Customizing Dynamics 365: Implementing and Releasing Business Solutions

Description: Gain an understanding of basic and advanced customizations in Dynamics 365 and learn how they can be effectively used to implement simple business requirements. This is a practical book for developers that explains the use of various Dynamics 365 features as well as use of advanced concepts such as Azure integration and custom development. Customizing Dynamics 365 starts by explaining the business requirements of the example application, which will explain the platform features, and discussing why Dynamics 365 is the ideal platform for the solution. Next, you will set up your development environment and use the different customizations of the platform to implement the basic business requirements of the example application. Further, you will automate the business process and create advanced customizations with plugins and custom workflow activities. Towards the end you will learn more about Azure integration, reports and dashboards, portal development, and data migration techniques, which will help you select the best option for a particular scenario. After reading this book you will be able to develop solutions with Dynamic 365 by understanding the various features and customizations of the platform. What You Will LearnChoose the right customizations and configurations to meet end-user requirements Use Azure features with Dynamics 365 to implement complex business scenarios Understand the importance of using source control for Dynamics 365 customizations Discover new trends with Dynamics 365 mobility Who This Book Is For Dynamics 365 developers, consultants, and architects. Chapter 1: Getting Ready Chapter Goal: This initial chapter will set the stage for the rest of the book by explaining how to get ready to develop a solution with Dynamics 365. It will explain the business requirements of the Membership Management System which will be used to explain the platform features in high level and discuss why Dynamics 365 is the ideal platform for the solution. No of pages 45 Sub -Topics1. An introduction to Dynamics 365 and its evolution 2. The Membership Management domain3. Why use Dynamics 365 4. Preparation of the backlog 5. Identifying the high-level processes 6. Creating the Entity Model 7. Extracting business processes Chapter 2: Setting up Development Environment Chapter Goal: Second chapter is dedicated to explain how to set up the visual studio development environment and choosing the Dynamics 365 environments. Main focus is given to source controlling and deciding on how to release the artifacts to the end users. No of pages: 30 Sub - Topics 1. Setting up the development environments2. Deciding on Deployment Strategy 3. Managed and Unmanaged solutions, solution patches and solution upgrades 4. Use of solution packager and check-in in CRM customizations to TFS 5. Moving towards release automationChapter 3: Out of the box customizations of Dynamics 365 Chapter Goal: This chapter will explain how to use the out of the box customizations of the platform to implement the basic business requirements of the Membership Management System including form customizations and validations. No of pages: 40 Sub - Topics: 1. Form customizations 2. Auto numbering options3. Basic validations 4. Business Rules 5. Using type scripts instead of writing complex javascript for validationsChapter 4: Automating the business processes Chapter Goal: Main purpose of this chapter is to guide the reader to use basic Workflows and Actions to implement simple business flows No of pages: 25 Sub - Topics: 1. Implementing business flows with workflows and actions 2. Calling actions with workflows and javascript 3. Implementing state driven workflowsChapter 5: Advanced customizations with Plugins and Custom Workflow activities Chapter Goal: The readers will be given guidelines on implementing complex business requirements with Plugins and Custom Workflow activities. It also explains when to use the plugins or workflows. No of pages:40 Sub - Topics: 1. Implementing business requirements with plugins and custom workflow activities 2. When to use plugins and custom workflows 3. Use plugins as data sources 4. Unit testing plugins and workflows with mocksChapter 6: Azure Integrations Chapter Goal: This chapter will give the reader an understanding of the most commonly used Dynamics 365 integrations with Azure. No of pages:30 Sub - Topics: 1. Using Azure Web Jobs to implement business requirements 2. Using Azure Functions to implement business requirements 3. Using Azure Logic Apps to implement business requirementsChapter 7: Reporting Chapter Goal: Readers will be given a high-level overview of creating reports and dashboards. Also will give a quick overview of creating dashboards by integrating with PowerBI.No of pages:25 Sub - Topics: 1. Using Advanced find as reports 2. Using Dynamics 365 Reporting wizard 3. Developing custom reports 4. Dashboards and PowerBI integrationsChapter 8: Portal Development Chapter Goal: The main focus of this chapter is to explain the options portal development technologies available and guiding how to select the appropriate one for the scenario. No of pages:40 Sub - Topics: 1. Introduction to the options available 2. Using Dynamics 365 portals 3. Developing custom portal with MVCChapter 9: Data migration techniques Chapter Goal: The final chapter will explain the options available for the data migration activities and guide the readers to select the most appropriate technique. No of pages:25 Sub - Topics: 1. Options available for data migration 2. How to select the most appropriate options for the scenario

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End Time: 2024-12-06T00:42:14.000Z

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