Dynamics 365 Customer Engagement ( CE), popularly known as Dynamics CRM, is one of the leading CRM solution in the market. The demand for Dynamics 365 Customer Engagement( CRM) developers and functional consultants are quite higher, and its even more with the release of latest version of the application, Dynamics 365.
This course is for the technical consultants and developers who want to get into Dynamics 365 CRM developer role. The course focuses on customizing the application using Out of the Box features (using User Interface) and using code. It allows detailed chatpers on how to develop custom code for customizing Dynamics 365 CE using plugins and custom workflow activities that every Dynamics 365 developers should be expert on.
Following are the course sections which will walk you through customizing Dynamics 365.
This section includes chapters that gives you an introduction to extending Dynamics 365 CRM using code, Dynamics 365 SDK( Software Development Kit) and web resources.
Chapter 1 - Intro to Customization in Dynamics 365 CRM
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 CRM Entity Model
Chapter 4 - Customizing Dynamics CRM 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 application using processes. This section is on implementing processes that is workflows, dialog, business process flows and actions.
Chapter 11 - Understanding Process in Dynamics CRM
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
You will exposed to different ways to extend Dynamics 365 CE using code. Chapters in this section is a foundation is to extend the application using code.
Chapter 16 - Intro to Extending Dynamics CRM using Code
Chapter 17 - Understanding Dynamics CRM SDK and Process
Chapter 18 - Working with Dynamics CRM 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 .NET. You will learn about Plugins in detail and how to register plugins with Dynamics 365 CE application.
Workflows are limited in their functionality but you can extend their functionality using code. This sections has topics which will teach you how to write code and extend workflows.
Chapter 20 - Plug-in Development Dynamics 365 CRM
Chapter 21 - Developing A Plug-in - Practice
Chapter 22 - Registering Plugin with Dynamics 365 CRM
Chapter 23 - Debug Plug-ins
Chapter 24 - Custom Work Flow Activities
Section 6 - Customize Ribbons, Sitemap and reports
Ribbons and sitemaps are the UI components of Dynamics 365 CE application. you will learn how to customize these areas of the application manually and using tools.
Chapter 25- Customizing CRM Ribbons
Chapter 26 - Reporting in Dynamics CRM
Once you finish the course you will be able to:
Understand Dynamics 365 CRM OOB features
Customize Dynamics 365 CRM using UI
Customize Dynamics 365 CRM entities and components
Extending Dynamics 365 functionality using Code
Implement Plug-ins and custom workflow activities
Customize Dynamics 365 ribbons and sitemap.
The author of this course is Firoz Muhammed who has close to 10 years of experience in IT industry into Consulting, application and training. He has working experience on technologies like C++, C#.Net and Microsoft Dynamics 365 CRM. As part of his work life he worked with companies like HP, Capgemini, Wipro, Qatar Airways and Accenture. Presently he is working as a corporate trainer and has delivered training on Dynamics 365 for corporate and individuals. He is also the founder of Magnifez Technologies which specialize in Consulting, Implementation and training on Dynamics 365 stack.
StartChapter 3 - Understanding Dynamics CRM Entity Model (35:31)
StartChapter 4 - Customizing Dynamics CRM Entities (31:05)
PreviewChapter 5 - Customizing Entity Forms (20:54)
StartChapter 6 - Customizing Entity Form Components (24:05)
StartChapter 7 - Customizing Entity Attributes (47:02)
StartChapter 8 - Customizing Entity Views and Charts (27:05)
StartChapter 9 - Customizing Entity Relationships (47:00)
StartChapter 10 - Implementing Business Rules (27:57)
StartChapter 11 - Understanding Process in Dynamics CRM (17:13)
StartChapter 12 - Implementing Workflows for Automation (48:57)
StartChapter 13 - Dialogs for Interactive Process (15:27)
StartChapter 14 - Implementing Business Process Flows (39:22)
StartChapter 15 - Custom Entities using Actions (20:39)