Microsoft Dynamics 365 Extensions Cookbook

More than 80 recipes to help you leverage the various extensibility features available for Microsoft Dynamics and solve problems easily
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Microsoft Dynamics 365 Extensions Cookbook

Rami Mounla

More than 80 recipes to help you leverage the various extensibility features available for Microsoft Dynamics and solve problems easily
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Book Details

ISBN 139781786464170
Paperback462 pages

Book Description

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.

Table of Contents

Chapter 1: 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
Chapter 2: 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
Chapter 3: 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
Chapter 4: 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
Chapter 5: 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
Chapter 6: 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
Chapter 7: 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
Chapter 8: 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
Chapter 9: Dynamics 365 Extensions
Introduction
Dynamics 365 applications
Dynamics 365 Common Data Services
Building a Dynamics 365 PowerApp
Using Flow to move data between CDS and Dynamics 365
Installing a solution from AppSource
Using the Data Export Service solution for data replication
Building Power BI dashboards from CRM data
Chapter 10: Architectural Views
Business view
Logical view
Deployment view
Non-functional requirements
Chapter 11: Dynamics 365
Rebranding
Modularity
Licensing
Dynamics 365 Add-ons
Conclusion

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

Authors

Table of Contents

Chapter 1: 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
Chapter 2: 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
Chapter 3: 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
Chapter 4: 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
Chapter 5: 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
Chapter 6: 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
Chapter 7: 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
Chapter 8: 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
Chapter 9: Dynamics 365 Extensions
Introduction
Dynamics 365 applications
Dynamics 365 Common Data Services
Building a Dynamics 365 PowerApp
Using Flow to move data between CDS and Dynamics 365
Installing a solution from AppSource
Using the Data Export Service solution for data replication
Building Power BI dashboards from CRM data
Chapter 10: Architectural Views
Business view
Logical view
Deployment view
Non-functional requirements
Chapter 11: Dynamics 365
Rebranding
Modularity
Licensing
Dynamics 365 Add-ons
Conclusion

Book Details

ISBN 139781786464170
Paperback462 pages
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