Designing and Building Custom Apps using Dynamics 365 [Video]

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Designing and Building Custom Apps using Dynamics 365 [Video]

Scott Durow

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Video Details

ISBN 139781788390613
Course Length10 hours and 8 minutes

Video Description

This course demonstrates 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 TypeScript generated web resources.

Starting off, the course makes sure you have everything setup 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.

Learn about base currencies, to ensure that your custom apps do not run into any challenges as they grow in complexity and usage. The 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.

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.

You'll then learn 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. This course also covers the considerations for mobile touch interfaces so that your feature rich extensions will work on all devices and formats.

Style and Approach

This practical and hands-on guide to advanced Microsoft Dynamics 365 Customer Engagement extensions will help you manage your digital transformations.

Table of Contents

Setting Up Our Development Environment
The Course Overview
Dynamic 365 Solution Setup & Deployment Strategy
Visual Studio Environment Setup
Managed or Unmanaged?
Setting up our SpaceFlight365 Solution
Package Deployer
Adding Visual Studio Package Dependencies
Adding NuGet Dependencies
Adding Javascript Dependencies
Enabling Source Control using VSTS & Git
Managing Branches
Introduction to spkl Task Runner
Creating a Plugin Project with spkl
Deploying a Web Resource Project with spkl
Managing Dynamics 365 Metadata
UnPacking Solutions with spkl
Merging Solution Packager Metadata
Packing Solutions with spkl
SpaceFlight365 Design
User Story Mapping
Using State Charts to control flow
State Behavior in Dynamics 365
App Data Modelling
Unified Client & Apps
Back to Basics
What is an Account?
Multi-Select Fields
Timezones
Base currency
Continuous Integration using VSTS
What is Continuous Integration (CI)?
Adding Plugin Unit Tests
Adding Javascript Unit Tests
Setting up a CI Build
Creating VSTS Build Definition
Debugging broken builds
Creating a Release Definition
SpaceFlight365 Data Model – External Data Integration
Introduction to Data Integration with Dynamic 365
Logical & Physical Integration Framework
Exchange Rate Integration
Exchange Rate Action Plugin Unit Tests
Implement Exchange Rate Plugin
Deploy Exchange Rate Plugin
Flight Telemetry Virtual Entity
Custom Virtual Entity Data Provider
Registering Custom Data Provider
Airport Flight Status Integration
External Integration User Setup
Workflow to apply status update
Check In Status Integration
SpaceFlight365 – Form Extensions
Client or Server?
Taking client scripts to the next level
Deploying & Debugging ClientHooks
Calling Dynamics 365 SDK Services from JavaScript ? a moving target!
Calling the WebApi from JavaScript
Command Bar Customizations
Adding Buttons & Commands using the Ribbon Workbench
Wiring up the JavaScript to the Cancel Booking Command
Dynamic Flyouts on Forms
Extending Grids
Adding Grid On Change Events
Grid Control Events
Adding Form Notifications
Adding Grid Status Icons
SpaceFlight365 HTML Web Resources
MVVM Pattern
Setting up the Client UI library and unit tests
Adding Seat Selection logic to the View Model & Unit Testing
Wiring up View Model to View
Adding Knockout Bindings
Responding to Drag Events
Adding Touch Support
Loading data for Seat Selection
Testing inside the Unified Client
Saving the Seat Assignments
Handling Errors
Preparing for deployment

What You Will Learn

  • Implement and Unit Test complex business rules using C# Plugins & Workflows, TypeScript and the WebAPI
  • Extend the user interface in a fully supported way using the Form XRM client-side API, custom Command Bar buttons and Editable Grid business logic
  • Develop custom user interface components that will run both on the web and mobile/tablet clients using TypeScript with the MVVM pattern and KnockoutJS
  • Automatically unit test your code using the Visual Studio Testing Tools, QUnit and Chutzpah
  • 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
  • Structure your solutions to effectively deploy version updates and patches
  • Create Scheduled Jobs to perform repeating tasks
  • Integrate with external Web Services using Web-Hooks and Virtual Entities

Authors

Table of Contents

Setting Up Our Development Environment
The Course Overview
Dynamic 365 Solution Setup & Deployment Strategy
Visual Studio Environment Setup
Managed or Unmanaged?
Setting up our SpaceFlight365 Solution
Package Deployer
Adding Visual Studio Package Dependencies
Adding NuGet Dependencies
Adding Javascript Dependencies
Enabling Source Control using VSTS & Git
Managing Branches
Introduction to spkl Task Runner
Creating a Plugin Project with spkl
Deploying a Web Resource Project with spkl
Managing Dynamics 365 Metadata
UnPacking Solutions with spkl
Merging Solution Packager Metadata
Packing Solutions with spkl
SpaceFlight365 Design
User Story Mapping
Using State Charts to control flow
State Behavior in Dynamics 365
App Data Modelling
Unified Client & Apps
Back to Basics
What is an Account?
Multi-Select Fields
Timezones
Base currency
Continuous Integration using VSTS
What is Continuous Integration (CI)?
Adding Plugin Unit Tests
Adding Javascript Unit Tests
Setting up a CI Build
Creating VSTS Build Definition
Debugging broken builds
Creating a Release Definition
SpaceFlight365 Data Model – External Data Integration
Introduction to Data Integration with Dynamic 365
Logical & Physical Integration Framework
Exchange Rate Integration
Exchange Rate Action Plugin Unit Tests
Implement Exchange Rate Plugin
Deploy Exchange Rate Plugin
Flight Telemetry Virtual Entity
Custom Virtual Entity Data Provider
Registering Custom Data Provider
Airport Flight Status Integration
External Integration User Setup
Workflow to apply status update
Check In Status Integration
SpaceFlight365 – Form Extensions
Client or Server?
Taking client scripts to the next level
Deploying & Debugging ClientHooks
Calling Dynamics 365 SDK Services from JavaScript ? a moving target!
Calling the WebApi from JavaScript
Command Bar Customizations
Adding Buttons & Commands using the Ribbon Workbench
Wiring up the JavaScript to the Cancel Booking Command
Dynamic Flyouts on Forms
Extending Grids
Adding Grid On Change Events
Grid Control Events
Adding Form Notifications
Adding Grid Status Icons
SpaceFlight365 HTML Web Resources
MVVM Pattern
Setting up the Client UI library and unit tests
Adding Seat Selection logic to the View Model & Unit Testing
Wiring up View Model to View
Adding Knockout Bindings
Responding to Drag Events
Adding Touch Support
Loading data for Seat Selection
Testing inside the Unified Client
Saving the Seat Assignments
Handling Errors
Preparing for deployment

Video Details

ISBN 139781788390613
Course Length10 hours and 8 minutes
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