Dynamics 365 Technical


Duration: 8 Days


Microsoft Dynamics 365 Technical course offers to learn various AX7 Technical features and functionalities. The AX7 Technical course covers Customizations & Configurations, Client side scripting and Dynamics 365 extending.

Additional information

Part 1–Customizations and Configurations

Introduction to Customization and Configuration in Dynamics CRM
1. What is Dynamics Customization and Configuration
2. CRM Architecture
3. Customization Methodology

Manage Microsoft Dynamics CRM Online Subscriptions
1. Configuring CRM
2. Overview of CRM Security
3. User Administration
4. Mailboxes
5. Teams

CRM Security Model
1. Purpose of the CCRM Security Model
2. Privileges
3. Access Levels
4. Security Roles
5. Hierarchy Security
6. Hierarchy Types

Introduction to solutions
1. Solutions Overview
2. Solution Detail
3. Creating and Working with Solutions
4. Working with Solution Assets
5. Exporting Solutions
6.Importing Solutions

Entity and Field Customization
1. Types Entities
2. Entity Ownership
3.Entity Properties
4. System vs Custom Entities
5. Custom Entities and Security Roles
6. Overview of Fields
7. Field Properties

Additional Field Customization
1. Creating Fields to Meet Client Needs
2. Calculated Fields
3. Rollup Fields
4. CRM Option Sets
5. Alternate Keys
6. Field Level Security
7. State and Status Reason Transitions

Relationships in Dynamics CRM 2016
1. Types of Relationships
2. How and where they are created
3. Many to Many Relationships
4. Hierarchical Data
5. Entity Mapping
6. Connection and Connection Roles

Customizing Forms
1. Form types
2. Qualities of a good form
3. Building a Form
4. Specialized Form Components
5. Access Teams and Sub Grids
6. Working with Navigation
7. Additional Form Types
8. Multiple Forms
9. Form customizations and Mobile Clients

Business Rules
1. Business Rules Introduction
2. Business Rule Scope
3. Trigger Rules
4. Condition and Actions
5. Else Conditions and Actions Occur When Conditions Are True

Views and Visualizations
1. Using Views
2. View Customization
3. System View Types Quick Find
4. Customization Charts
5. Customizing Dashboard
6. Themes

Introduction to Processes
1. Processes and Automation
2. Workflow Basics

Business Process Flows
1. What are CRM Business Process Flows
2. Enabling Business Process Flows
3. Steps Stages and Categories
4. Conditional Branching

Part 2– Client Side Scripting

1. Design JavaScript
2. Design WEB API
Part 3– Dynamics 365 extending

Overview of Extending Dynamics CRM
1. Configuration, Customize, and Extend
2. Built-in Functionality
3. Types of Extensibility
4. Navigation and Commanding
5. APIs – Working with Data, Services, and Forms
6. Multi-Tenant Deployment
7. Solutions Overview

Customizing navigation and the command bar
1. Navigation Across the Different User Experiences
2. Site Map Structure
3. Command Bar Customization
4. URL Addressable Forms & Views
5. Command Definition Components
6. Using Parameters
7. Types of Display and Enable Rules
8. Languages
9. Command Bar Editing Consideration

Form event scripting
1. Overview of Form Scripting
2. Form Scripting Scenarios
3. Form and Field Events
4. Steps to implement a script in CRM
5. Xrm.Page API Overview
6. Working with Data
7. Attributes vs. Controls
8. Working with Controls
9. Utility Function Overview
10. Learning more in the SDK

Part 3– Dynamics 365 extending

Extending the UI with web resources
1. Types of Web Resources
2. Where Web Resource can be used/ Scenarios
3. Steps to create a web resource
4. Placing and Web Resources on Forms
5. Using the Data and other Parameters
6. Controlling Web Resources
7. Referencing web resources

Using the CRM organization service
1. Understanding Organization Request/Response
2. CRM Data Types
3. Options for Getting IOrganizationService Instance
4. CRM SDK Assemblies
5. Early and Late Binding
6. CRMSvc Utility
7. CRM Data Types
8. Basic Operations
9. Other Methods
10. Handing Faults

Query data with the organization service
1. Query Styles- Query by Attribute, Query Expression, Fetch, LINQ
2. Using Query Attribute
3. Using Fetch
4. Using LINQ
5. Using Query Expression

Using the REST/OData endpoint
1. OData Resource Path Examples
2. Query Options
3. Review of the Web API

1. Exploring Plug-in Architecture
2. Using CRM Developer Toolkit
3. Plug-in Isolation
4. Tracing and Debugging Plugins

Custom workflow activities
1. Overview of CRM Workflows
2. Custom Workflow Class Diagram
3. Working with Parameters
4. Working with Services using Developer Toolkit


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