Length
2 Days
Price
$3,500
Audience
Developer \ Technical User
This Revision
A
Technology
Microsoft Dynamics 365 Versions 9 (Latest)
Delivery Method
Instructor Led Classroom and Virtual
On Demand
On Demand Version Available
Language
English

55259 : Microsoft Dynamics 365 Customer Engagement for Developers

 

This course is designed for experienced IT professionals and developers, providing a ‘fast track’ approach to learning the required skills to start developing code in Microsoft Dynamics 365.

Students will learn how to write client and server-side code to utilize the various API’s available in the Dynamics 365 framework, create Dynamics 365 custom model-driven Apps, build custom business logic in Plug-Ins and Custom Workflow Activity components and extend the Dynamics 365 event model with JavaScript and HTML Web Resources.

The course applies to both Business and Enterprise Editions of Dynamics 365 CE version 9. Techniques learned in this course can be applied to Web, UCI and Outlook apps.

This course has been reviewed and tested by the external body ProCert Quality Courseware Review.

 

Course Schedule

Please note all Instructor Led Classroom and Virtual courses will be in Australian EST time zone.

  • Brisbane

Jan 24th | Feb 21st | March 14th | March 28th

  • Sydney

Feb 7th | Feb 28th | March 14th | March 28th

  • Melbourne

Jan 24th | Feb 21st | March 14th | March 28th

  • Perth

Feb 7th | Feb 28th | March 14th | March 28th

  •  Canberra

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  • Auckland

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  • Virtual Instructor - Attend from the comfort of home or office

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  • Private Group Training 

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Module 1: Introduction to Dynamics 365 Development

This module introduces the concept of developing and extending the Microsoft Dynamics 365 Framework. You will learn about the tools and resources that are available to developers and administrators as well as best practice methodologies and fundamentals.

Lessons

  • Overview
  • Objectives
  • Introduction to Dynamics 365 Development
  • Compare versions of Microsoft Dynamics 365 (8, 9 and 9.2)
  • Development Fundamentals
  • Development Tools for Microsoft Dynamics 365
  • The Customer Engagement Tool Kit (Formally known as SDK) Tools
  • Development Environments
  • Skills and Best Practice
  • Further reading and resources

Lab 1: Dynamics 365 Developer Orientation

  • Review Developer Resources
  • Review the Developer Center and Forums
  • Download Resources from NuGet
  • Review the Customer Engagement Toolkit (Formally SDK)
  • Review the Developer Lab Files 

 

Module 2: The Dynamics 365 API

This module presents the various API’s available to developers in Microsoft Dynamics 365. You will learn how to write code to consume the server and client-side API endpoints using Microsoft .Net C# in Visual Studio.    

Lessons

  • Introduction to the Dynamics 365 API’s
  • The Web API
  • The Discovery Web Service
  • The Organization Web Service
  • Authentication
  • Core Assemblies
  • Early and Late-bound classes
  • Service Context
  • The Code Generation tools
  • CRUD Operations
  • Using the QueryExpression Class
  • Using LINQ
  • Using FetchXML

 Lab 1: Query Records in Dynamics 365

  • Set up the Visual Studio Project
  • Query Dynamics 365 using the QueryExpression Class
  • Display Dynamics 365 records in an external App

Lab 2: CRUD Operations in Dynamics 365

  • Set up the Visual Studio Project
  • Create Early Bound Classes
  • Using LINQ to Create, Read, Update and Delete records
  • Test your App

 

Module 3: Developing Plug-Ins for Dynamics 365

In this module you will learn how to develop custom business logic in a Plug-In component using Microsoft .Net C# in Visual Studio. You will also learn how to deploy Plug-In components to Microsoft Dynamics 365 using the Plug-In registration tool.

Lessons

  • 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 1: 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
  • Debug Plug-In code using the Plug-In Profiler Tool
  • Test your Plug-In

  

Module 4: Developing Custom Workflow Activities for Dynamics 365

In this module you will learn how to develop custom business logic in a Custom Workflow Activity using Microsoft .Net C# in Visual Studio. You will also learn how to deploy Custom Workflow Activities to Microsoft Dynamics 365 using the Plug-In registration tool.

Lessons

  • Introduction to Custom Workflow Activities
  • Writing Custom Workflow Activities Code
  • Using the Plug-In Registration Tool for Custom Workflow Activities
  • Deploying Custom Workflow Activities with Solutions

Lab 1: Create and deploy a Custom Workflow Activities

  • Set up the Visual Studio Project
  • Create a Custom Workflow Activities
  • Deploy a Custom Workflow Activity using the Plug-In Registration Tool
  • Create a Process with a Custom Workflow Activity 

 

Module 5: Developing Client-side Code

This module introduces the concepts of developing Client-side code that works with the event driven model in Microsoft Dynamics 365. You will learn how to create and deploy Client-side components using Web resources and interact with the Dynamics 365 Web API in Microsoft Dynamics 365.

Lessons

  • Introduction to Client-side coding
  • The Dynamics 365 Event Driven Model
  • Developing JavaScript Client-side code
  • Using Web resources
  • Working with data using the Web API OData REST service

Lab 1: Client- side programming with JavaScript

  • Create a JavaScript Web Resource
  • Configure the Dynamics 365 Event Handlers
  • Test you code

Lab 2: Create and deploy a Client-side Component using the Web API

  • Create a HTML Web Resource
  • Write Client-side code for the Web API

  

Module 6: Build a custom Dynamics 365 PowerApp

This module looks at different approaches to customize the navigation in Microsoft Dynamics 365, including manual customization of the navigation XML files as well as using the inbuilt App Designer Tool to create a custom Dynamics 365 PowerApp.

Lessons

  • Introduction to the App Designer
  • Customizing the Dynamics 365 Navigation
  • The Navigation XML files
  • Using the App Designer Tool

Lab 1: Build a custom Event Management App

  • Use the App Designer to build a custom App

  

Module 7: Custom Reporting in Dynamics 365

This module looks at the reporting capabilities of Dynamics 365. You will learn how to create custom reports using SQL Server Data Tools, FetchXML based report configuration and also implement the integration between Dynamics 365 and Power BI.

Lessons

  • Introduction to Custom Reporting
  • Report Development Process
  • Types of Reports: Benefits & Limitations
  • SQL Server Data Tools
  • SQL and FetchXML custom reports
  • Reporting Environments
  • Exporting and Importing RDL Files
  • PowerBI Integration with Dynamics 365

Lab 1: Build a custom SSRS Report for Dynamics 365

  • Configure and build a custom FetchXML Report using SQL Server Data Tools

 Lab 2: Build a custom PowerBI \ Dynamics 365 Dashboard

  • Connect PowerBI to Dynamics 365 Data
  • Surface PowerBI in Dynamics 365

  

Module 8: Microsoft Dynamics 365 Common Data Services

This module looks at the Common Data Services language (CDSL) and how this new feature can be used to customize UCI Apps and Interfaces in Dynamics 365 V9.

Lessons

  • Introduction to CDSL
  • What is UCI (Unified Client Interface)
  • Using the CDSL in Dynamics 365
  • CDSL Considerations
  • Dynamics 365 V9, V9.2 and V10 Considerations

Lab 1: UCI Customization

  • Customize the Unified Client Interface

 

Prerequisites

Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM and Visual Studio in a C# capacity.  As a minimum, students should attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’.

This course is intended for Technical students, Administrators and Developers. Students should have an existing working knowledge of Microsoft .Net and Visual Studio.