This Dynamics CRM Developer course is designed to help a developer familiar with Microsoft developer technologies learn how to customize and extend Microsoft Dynamics CRM (online classes available).

Dynamics 365 is a set of intelligent business applications that helps you run your entire business and deliver greater results through predictive, AI-driven insights. Dynamics 365 applications work seamlessly together for a comprehensive solution that runs your entire business—including sales, marketing, service, operations, and commerce. You’ll get a 360-degree view of your organization to uncover the real-time insights that bring better results.

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Course Content

Module 1: IntroducƟon
 Overview of MicrosoŌ Dynamics 365 versions and framework
 Tools for Dynamics 365 customizers
 Lab: Seƫng up the lab environment

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Module 2: IniƟal Setup, ConfiguraƟon, and Security
 IntroducƟon to Dynamics 365 Admin Center
 Design and configure business units
 Configure security roles, users, and teams
 Lab: Configure users, business units, and access levels

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Module 3: CreaƟng and Managing EnƟƟes
 IntroducƟon to enƟty types and custom enƟƟes
 Managing enƟty properƟes and security
 Lab: Configure access teams and management hierarchy

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Module 4: Customizing Fields
 Field types and customizaƟon
 Implement calculated fields and security
 Lab: CreaƟng and managing fields

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Module 5: Customizing RelaƟonships and Mappings
 CreaƟng enƟty and hierarchical relaƟonships
 Understanding relaƟonship behavior
 Lab: Configure field mapping and relaƟonships

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Module 6: Customizing Forms, Views, and VisualizaƟons
 Process of creaƟng forms and customizaƟons
 Customizing system views, charts, and dashboards
 Lab: Configure system views, charts, and dashboards

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Module 7: Processes: Workflows, Business Process Flows, and Custom AcƟons
 Workflow and custom acƟons overview
 Lab: Create workflows and business process flows

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Module 8: Architecture, Development, and Extensibility in Dynamics 365 CRM Apps
 IntroducƟon to Dynamics 365 CRM Apps Web Service
 Developer tools and coding
 Lab: Create workflows and business process flows

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Module 9: Extending CRM Apps User Experience
 Client-side scripƟng and business rules
 Power Apps Component Framework (PCF)
 Lab: Use client script for Sales App customizaƟon and create a PCF for Sales

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Module 10: Dynamics 365 CRM Web Services and IntegraƟon
 Custom connectors and Web API
 Plugins and Webhooks
 Lab: Create a custom connector for Sales and a plugin for Sales data integraƟon
Module 11: SoluƟon Management
 Managing soluƟon components and understanding managed/unmanaged soluƟons
 Cloning soluƟons and patches
 Lab: Export/import managed and unmanaged soluƟons, create web hook

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Final Project

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