Dynamic 365: Beginners Guide to Dynamics 365: 2-in-1

Become a power user of the Dynamics 365 platform

3.50 (11 reviews)
Udemy
platform
English
language
Microsoft
category
125
students
12.5 hours
content
Oct 2018
last update
$44.99
regular price

What you will learn

Discover the core components of the Dynamics 365 platform

Explore the concept of entities & modules

Implement and Unit Test complex business rules using C# Plugins & Workflows, Typescripts, and the WebAPI

Use Visual Studio Team Services to version control your code & metadata as well as implement continuous integration with the help from NuGet, npm and Gulp

Create Scheduled Jobs to perform repeating tasks

Integrate with external Web Services using Web-Hooks and Virtual Entities

Description

Microsoft Dynamics 365 Customer Engagement is currently one of the most successful Customer Relationship Management platforms in the market. It is capable not only of the typical Salesforce automation functionality, but it can also serve various other purposes. This flexibility, along with its various deployment options, makes it a very enticing proposition for businesses of any size.

This learning path follows a practical approach and incremental approach that provides in-depth and comprehensive information on Dynamic 365 and its new features. It starts with learning about the core platform structure. We look at the entities, relationships, modules, and internal structure of the platform. A complete hands-on to using new Unified User Interface, this course uses a sample application to show how to build complex extensions to the Dynamics 365 for Customer Engagement platform using C# Plugins/Workflow Activities as well as Typescripts generated web resources.

Similarly, you’ll then learn to extend your Microsoft Dynamics 365 Customer Engagement business applications using HTML, Typescripts, and CSS using Knockout JS via the MVVM design pattern so that your logic can be unit tested and deployed with easy and effortless repeatability. This course also covers the considerations for mobile touch interfaces so that your feature rich extensions will work on all devices and formats.

 Contents and Overview

This training program includes 2 complete courses, carefully chosen to give you the most comprehensive training possible.

The first course, Getting Started with Dynamics 365 Customer Engagement focus on the main types of licensing option available for Microsoft Dynamics 365 Customer Engagement. We look at the requirements for each option, and how to choose the right one. You will then learn about core platform structure. We look at the entities, relationships, modules, and internal structure of the platform. Throughout this course we create a trial online environment for use during the course, look at out-of-the-box functional modules, and get a better understanding of the main platform components. By the end of the course, you will be able to use proper terminology, communicate effectively with system implementers, and understand the relationships between the various technical and functional elements.

The Second course, Designing and Building Custom Apps using Dynamics 365 demonstrate the new features released with Microsoft Dynamics 365 Customer Engagement. Using the new Unified User Interface, this course uses a sample application to show how to build complex extensions to the Dynamics 365 for Customer Engagement platform using C# Plugins/Workflow Activities as well as Typescripts generated web resources. Starting off, the course makes sure you have everything set up for fast and effective collaborative development and a mature Continuous Integration pipeline using Microsoft Team Services, npm, Nuget & Gulp. This includes automated unit testing of both server-side and client-side code as well as packaging and deploying of your solutions. It then teaches you a framework for effective data modeling of entities within Dynamics 365 and how functionality can be built up in iterations using user story mapping. You'll then learn to extend your Microsoft Dynamics 365 Customer Engagement business applications using HTML, Typescripts, and CSS using KnockoutJS via the MVVM design pattern so that your logic can be unit tested and deployed with easy and effortless repeatability. This course also covers the considerations for mobile touch interfaces so that your feature rich extensions will work on all devices and formats.

About the Authors:

  • Nicolae Tarla is a Microsoft Dynamics 365 Consultant and Business Solutions MVP, specializing in solution architecture and technical presales. He has worked on various midsize to enterprise-level Dynamics 365 Customer Engagement, Dynamics 365 Finance and Operations, and Office 365 implementations for both the private and public sectors. He has been delivering Microsoft Dynamics CRM solutions since version 3.0 of the platform. He has also published several books on Microsoft Dynamics CRM and has presented at conferences on this topic.

  • Scott is a Microsoft Business Solutions MVP specializing in Dynamics 365. He is a committed and passionate software architect & technologist with a successful track record of realizing business vision through enterprise/application architectures that are tightly aligned with budget and timescales. By combining his detailed technical knowledge with a clear grasp of the wider commercial issues Scott can identify and implement practical solutions to real business problems. Scott is an excellent communicator and technical author, regularly speaking at conferences in the UK and abroad. Scott’s software career spans more than 20 years where he has moved from assembly language device driver programming, industrial control software and then into enterprise business applications. His experience covers work in Europe, North America, and Japan. He is also the author of the Ribbon Workbench for Dynamics CRM and SparkleXRM.

Content

Getting Started with Dynamics 365 Customer Engagement

The Course Overview
Choosing the Right Solution
Combining Solutions
Extensibility Options and Limitations
Creating Your First 30-day Trial
What is Dynamics 365 for Sales
Managing Your Customer
Managing the Sales Process
Goal Tracking, Reporting, and Intelligence
What is Dynamics 365 for Customer Service
Case Management
Interactive Service Hub
What is Dynamics 365 for Field Service
Scheduling
Inventory Management
What is Dynamics 365 for Project Service Automation
Resource Management
Time and Expenses
Freedom to Choose
Factors to Consider
The Main Components of the Platform
The Main Components of the Platform (Continued)
What are Entities?
Entity Relationships
Entity Elements
What are Functional Modules?
OOTB Functional Modules
Custom Functional Modules

Designing and Building Custom Apps using Dynamics 365

The Course Overview
Dynamic 365 Solution Setup & Deployment Strategy
Visual Studio Environment Setup
Managed or Unmanaged?
Setting up our SpaceFlight365 Solution
Package Deployer
Adding Visual Studio Package Dependencies
Adding NuGet Dependencies
Adding Javascript Dependencies
Enabling Source Control using VSTS & Git
Managing Branches
Introduction to spkl Task Runner
Creating a Plugin Project with spkl
Deploying a Web Resource Project with spkl
Managing Dynamics 365 Metadata
UnPacking Solutions with spkl
Merging Solution Packager Metadata
Packing Solutions with spkl
User Story Mapping
Using State Charts to control flow
State Behavior in Dynamics 365
App Data Modelling
Unified Client & Apps
Back to Basics
What is an Account?
Multi-Select Fields
Timezones
Base currency
What is Continuous Integration (CI)?
Adding Plugin Unit Tests
Adding Javascript Unit Tests
Setting up a CI Build
Creating VSTS Build Definition
Debugging broken builds
Creating a Release Definition
Introduction to Data Integration with Dynamic 365
Logical & Physical Integration Framework
Exchange Rate Integration
Exchange Rate Action Plugin Unit Tests
Implement Exchange Rate Plugin
Deploy Exchange Rate Plugin
Flight Telemetry Virtual Entity
Custom Virtual Entity Data Provider
Registering Custom Data Provider
Airport Flight Status Integration
External Integration User Setup
Workflow to apply status update
Check In Status Integration
Client or Server?
Taking client scripts to the next level
Deploying & Debugging ClientHooks
Calling Dynamics 365 SDK Services from JavaScript – a moving target!
Calling the WebApi from JavaScript
Command Bar Customizations
Adding Buttons & Commands using the Ribbon Workbench
Wiring up the JavaScript to the Cancel Booking Command
Dynamic Flyouts on Forms
Extending Grids
Adding Grid On Change Events
Grid Control Events
Adding Form Notifications
Adding Grid Status Icons
MVVM Pattern
Setting up the Client UI library and unit tests
Adding Seat Selection logic to the View Model & Unit Testing
Wiring up View Model to View
Adding Knockout Bindings
Responding to Drag Events
Adding Touch Support
Loading data for Seat Selection
Testing inside the Unified Client
Saving the Seat Assignments
Handling Errors
Preparing for deployment

Screenshots

Dynamic 365: Beginners Guide to Dynamics 365: 2-in-1 - Screenshot_01Dynamic 365: Beginners Guide to Dynamics 365: 2-in-1 - Screenshot_02Dynamic 365: Beginners Guide to Dynamics 365: 2-in-1 - Screenshot_03Dynamic 365: Beginners Guide to Dynamics 365: 2-in-1 - Screenshot_04

Reviews

David
February 4, 2020
The course is very well done, but isn't covering the information on building the Spaceflight365 app. So far, we have barely written any plugin or front-end code. I thought the course would have us build the actual application. Maybe it will, but glancing through the topics I'm not sure. Topics like source control, CI, VSTM are great, but out of scope for learning Dynamics 365 Custom application building.
Yitzik
November 28, 2019
why the url that shown are not available to copy and past? it is difficult to go the shown web side !!!
Manas
April 29, 2019
In the course it was mention thats its for beginners, and later on its high level course, with no predefined knowledge of .net. Its completely confusing and not recommened for beginners/intemediate, who wants to build expertise in D365. Really disappointed

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1981380
udemy ID
10/22/2018
course created date
1/3/2023
course indexed date
kokku
course submited by