Description

This training program 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. Professionals will learn way to write client and server-side code to utilize the various API’s available in the Microsoft Dynamics 365 Customer Engagement framework, create custom Model-driven Apps, build custom business logic in Plug-Ins ,Custom Workflow Activity components and extend the Dynamics 365 event model with JavaScript and HTML Web Resources. The training program applies to both Business and Enterprise Editions of Microsoft Dynamics 365 Customer Engagement (Version 9.*). Techniques learned in this training program can be applied to Web, UCI and Outlook apps. Please Note: This training program requires an associated lab environment hosted on the Learn on Demand platform to work.

 

Radiant Teachlearning offers Microsoft Dynamics 365 Customer Engagement for Developers Training Program in Classroom and Virtual instructor Led/Online mode.

 

Duration: 3 days

 

Learning Objectives

At training program compilation

  • Professionals will be able to build applications that execute code to interact with the different API’s accessible to developers.
  • Acknowledge ways to arrange projects in Visual Studio to prepare to write code for Dynamics 365.
  • Download and use developer resources and tools
  • Write server and client-side code to execute commands, read and write data to and from Dynamics 365
  • Build custom Web and UCI apps that interact with Dynamics 365 data and operations
  • Customize the Microsoft Dynamics 365 navigation
  • Build, deploy and debug custom business logic in ‘Plug-In’ components
  • Create custom Workflow Activities to extend Dynamics 365 Processes
  • Utilize JavaScript Libraries and Web Resources to extend the form and field event driven model
  • Use the Web API and client-side code to create custom form sections and controls using HTML Web
  • Use the App Designer and Site Map Designer to create custom Model driven apps
  • Acknowledge the best practice methodology when extending and writing code for Microsoft Dynamics 365
  • Acknowledge the features and tools that exist in Microsoft Dynamics 365 Customer Engagement for Dev

Pre-requisite

  • Ideally a working knowledge of Microsoft .Net and Visual Studio
  • It is recommended all professionals successfully complete the ‘Introduction to Microsoft Dynamics 365’ training program

 

Audience Profile

This training program is intended for Technical professionals, Administrators and Developers. Professionals should have an existing working knowledge of Microsoft .Net and Visual Studio. Although not necessary.

Course Content

Lesson 1: Introduction to Dynamics 365 Development

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

Lessons

  • 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 accomplishing this lesson, professionals will be able to:

  • Be familiar with the Customer Engagement Toolkit and way to set up Visual Studio
  • Acknowledge the key skills required to develop and extend Dynamics 365
  • Know where to find help and further reading resources
  • Explain the key features and tools available to developers in Microsoft Dynamics 365 CE Version 9

 

Lesson 2: The Dynamics 365 API

This lesson presents the various Developer resources, Web Services and API’s available to developers in Microsoft Dynamics 365. Professionals will learn way to write code to consume the Web Service API endpoints using Microsoft .Net C# in Visual Studio in this lesson.

Lessons

  • 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: utilizing 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

Lab: 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: 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

After accomplishing this lesson, professionals will be able to:

  • Acknowledge way 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
  • Acknowledge the differences between late and early bound code
  • Know way to authenticate against Dynamics 365 from external apps
  • Acknowledge way 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

 

Lesson 3: Developing Plug-Ins for Dynamics 365

In this lesson professionals will learn way to develop custom business logic in a Plug-In component using Microsoft .Net C# in Visual Studio. Professionals will also learn way 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: 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 accomplishing this lesson, professionals will be able to:

  • Know way 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
  • Acknowledge way to deploy Plug-Ins to a production environment using Solutions
  • Acknowledge the need for custom business logic and Plug-In’s in Microsoft Dynamics 365 CE Version 9

 

Lesson 4: Developing Custom Workflow Activities

In this lesson professionals will learn way to develop a custom Workflow Activity using Microsoft .Net C# in Visual Studio. Professionals will also learn way to use a custom Workflow Activity as a Workflow Step in Microsoft Dynamics 365.

Lessons

  • 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 accomplishing this lesson, professionals will be able to:
  • Know way to set up a Visual Studio project to start creating a custom Workflow Activity
  • Be familiar with the process to deploy and create a custom Workflow Activity using the Plug-In Reg
  • Acknowledge way to use a custom Workflow Activity in Dynamics 365 Processes
  • Acknowledge the need for custom Workflow Activities in Microsoft Dynamics 365 CE Version 9

 

Lesson 5: Developing Client-side Code

This lesson introduces the concepts of developing client-side code that works with the event driven model in Microsoft Dynamics 365. Professionals will also learn way to create and deploy client-side components using Web Resources that use the Web API to work with data in Microsoft Dynamics 365.

Lessons

  • 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 accomplishing this lesson, professionals will be able to:

  • Know way 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 way to create HTML and JavaScript components
  • Acknowledge way to use authenticate and execute commands against the Web API using client-side code
  • Acknowledge the concept of client-side coding in Microsoft Dynamics 365 CE Version 9

 

Lesson 6: Developing for the United Client Interface

This lesson focuses on the relationship between Dynamics 365 and PowerApps and considers what a developer needs to know when extending a Unified Client Interface (UCI) App.

Lessons

  • Introduction to Dynamics 365, UCI and PowerApps
  • 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 accomplishing this lesson, professionals will be able to:

  • Know way to customize the Dynamics 365 navigation using the Site Map Designer
  • Know way to extend UCI Apps using client-side code
  • Know way 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

Additional Reading

  • None

 

FAQs

Q: Does Microsoft 365 include dynamics?

 

A: Dynamics 365 is basically part of the Microsoft 365 (which is previously Office 365) collaboration and productivity tools which mainly provides a single sign-on experience to access any application with the help of the same system user identities as well as credentials in an Active Directory network.

 

Q: What is Microsoft Dynamics 365 customer engagement?

 

A: Microsoft Dynamics 365 Customer Engagement (CE) is a leading cloud-based customer relationship management (CRM) business solution which generally help user to drive sales productivity as well as improve the value of their marketing efforts by business intelligence, social insights, and campaign management.

 

Q: What is Microsoft Dynamics 365 used for?

 

A: Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.

 

Q: What is the schedule of the training program?

 

A: Radiant Techlearning offers training program on the weekday, weekend and a combination of weekdays and weekends. You can always choose the schedule that best suits to your need. 

 

Q: When the training would be conducted?

 

A: Once we receive your enrollment request, we will share the enrollment details with you to select and complete the enrollment process. 

You can always email us on the below email address (whichever applicable) to know the upcoming schedule for a specific technology training program. 

Individual:  training@radianttechlearning.com  

Corporate: Corporate@radiantechlearning.com 

 

Q: Will I get course completion certificate?

 

A: The course completion certification would be awarded to all the professionals, who have completed the training program and the project assignment given by your instructor. 

You can use the certificate in your future job interviews will surely help you to land in your dream job.

 

Q: What is the infrastructure required to attend your training program?

 

A: To attend the training session you should have an operational Desktops or Laptops with required specification along with good internet connection to access the labs. 

 

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