Developer Course - Microsoft Dynamics 365 Customer Engagement (CRM)

Developing Plugins, Custom workflow activities and JavaScript.

COURSE OVERVIEW

This Dynamics 365 CRM Developer course is focused on customizing Customer Engagement (CRM) applications using UI tools and code. The course is designed for developers and architects to help them learn Dynamics 365 CE/CRM development start to end.

The syllabus of course is developed based on research conducted in organizations and understanding their need for developers. Companies need their Dynamics 365 developer teams to be good at customization practices - OOB customization plus code based customization.

The first part of this course focused on UI based customization that includes chapters on basics of customization, entity customization, customizing entity components, views, dashboards and relationships.

The second part of the course is focused on extending Dynamics 365 CRM application using code (code based customization), that includes chapters on methods to extend application, Plugin development, JavaScript development, extending workflows using custom activities and customizing ribbons and sitemaps.

WHAT YOU WILL LEARN

In this Dynamics 365 training course you will learn how to customize Dynamics 365 CRM applications end to end.

  • Intro to OOB customization
  • Customizing Entities and components
  • Customizing Views, charts and dashboards
  • Creating entity relationships
  • Extending Dynamics 365 CRM using code
  • Developing plugins, and plugin components
  • Plugin development and debugging
  • Developing Custom workflow activities
  • Customizing CRM ribbons and sitemaps

TARGET AUDIENCE

The demand for Dynamics 365 Customer Engagement( CRM) developers and functional consultants are quite high, and it's even more with the release of the latest version of the application, Dynamics 365.

The target audience of Dynamics 365 CRM developer course is any aspiring CRM professional who wants to learn Dynamics 365 CRM and become a master of it.

You can be:

  • .NET Programmers
  • Developers
  • Technical Consultants
  • Architects

COURSE CONTENTS

The Dynamics 365 CRM developer training course has 6 sections and 26 chapters which will cover both OOB as well as code based customization in Microsoft CRM application.

Section 1 - Intro to customizing Dynamics 365 Customer Engagement

Section 2 - Customize Dynamics 365 CRM entities

Section 3 - Processes for Automating Business Processes

Section 4 - Extending Dynamics 365 using Code

Section 5 - Develop Plug-in and custom workflow activities

Section 6 - Customize Ribbons, Sitemap and reports

PREREQUISITES TO ATTEND THIS COURSE

Anyone can attend this Dynamics CRM training course but it will be good if you have the basic knowledge on the following.

  • Basic CRM knowledge
  • Customization of Dynamics 365 CRM application
  • C# Programming skill
  • JavaScript Basics

DETAILED COURSE CONTENTS

This Microsoft Dynamics CRM training course is split into 6 sections starting from ‘Introduction to UI Customization’ to code based development, entity customization, plugin and custom workflow development in Dynamics 365 CE.

Section 1 Intro to customizing Dynamics 365 Customer Engagement

This section includes chapters that give you an introduction to customizing Dynamics 365 CE using OOB tools, Software Development Kit (SDK) and web resources.

Chapter 1 - Intro to Customization in Dynamics 365 CE

Chapter 2 - Understanding Solution Concept

Section 2 - Customize Dynamics 365 CRM entities

This section explains in detail how to customize Dynamics 365 CE entities. Entity customization, forms and views customization, entity relationships.

Chapter 3 - Understanding Dynamics CE Entity Model

Chapter 4 - Customizing Dynamics CE Entities

Chapter 5 - Customizing Entity Forms

Chapter 6 - Customizing Entity Form Components

Chapter 7 - Customizing Entity Attributes

Chapter 8 - Customizing Entity Views and Charts

Chapter 9 - Customizing Entity Relationships

Chapter 10 - Implementing Business Rules

Section 3 - Processes for Automating Business Processes

You can bring automation to your Dynamics 365 CE application using processes. This section is on implementing processes that are workflows, dialog, business process flows and actions.

Chapter 11 - Understanding Processes

Chapter 12 - Implementing Workflows for Automation

Chapter 13 - Dialogs for Interactive Process

Chapter 14 - Implementing Business Process Flows

Chapter 15 - Custom Entities using Actions.

Section 4 - Extending Dynamics 365 using Code

Apart from customizing Dynamics 365 CRM using OOB tools , developers can extend them with the help of code as well. In this section, you will be exposed to different ways to extend Dynamics 365 CE using code. Chapters in this section are a foundation to extend the application using code.

Chapter 16 - Intro to Extending Dynamics CE using Code

Chapter 17 - Dynamics 365 CE SDK and Process

Chapter 18 - Working with Web Resources

Chapter 19 - Form Scripting Using JScript

Section 5 - Develop Plug-in and custom workflow activities

Plug-ins are event handlers developed using custom code in Microsoft .NET. You will learn about Plugins in detail and how to create them in this section of the course, and how to register plugins into Dynamics 365 CE application.

Developers can extend workflows and its functionality with the help of code. This section has topics which will teach you how to write code and extend workflows.

Chapter 20 - Plug-in Development

Chapter 21 - Developing A Plugin

Chapter 22 - Registering Plugin

Chapter 23 - Debug Plug-ins

Chapter 24 - Custom Workflow Activities

Section 6 - Customize Ribbons, Sitemap and reports

Ribbons and sitemaps are the UI components of Customer Engagement (CRM) application. you will learn how to customize Dynamics CRM ribbons and sitemaps manually and using tools.

Chapter 25 - Customizing CE Ribbons

Chapter 26 - Reporting in Dynamics CE

BY THE END OF THIS DYNAMICS CRM COURSE YOU WILL BE ABLE TO

  • Get a good grip on all OOB customization tools
  • Customize forms
  • Creating new entities and attributes
  • Customizing views, charts and dashboards
  • Creating validations using business rules
  • Creating workflows
  • Creating BPFs
  • Make use of web resources
  • Development SDK for Dynamics 365 CE
  • Develop, register and debug Plug-ins
  • Develop custom workflow activities using code
  • Develop Actions and configure them
  • Customize forms using JavaScript
  • Customize ribbons and sitemap.


Course Curriculum


  Section 1 - Intro to Customizing Dynamics 365 CRM
Available in days
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Your Instructor


Firoz Muhammed
Firoz Muhammed

Firoz Muhammed is a Dynamics 365/PowerApps Coach, Architect and and corporate trainer (MCT). He has more than 12 years of experience in the IT industry into consulting, implementation and corporate training.

He carries experience on technologies like C++, C#.Net and Microsoft Dynamics 365 CE, Power Platform. As part of his career he worked for companies such as HP, Capgemini, Wipro, Qatar Airways and Accenture.

Presently he is working as a Dynamics 365 CE architect at Magnifez Technologies and also handle corporate training assignments on Dynamics 365, PowerApps, Power Automate and related technologies.

He has trained more than 1200 professionals on Dynamics 365 CE/CRM as part of his corporate training stint. He trained professionals from corporate companies such as IBM, Sony, Adobe, UST Global, Capgemini and many more.

He got his Dynamics 365 courses published on Udemy and D365 Academy. He likes to explore new technologies and like to share his knowledge thorough his coaching programs and video courses.


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Frequently Asked Questions


When does the course start and finish?
You can start the training at any point in time, and you can finish at your own pace. Its always better to have a learning plan though.
How long do I have access to the course?
Once you enrolled you will have lifetime access to the online course. You can learn at your own pace. As Microsoft changes the technology we wouldn't be updating the course but you can still access lifetime.
What if I am unhappy with the course?
If you are unsatisfied with your purchase contact us immediately, we will try understand the situation and help you. If you are still unhappy about the course then we will give a full refund within 30 days of purchase.
Is this an official preparation course by Microsoft?
No. This is course is developed by Firoz Muhammed who is Microsoft Certified Trainer (MCT) and Dynamics 365 CE Architect who has more than 11 years of experience into IT industry. This co job-oriented course is developed with the intention of help you get into a Dynamics 365 developer role.
Do I need a Microsoft Dynamics 365 instance for this course?
Yes, you can create a FREE trail of Microsoft Dynamics 365 Customer Engagement easily and can be used for practice.
What are the prerequisites for this course?
Basic understanding of Dynamics 365 customer Engagement functionality. I would recommend you to complete the following courses: 1. Dynamics 365 CE Introductory Course 2. Dynamics 365 CE Functional Consultant Course