Microsoft Dynamics 365 Training

Course Contents

Module 1: Introduction to Dynamics 365

• What is Dynamics 365
• History of Microsoft Dynamics 365
• Apps in Microsoft Dynamics 365
• Deployment types
• Pricing & License Options
• Dynamics 365 Ecosystem
• Trial subscription for Dynamics 365
• Power Platform Overview

Module 2: Get Familiar with Dynamics 365 CE

• Navigate through new Dynamics 365 UI
• New features
• Apps in Dynamics 365
• Searching for records
• Personal Options
• Advanced Options
• CRM Terminology

Module 3: Dynamics 365 Customer Engagement Apps & Configurations

• Administration & Security
• Business Management
• Data Management
• Product Catalog Settings
• Document Management Settings
• Audit Settings
• Sales Hub App
• Customer Service Hub App
• Marketing App
• Field Service (Overview)
• Project Service (Overview)

Module 4: MS CRM Entity Model

• Intro to OOB Customization
• Supported Vs Un-Supported customization
• Entity Customization
• Custom Entities and Attributes
• Form Customizations
• Customization Concepts – Entity Types and Attributes
• Form Customization – Working with Tabs, Sections, Fields and Iframes
• Introduction to Application Event Programming
• Using Form and Field Events
• Mobile Forms

Module 5: Entity Relationships

• Types of Relationships
• Creating Entity Relationships
• Creating 1: N and N:1 relationships
• Creating N: N relationships
• Understanding Relationship Behaviors
• Entity Mapping

Module 6: Views and Advanced Views

• Types of Views
• Public, Personal and System Views
• View Customizations – Common Tasks
• Advanced Views Customizations
• Personal Views

Module 7: Charts and Dashboards

• System and Personal charts
• Customize existing charts
• Creating new charts
• Personal Charts
• Sharing Personal Charts

Module 8: Business Rules

• Concept of Business Rule
• Scope of BRs
• Branching AND Actions
• Conditions

Module 9: Processes: Workflows

• Overview of Workflow
• Creating Workflows steps through Workflow Designer
• Synchronous Vs Asynchronous Workflows
• System Jobs Analysis
• Workflow status

Module 10: Processes: Business Process Flows and Actions

• Overview of BPFs
• New BPF designer
• Customize existing BPFs
• Create new BPFs and branching
• Overview of Actions
• Create Actions for Account Entity

Course Contents

Intro to Development in Dynamics 365 CRM

• Introduction to Development in Dynamics 365 CRM
• XRM Platform system architecture
• Why Custom Development is needed?
• Dynamics 365 CRM Extensibility Architecture
• Different methods to extend Dynamics CRM
• Supported V/s un-supported customizations
• How to use SDK for custom development?
• SSPUAT –Concept & Solution Management

Working with Web Resources

• Understanding Web Resources
• Different Types of web resources
• Create new web resources
• Use Web resources for CRM Customization

Working with Form Scripting

• Understand basics of client scripting for CRM
• CRM form events – Onload, OnSave, OnChange and TabStateChange
• Understand Xrm.Page Object model
• Use JavaScript Notifications and alerts
• XRMWebPI
• Form script Client API
• Debug JavaScript on different browsers – IE, Firefox and Chrome

Working with Plugins

• Understanding Event Execution Pipeline
• Developing Plugins
• Deploy and Register Plugins
• Use Plugin Registration Tool
• Develop plugins for CRM Online
• Debugging Plugins on CRM online and on-premise
• Pre-entity and post – entity images
• Use Shared Variables in Plugins
• Secure and Unsecure configuration in Plugins

Develop Actions

• Create Action
• Input arguments and output argument

Develop Custom Workflow Activities (CWA)

• Basics of customizing Workflows and Dialogs
• Basic elements of Custom Workflow activities
• Developing and Deploying Custom Activities
• Integrate Custom activities with Workflows and Dialogs
• Debugging Custom Workflow Activities

Query Dynamics CRM Data

• Querying in Microsoft Dynamics CRM
• Query Strings and Query Attributes
• Write QueryExpression queries
• Write QueryByAttitude quries
• QueryExpression Vs QueryByAttribute
• Work with FetchXML and LINQ Queries

 Customizing Dynamics 365 CRM Ribbons

• Intro to CRM Ribbons and Ribbon Structure
• How to Customize CRM Ribbons Manually?
• Creating & Hiding Ribbon Elements
• Enabling & Disabling Ribbon Elements
• CRM Customizing using Ribbon Workbench

 Customizing Dynamics 365 CRM Sitemap

• Basics of CRM Sitemap
• Different methods to customize CRM Sitemap
• Sitemap customization manually
• Sitemap customization using Sitemap Editor

 Develop Reports for Dynamics 365 CRM – using Report Wizard and SSRS

• Basics of Reporting in Dynamics CRM
• Create Reports using Reports Wizard
• FetchXML Reports
• SSRS Based Reports
• Reporting for Dynamics CRM online
• Integrate Reports in Dynamics CRM Environment

Dynamics 365 CRM Web Services

• Understand Dynamics 365 web services
• How to use Web APIs with Dynamics 365?
• Working with Web APIs and JavaScript
• Web API Discovery web services

Integration with .NET applications

• Understand basics of .Net application with CRM
• Integrate CRM with web application & console application

Course Contents

Lecture 1: Dynamics 365 Overview & Functionality

Introduction to Dynamics 365 Customer Engagement CE (CRM)

• Dynamics 365 overview
• Why Dynamics 365 is Trending
• History of Microsoft Dynamics 365
• Available Apps in Microsoft Dynamics 365
• Deployment types & Licensing Options
• License & Pricing of Dynamics 365
• Dynamics 365 Ecosystem
• Trial subscription for Dynamics 365 Apps
• Power Platform Overview
• Job scopes for Dynamics 365
• Salary Trends for Dynamics 365
• All D365 CE Modules overview

Lecture 2: Configuring Dynamics 365 CRM

MS CRM Entity Model

• Intro to OOB Customization
• Supported Vs unSupported customization
• Entity Customization
• Custom Entities and Attributes
• Form Customizations
• Customization Concepts – Entity Types and Attributes
• Form Customization – Working with Tabs, Sections, Fields and Iframes
• Introduction to Application Event Programming
• Using Form and Field Events
• Mobile Forms

Entity Relationships

• Types of Relationships
• Creating Entity Relationships
• Creating 1:N and N:1 relationships
• Creating N:N relationships
• Understanding Relationship Behaviours
• Entity Mapping

Views and Advanced Views

• Types of Views
• Public, Personal and System Views
• View Customizations – Common Tasks
• Advanced Views Customizations
• Personal Views

Charts and Dashboards

• System and Personal charts
• Customize existing charts
• Creating new charts
• Personal Charts
• Sharing Personal Charts

Relationships, Views and Advanced Views

• Types of Relationships
• Relationship Behaviors
• Creating Entity Relationships
• Entity Mapping

Business Rules

• Concept of Business Rule
• Scope of BRs
• Branching AND Actions
• Conditions

Processes: Workflows & Dialogs

• Overview of Workflow
• Creating Workflows steps through Workflow Designer
• Synchronous Vs Asynchronous Workflows
• Overview of Dialogs
• Creating Dialog Pages, Prompt and Response
• Working with Input Parameters in Dialogs

Processes: Business Process Flows and Actions

• Overview of BPFs
• New BPF designer
• Customize existing BPFs
• Create new BPFs and branching
• Overview of Actions
• Create Actions for Account Entity
• Working with Input Parameters in Dialogs

Lecture 3: Customization Dynamics 365 CRM

Intro to Extending Dynamics 365 CRM

• Introduction to Extending Dynamics 365 CRM
• XRM Platform
• Why is Custom Development needed?
• Dynamics 365 CRM Extensibility Architecture
• Different methods to extend Dynamics CRM
• Supported Vs unsupported customizations
• How to use SDK for custom development?

Working with Web Resources

• Understanding Web Resources
• Different Types of web resources
• Create new web resources
• Use Web resources for CRM Customization

Form Scripting using JavaScript

• Client side scripting using Javascript
• Working with Iframes
• CRM form events.
• Onload, OnSave, OnChange and TabStateChange
• Understand Xrm.Page Object model
• Use Javascript Notifications and alerts
• Debug Javascript on different browsers – IE, Firefox and Chrome

Develop Plugins

• What is Plugins?
• Understanding Event Execution Pipeline
• Developing Plugins
• Deploy and Register Plugins
• Use Plugin Registration Tool
• Develop plugins for CRM Online
• Debug Plugins online and on-premise
• ITrace Service
• Register Plugins with Actions

Develop Actions

• Actions
• How Actions work
• Actions Vs Workflows
• Register Plugins with Actions
• Trigger actions from Workflows
• Trigger Actions using code.

Develop Custom Workflow Activities

• Basics of customizing Workflows and Dialogs.
• Basic elements of Custom Workflow activities
• Developing and Deploying Custom Activities
• Integrate Custom activities with Workflows and Dialogs.
• Debugging Custom Workflow Activities

Customizing Dynamics 365 CRM Ribbons

• Intro to CRM Ribbons and Ribbon Structure.
• How to Customize CRM Ribbons Manually?
• Creating & Hiding Ribbon Elements
• Enabling & Disabling Ribbon Elements
• CRM Customizing using Ribbon Workbench

Customizing Dynamics 365 CRM SiteMap

• Basics of CRM Sitemap
• Different methods to customize CRM Sitemap
• Sitemap customization manually
• Sitemap customization using Sitemap Editor

Develop Reports for Dynamics 365 CRM

• Reporting in Dynamics 365
• Create Reports using Reports Wizard
• FetchXML Reports
• SSRS Based Reports
• Reporting for Dynamics CRM online
• Integrate Reports in Dynamics CRM Environment

Course Contents

Topics of Course

• Intro to custom code
  • SDK
  • Scope of Customization
  • Visual studio templates
  • Developer Tools
  • Helper Tools
• Plugins in-depth
  • Concept of Pipeline Execution
  • Shared Variable
  • Configuration data handling
  • Web hooks
  • Service Endpoints
  • Steps, Images, Impersonation
  • Debugging, Unit Testing, isolation
• Custom Workflows
  • Design CWA
  • Input and Output arguments of all type
  • FetchXML in CWA
  • Parallel Branching in Workflow
  • Wait conditions
• Form Scripts & Web resource advanced
  • Complete Client API Walkthrough
  • CRUD in Form script
  • Web resource and reference to other web resource
  • XRM Object complete analysis
• Integration with Custom .Net Apps
  • Custom .net App
  • CRUD in Custom App in Dynamics 365 Entities
  • Tooling Service
• SSRS Reports
  • SSRS Report in details
  • Deployment and Test
  • Paging, Sorting etc.
• Solution management
  • Managed V/S Unmanaged
  • Solution Patch, Clone, Upgrade
  • Dependencies
  • Import/Export
  • Translation Export/Import
• Model driven apps
  • Design Model Driven Apps
  • Components of Model driven Apps
  • Publish and manage Roles
• Virtual Entity
  • Configure
  • CRUD Operation
  • Using Virtual Entities in Customization
• Relationship Assistance
  • Configure Relationship Assistance
  • Update Configuration
• Task flow
  • Configure
  • Test and Deploy
• Web API
  • XRM Web API
  • Working with Web API in Form Script
• PCF
  • Working with PowerApps Component Framework
  • Design PCF
  • Deploy and Publish
  • Integrate with D365 CE
• Azure Integration
  • Integrate Azure Service Hub with D365 CE
  • Configurations and Client ID
  • Authentication
• Concept of PowerShell
  • Cmdlets for PowerShell
  • Write code/script in PowerShell
• DevOps
  • Azure DevOps
  • CI/CD in DevOps for D365 CE Project
• Outlook Integrations
  • Outlook and offline filters
  • Tracking
• USD in details
  • Unified Service Desk concept
• Voice of Customer
  • Integration and concept
• Relevance Search
  • Configuration and Test
• Data Map Customization
  • Data Import maps
• Upsert in code
  • Upsert in code .net
• Environment Variables
  • Power Apps Environment Variables
• Unit Testing
• Best practice

Course Content

• manage codebase
• GIT repository
• Azure DevOps
• Azure Pipeline
• CI/CD
• Power Shell Scripts
• Visual studio codes