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Leverage the power of Dynamics 365 to build and support enterprise scale business applications with Dynamics 365

What you'll learn

Understand the basics of Microsoft Dynamics 365 and how to quickly analyze CRM data to get a holistic view of your entire business

Integrate with the entire Microsoft Office Suite and work with Dynamics CRM data

Build, test, and maintain consistent custom HTML user interface with Dynamics 365 Unified UI for all devices and formats

Analyze data using dashboards, charts, and reports

Work with Dynamics CRM using mobile and tablet applications

Explore new and advanced features of Microsoft Dynamics 365 Customer Engagement

Requirements

No prior knowledge of Microsoft Dynamics 365 required.

Description

Microsoft Dynamics 365 is a business application that combines CRM and ERP capabilities to help you empower your employees, engage customers, and optimize operations. To build dynamic and incisive business solutions with Dynamics 365, you’ll need to have basic understanding of the Microsoft Dynamics CRM platform.This comprehensive 2-in-1 course contains in-depth content balanced with tutorials that put theory into practice. It’s focus is on giving you both the understanding and the practical examples that will allow you indulge in the world of Microsoft Dynamics 365.This training program includes 2 complete courses, carefully chosen to give you the most comprehensive training possible.The first course, Start Up Guide For Microsoft Dynamics 365, course starts off with setting up a Dynamics CRM trial instance and understanding its basic navigation. You will then learn to perform CRUD operations on CRM records. You will also learn to analyse data using dashboards, charts, and reports. Next, you will learn to import and export data from Dynamics CRM. You will work with Dynamics CRM using Outlook.The second course, Designing and Building Custom Apps using Dynamics 365, course starts off with setting up fast and effective collaborative development and a mature Continuous Integration pipeline using Microsoft Team Services, npm, Nuget, and Gulp. You will then learn a framework for effective data modelling of entities within Dynamics 365 and how functionality can be built up in iterations using user story mapping. You will also learn about base currencies to ensure that your custom apps do not run into any challenges as they grow in complexity and usage. Next, you will see how logical and physical architecture of integration with external systems is examined using the new Web-Hooks and Virtual Entity features, allowing data to be both consumed and output in a robust and efficient fashion. You will learn about the new Xrm client API features of the Unified Client provide exciting new ways of extending your forms and grids which are demonstrated using the sample application being built. Further, you'll learn how to extend your Microsoft Dynamics 365 Customer Engagement business applications using HTML, TypeScript, and CSS using KnockoutJS via the MVVM design pattern so that your logic can be unit tested and deployed with easy and effortless repeatability.By the end of this Learning Path, you’ll be able to build and support enterprise scale business applications with Dynamics 365.

About the Authors:

Piyush Paliwal has been working as a Microsoft Dynamics CRM consultant for more than half a decade and have been associated with Microsoft for a few years now. During this , he has helped various customers manage their sales pipeline by brig their business processes in Dynamics CRM or Dynamics 365. In his spare , he usually prefers to go for a drive.

Scott Durow 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 scales. 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. He 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: Start Up Guide For Microsoft Dynamics 365

Lecture 1 The Course Overview

Lecture 2 What is CRM and Why it is needed?

Lecture 3 Introduction to Microsoft Dynamics 365

Lecture 4 Setting Up a Trial Instance of Dynamics 365

Lecture 5 Moving around in Microsoft Dynamics 365

Lecture 6 Personalize Dynamics to Suit Your Needs

Lecture 7 How Does Dynamics CRM Data Model look?

Lecture 8 Play with Records (CRUD Operations)

Lecture 9 Import/Export data in CRM

Lecture 10 Typical Sales Cycle - Demo

Lecture 11 Advanced Find – Strongest Search Tool

Lecture 12 Create Views

Lecture 13 Explore Trends with Charts

Lecture 14 Need 360 View of Business

Lecture 15 Working with Reports

Lecture 16 Go Mobile with Dynamics CRM Mobile Client

Lecture 17 Go Mobile with Dynamics CRM Tablet Client

Lecture 18 Exploring How Well Dynamics CRM Talks to Outlook

Lecture 19 Ease Up the Sales Document Writing

Lecture 20 Start Analyzing Data with Excel Templates

Lecture 21 Do More with Dynamics 365

Section 2: Designing and Building Custom Apps using Dynamics 365

Lecture 22 The Course Overview

Lecture 23 Dynamic 365 Solution Setup & Deployment Strategy

Lecture 24 Visual Studio Environment Setup

Lecture 25 Managed or Unmanaged?

Lecture 26 Setting up our SpaceFlight365 Solution

Lecture 27 Package Deployer

Lecture 28 Adding Visual Studio Package Dependencies

Lecture 29 Adding NuGet Dependencies

Lecture 30 Adding javascript Dependencies

Lecture 31 Enabling Source Control using VSTS & Git

Lecture 32 Managing Branches

Lecture 33 Introduction to spkl Task Runner

Lecture 34 Creating a Plugin Project with spkl

Lecture 35 Deploying a Web Resource Project with spkl

Lecture 36 Managing Dynamics 365 Metadata

Lecture 37 UnPacking Solutions with spkl

Lecture 38 Meg Solution Packager Metadata

Lecture 39 Packing Solutions with spkl

Lecture 40 User Story Mapping

Lecture 41 Using State Charts to control flow

Lecture 42 State Behavior in Dynamics 365

Lecture 43 App Data Modelling

Lecture 44 Unified Client & Apps

Lecture 45 Back to Basics

Lecture 46 What is an Account?

Lecture 47 Multi-Select Fields

Lecture 48 zones

Lecture 49 Base currency

Lecture 50 What is Continuous Integration (CI)?

Lecture 51 Adding Plugin Unit Tests

Lecture 52 Adding javascript Unit Tests

Lecture 53 Setting up a CI Build

Lecture 54 Creating VSTS Build Definition

Lecture 55 Debugging broken builds

Lecture 56 Creating a Release Definition

Lecture 57 Introduction to Data Integration with Dynamic 365

Lecture 58 Logical & Physical Integration Framework

Lecture 59 Exchange Rate Integration

Lecture 60 Exchange Rate Action Plugin Unit Tests

Lecture 61 Implement Exchange Rate Plugin

Lecture 62 Deploy Exchange Rate Plugin

Lecture 63 Flight Telemetry Virtual Entity

Lecture 64 Custom Virtual Entity Data Provider

Lecture 65 Registering Custom Data Provider

Lecture 66 Airport Flight Status Integration

Lecture 67 External Integration User Setup

Lecture 68 Workflow to apply status update

Lecture 69 Check In Status Integration

Lecture 70 Client or Server?

Lecture 71 Taking client scripts to the next level

Lecture 72 Deploying & Debugging ClientHooks

Lecture 73 Calling Dynamics 365 SDK Services from javascript – a moving target!

Lecture 74 Calling the WebApi from javascript

Lecture 75 Command Bar Customizations

Lecture 76 Adding Buttons & Commands using the Ribbon Workbench

Lecture 77 Wiring up the javascript to the Cancel Booking Command

Lecture 78 Dynamic Flyouts on Forms

Lecture 79 Extending Grids

Lecture 80 Adding Grid On Change Events

Lecture 81 Grid Control Events

Lecture 82 Adding Form Notifications

Lecture 83 Adding Grid Status Icons

Lecture 84 MVVM Pattern

Lecture 85 Setting up the Client UI library and unit tests

Lecture 86 Adding Seat Selection logic to the View Model & Unit Testing

Lecture 87 Wiring up View Model to View

Lecture 88 Adding Knockout Bindings

Lecture 89 Responding to Drag Events

Lecture 90 Adding Touch Support

Lecture 91 Loading data for Seat Selection

Lecture 92 Testing inside the Unified Client

Lecture 93 Saving the Seat Assignments

Lecture 94 Handling Errors

Lecture 95 Preparing for deployment

This Learning Path is for new users of the Microsoft Dynamics CRM platform, as well as existing users who want to learn more and become more proficient.

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