Book description
More than 80 recipes to help you leverage the various extensibility features available for Microsoft Dynamics and solve problems easily
About This Book
- Customize, configure, and extend the vanilla features of Dynamics 365 to deliver bespoke CRM solutions fit for any organization
- Implement business logic using point-and-click configuration, plugins, and client-side scripts with MS Dynamics 365
- Built a DevOps pipeline as well as Integrate Dynamics 365 with Azure and other platforms
Who This Book Is For
This book is for developers, administrators, consultants, and power users who want to learn about best practices when extending Dynamics 365 for enterprises. You are expected to have a basic understand of the Dynamics CRM/365 platform.
What You Will Learn
- Customize, configure, and extend Microsoft Dynamics 365
- Create business process automation
- Develop client-side extensions to add features to the Dynamics 365 user interface
- Set up a security model to securely manage data with Dynamics 365
- Develop and deploy clean code plugins to implement a wide range of custom behaviors
- Use third-party applications, tools, and patterns to integrate Dynamics 365 with other platforms
- Integrate with Azure, Java, SSIS, PowerBI, and Octopus Deploy
- Build an end-to-end DevOps pipeline for Dynamics 365
In Detail
Microsoft Dynamics 365 is a powerful tool. It has many unique features that empower organisations to bridge common business challenges and technology pitfalls that would usually hinder the adoption of a CRM solution. This book sets out to enable you to harness the power of Dynamics 365 and cater to your unique circumstances.
We start this book with a no-code configuration chapter and explain the schema, fields, and forms modeling techniques. We then move on to server-side and client-side custom code extensions. Next, you will see how best to integrate Dynamics 365 in a DevOps pipeline to package and deploy your extensions to the various SDLC environments. This book also covers modern libraries and integration patterns that can be used with Dynamics 365 (Angular, 3 tiers, and many others). Finally, we end by highlighting some of the powerful extensions available.
Throughout we explain a range of design patterns and techniques that can be used to enhance your code quality; the aim is that you will learn to write enterprise-scale quality code.
Style and approach
This book takes a recipe-based approach, delivering practical examples and use cases so that you can identify the best possible approach to extend your Dynamics 365 deployment and tackle your specific business problems.
Table of contents
- www.PacktPub.com
- Preface
-
No Code Extensions
- Introduction
- Modeling denormalized entities
- Modeling normalized entities with a common parent
- Modeling independent normalized entities
- Using a Business Rule to show and hide attributes
- Building a configurable e-mail notification workflow
- Building your first action
- Setting up the rollup fields
- Setting up calculated fields
- Duplicate detection using alternate keys
-
Client-Side Extensions
- Introduction
- Creating your first JavaScript function
- Wiring your event programmatically
- Writing reusable JavaScript functions
- Querying 365 data using the Web API endpoint
- Querying the 365 metadata services
- Building a custom UI using AngularJS
- Debugging your JavaScript with Edge
- Debugging your JavaScript with Chrome
- Unit testing your JavaScript
- Customizing the Ribbon
-
SDK Enterprise Capabilities
- Introduction
- Server-side concurrency control
- Client-side concurrency control
- Executing a request within a transaction
- Batch requests
- Staging data imports
- Creating early bound entity classes
- Extending CrmSvcUtil with filtering
- Extending CrmSvcUtil to generate option-sets enum
- Migrating configuration across instances using the CRM configuration migration tool
-
Server-Side Extensions
- Introduction
- Creating a Visual Studio solution for Dynamics 365 customization
- Creating a solution using the Dynamics CRM Developer Toolkit template
- Creating a LINQ data access layer
- Creating your first plugin
- Impersonate another user when running your plugin
- Creating your first custom workflow activity
- Creating your first custom action
- Deploying your customization using the plugin registration tool
- Debugging your plugin in Dynamics 365 on-premise
- Debugging your plugin in Dynamics 365 online
-
External Integration
- Introduction
- Connecting to Dynamics 365 from other systems using .NET
- Connecting to Dynamics 365 from other systems using OData (Java)
- Retrieving data from external resources using external libraries
- Connecting to Dynamics 365 using web applications
- Running Azure scheduled tasks
- Setting up an Azure Service Bus endpoint
- Building near real-time integration with Azure Service Bus
- Consuming messages from an Azure Service Bus
- Running no code scheduled synchronization using Scribe
- Integrating with SSIS using KingswaySoft
-
Enhancing Your Code
- Introduction
- Refactoring your plugin using a three-layer pattern
- Replacing your LINQ data access layer with QueryExpressions
- Logging error from your customization
- Converting your plugin into a custom workflow activity
- Unit testing your plugin business logic
- Unit testing your plugin with an in-memory context
- Integration testing your plugin end-to-end
- Profiling your plugin
- Build a generic read audit plugin
- Using Cross-Origin Resource Sharing with CRM Online
-
Security
- Introduction
- Building cumulative security roles
- Configuring business unit hierarchies
- Configuring access based on hierarchical positions
- Configuring and assigning field-level security
- Setting up teams and sharing
- Setting up Access Teams
- Encrypting data at rest to meet the FIPS 140-2 standard
- Managing your Dynamics 365 online SQL TDE encryption key
-
DevOps
- Introduction
- Exporting Dynamics 365 solutions using PowerShell
- Deploying solutions using PowerShell
- Building a solution hierarchy
- Patching a solution
- Staging a solution
- Using SolutionPackager to save solutions in source control
- Packaging your solution with configuration data using PackageDeployer
- Triggering builds on solution version increments
- Integrating your deployment cycles with Octopus Deploy
- Dynamics 365 Extensions
- Architectural Views
- Dynamics 365
Product information
- Title: Microsoft Dynamics 365 Extensions Cookbook
- Author(s):
- Release date: June 2017
- Publisher(s): Packt Publishing
- ISBN: 9781786464170
You might also like
book
Extending Microsoft Dynamics 365 for Operations Cookbook
Have the best tools at your fingertips to extend and maximize the efficiency of your business …
book
Mastering Microsoft Dynamics 365 Implementations
Confidently shepherd your organization’s implementation of Microsoft Dynamics 365 to a successful conclusion In Mastering Microsoft …
book
Microsoft 365 and SharePoint Online Cookbook
With over 100 practical recipes that offer extensive coverage of Microsoft Office 365, learn how to …
book
Microsoft 365 and SharePoint Online Cookbook - Second Edition
Unlock over 100 recipes for mastering Microsoft 365. Boost productivity with Copilot, collaborate with SharePoint and …
