Dynamic 365: Beginners Guide To Dynamics 365: 2-In-1

Become a power user of the Dynamics 365 platform

What you'll 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

Requirements

This course does not assume any prior knowledge and explains core concepts in an easy-to-understand manner.

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 OverviewThis 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.

Overview

Section 1: Getting Started with Dynamics 365 Customer Engagement

Lecture 1 The Course Overview

Lecture 2 Choosing the Right Solution

Lecture 3 Combining Solutions

Lecture 4 Extensibility Options and Limitations

Lecture 5 Creating Your First 30-day Trial

Lecture 6 What is Dynamics 365 for Sales

Lecture 7 Managing Your Customer

Lecture 8 Managing the Sales Process

Lecture 9 Goal Tracking, Reporting, and Intelligence

Lecture 10 What is Dynamics 365 for Customer Service

Lecture 11 Case Management

Lecture 12 Interactive Service Hub

Lecture 13 What is Dynamics 365 for Field Service

Lecture 14 Scheduling

Lecture 15 Inventory Management

Lecture 16 What is Dynamics 365 for Project Service Automation

Lecture 17 Resource Management

Lecture 18 Time and Expenses

Lecture 19 Freedom to Choose

Lecture 20 Factors to Consider

Lecture 21 The Main Components of the Platform

Lecture 22 The Main Components of the Platform (Continued)

Lecture 23 What are Entities?

Lecture 24 Entity Relationships

Lecture 25 Entity Elements

Lecture 26 What are Functional Modules?

Lecture 27 OOTB Functional Modules

Lecture 28 Custom Functional Modules

Section 2: Designing and Building Custom Apps using Dynamics 365

Lecture 29 The Course Overview

Lecture 30 Dynamic 365 Solution Setup & Deployment Strategy

Lecture 31 Visual Studio Environment Setup

Lecture 32 Managed or Unmanaged?

Lecture 33 Setting up our SpaceFlight365 Solution

Lecture 34 Package Deployer

Lecture 35 Adding Visual Studio Package Dependencies

Lecture 36 Adding NuGet Dependencies

Lecture 37 Adding Javascript Dependencies

Lecture 38 Enabling Source Control using VSTS & Git

Lecture 39 Managing Branches

Lecture 40 Introduction to spkl Task Runner

Lecture 41 Creating a Plugin Project with spkl

Lecture 42 Deploying a Web Resource Project with spkl

Lecture 43 Managing Dynamics 365 Metadata

Lecture 44 UnPacking Solutions with spkl

Lecture 45 Merging Solution Packager Metadata

Lecture 46 Packing Solutions with spkl

Lecture 47 User Story Mapping

Lecture 48 Using State Charts to control flow

Lecture 49 State Behavior in Dynamics 365

Lecture 50 App Data Modelling

Lecture 51 Unified Client & Apps

Lecture 52 Back to Basics

Lecture 53 What is an Account?

Lecture 54 Multi-Select Fields

Lecture 55 Timezones

Lecture 56 Base currency

Lecture 57 What is Continuous Integration (CI)?

Lecture 58 Adding Plugin Unit Tests

Lecture 59 Adding Javascript Unit Tests

Lecture 60 Setting up a CI Build

Lecture 61 Creating VSTS Build Definition

Lecture 62 Debugging broken builds

Lecture 63 Creating a Release Definition

Lecture 64 Introduction to Data Integration with Dynamic 365

Lecture 65 Logical & Physical Integration Framework

Lecture 66 Exchange Rate Integration

Lecture 67 Exchange Rate Action Plugin Unit Tests

Lecture 68 Implement Exchange Rate Plugin

Lecture 69 Deploy Exchange Rate Plugin

Lecture 70 Flight Telemetry Virtual Entity

Lecture 71 Custom Virtual Entity Data Provider

Lecture 72 Registering Custom Data Provider

Lecture 73 Airport Flight Status Integration

Lecture 74 External Integration User Setup

Lecture 75 Workflow to apply status update

Lecture 76 Check In Status Integration

Lecture 77 Client or Server?

Lecture 78 Taking client scripts to the next level

Lecture 79 Deploying & Debugging ClientHooks

Lecture 80 Calling Dynamics 365 SDK Services from JavaScript – a moving target!

Lecture 81 Calling the WebApi from JavaScript

Lecture 82 Command Bar Customizations

Lecture 83 Adding Buttons & Commands using the Ribbon Workbench

Lecture 84 Wiring up the JavaScript to the Cancel Booking Command

Lecture 85 Dynamic Flyouts on Forms

Lecture 86 Extending Grids

Lecture 87 Adding Grid On Change Events

Lecture 88 Grid Control Events

Lecture 89 Adding Form Notifications

Lecture 90 Adding Grid Status Icons

Lecture 91 MVVM Pattern

Lecture 92 Setting up the Client UI library and unit tests

Lecture 93 Adding Seat Selection logic to the View Model & Unit Testing

Lecture 94 Wiring up View Model to View

Lecture 95 Adding Knockout Bindings

Lecture 96 Responding to Drag Events

Lecture 97 Adding Touch Support

Lecture 98 Loading data for Seat Selection

Lecture 99 Testing inside the Unified Client

Lecture 100 Saving the Seat Assignments

Lecture 101 Handling Errors

Lecture 102 Preparing for deployment

This learning path is designed to introduce new users such as customer service representative, a project manager, a field service technician, or a business analyst to the core concepts and elements of this platform and to help existing users get a better understanding of the various components of this very flexible platform.