Dynamics 365 Customer Engagement for Developers

Module 1: Introduction to Dynamics 365 Development

Introduction to Dynamics 365 Development

Dynamics 365 Developer Options

Development Tools for Dynamics 365

The Customer Engagement Toolkit (formally SDK)

Dynamics 365 Development Environments

Valuable Skills for Dynamics 365 Development

Further reading and resources

Lab : Dynamics 365 Developer Orientation

Review Developer Resources

Review the Developer Center and Forums

Download a package from NuGet

Review the Developer Resources

Review the Lab Files

Install the Sample Data

After completing this module, students will be able to:

Be familiar with the Customer Engagement Toolkit and how to set up Visual Studio

Understand the key skills required to develop and extend Dynamics 365

Know where to find help and further reading resources

Describe the key features and tools available to developers in Microsoft Dynamics 365 CE Version 9

Module 2: The Dynamics 365 API

Introduction to the Dynamics 365 API’s

Authentication Considerations

The Web API

The Discovery Web Service

The Organization Web Service

Core Assemblies

Early and Late-bound classes

The Code Generation Tool

Service Context

CRUD Operations

Using the QueryExpression Class

Using LINQ

Using FetchXML

Lab : Using the Dynamics 365 Web API with Server-side code

Set up the Visual Studio Project

Develop an App to perform operations using the Web API

Test your App

After completing this module, students will be able to:

Understand how to write code to utilize the Web API, Discovery and Organization Services

Be able to set up Visual Studio to start developing against the Dynamics 365 framework

Understand the differences between late and early bound code

Know how to authenticate against Dynamics 365 from external apps

Understand how to use the Service Context, write LINQ and FetchXML to perform CRUD operations

Be familiar with the various API’s available to developers in Microsoft Dynamics 365 CE Version 9

Module 3: Developing Plug-Ins for Dynamics 365

Introduction to Plug-Ins

Writing Plug-In Code

Using the Plug-In Registration Tool

Debugging Plug-Ins with the Plug-In Profiler

Deploying Plug-Ins with Solutions

Lab : Create and deploy a Plug-In

Customize Dynamics 365

Set up the Visual Studio Project

Create a Plug-In

Sign and Build the Assembly

Deploy a Plug-In using the Plug-In Registration Tool

Test your Plug-In

Debug Plug-In code using the Plug-In Profiler Tool

After completing this module, students will be able to:

Know how to set up a Visual Studio project to start creating a custom Plug-In component

Be familiar with the process to write, deploy and test Plug-In code in Visual Studio

Use the Plug-In Registration Tool to deploy a Plug-In to the Dynamics 365 Framework

Debug issues with Plug-In code using the Plug-In Profiler tool

Understand how to deploy Plug-Ins to a production environment using Solutions

Understand the need for custom business logic and Plug-In’s in Microsoft Dynamics 365 CE Version 9

Module 4: Developing Custom Workflow Activities

Introduction to Custom Workflow Activities

Writing Custom Workflow Activity code

Deploying a Custom Workflow Activity

Lab : Create a Custom Workflow Activity

Set up the Visual Studio Project

Create a Custom Workflow Activity

Sign and Build the Assembly

Deploy a Custom Workflow Activity

Create a Workflow

Test your Custom Workflow Activity

After completing this module, students will be able to:

Know how to set up a Visual Studio project to start creating a custom Workflow Activity

Be familiar with the process to create and deploy a custom Workflow Activity using the Plug-In Reg

Understand how to use a custom Workflow Activity in Dynamics 365 Processes

Understand the need for custom Workflow Activities in Microsoft Dynamics 365 CE Version 9

Module 5: Developing Client-side Code

Introduction to client-side coding

The Dynamics 365 Event Driven Model

Developing JavaScript Client-side code

Using Web resources

Client-side coding and the Web API

Lab : Writing a JavaScript Event Handler

Write a JavaScript Function

Create a JavaScript Web Resource

Configure the Event Handler

Test your JavaScript Code

Lab : Create and deploy a Client-side Component

Write Client-side code for the Web API

Create a HTML Web Resources

Customize Dynamics 365

Test your Client-side Component

After completing this module, students will be able to:

Know how to write client-side code for the Dynamics 365 Event Model for Web and UCI Apps

Be familiar with the concept of Web Resources and how to create HTML and JavaScript components

Understand how to use authenticate and execute commands against the Web API using client-side code

Understand the concept of client-side coding in Microsoft Dynamics 365 CE Version 9

Module 6: Developing for the United Client Interface

Introduction to Dynamics 365, UCI and Power Apps

Introduction to the App Designer

Introduction to the Site Map Designer

Extending UCI Apps with code

Security Enabled Apps

Customize the Dynamics 365 Navigation

Draft and Published Apps

Lab : Extend a Unified Client Interface (UCI) App

Extend a Unified Client Interface (UCI) App with code

Test your code

After completing this module, students will be able to:

Know how to customize the Dynamics 365 navigation using the Site Map Designer

Know how to extend UCI Apps using client-side code

Know how to publish a security enabled custom UCI App using the App Designer

Be familiar with creating UCI Apps using the App Designer Tool in Dynamics 365 CE Version 9