Dynamics 365 CE\CRM Developer Training

Course Objective

Dynamics 365 CE\CRM Developer Training is developed with the intention of helping IT professionals to master customization and development activities on Microsoft Dynamics 365 CRM technology. This Dynamics 365 course covers all topics on Dynamics 365 CRM customization as per customer business requirements.

This Dynamics CRM training (online) course on is for developers who want to learn how customize Dynamics 365 CRM( D365 customer engagement) using UI and code.

The focus is more on customizing Dynamics 365 CRM using UI and using code. UI based customization involves customizing Entities and Entity components, implementing workflows, dialogs and business process flows etc.

Microsoft Dynamics 365 Customer Engagement (CRM) Training offers detailed and interactive chapters on how to develop extensions for Dynamics 365 CE (Customer Engagement), with a focus on extension methods documented in the Microsoft Dynamics CRM SDK.

It provides instruction on the use of several Common Platform Operations, on how to query and execute these operations, as well as on developing a concise understanding of business process implementation and workflows. In addition, the course describes how to use Plug-ins, application event programming, client extensions, and web resources.

By the end of the course, attendees would carry a good knowledge of all areas of Dynamics 365 CRM and can work as a Dynamics 365 CE/CRM developer in the industry.

Course Duration

Total duration: 20 Hours

Prerequisites for Dynamics 365 Developer Training (Online)

• Basic knowledge on Sales, Marketing and Customer Service operations
• Basic skill on .Net programming and JavaScript
• Access to Dynamics 365 account (cloud or on premise)

Course Contents: Dynamics 365 CE/CRM Developer Course

• Intro to customizing Dynamics 365 CE
• Customizing Entities
• Customizing Forms, Entities attributes
• Customizing Views, Charts and Dashboards
• Creating Entity Relationships
• Developing workflows, Dialogs, Actions
• Customizing Business Process Flows
• Implementing Business Process Flows(BPFs)
• Developing Plugin
• Developing Custom Workflow Activities
• Developing Javascript for customizing Forms
• Developing reports using SSRS and FetchXML

Expected Audience

The expected audience for the developer course is anyone who want to become a Dynamics 365 Customer Engagement (CRM) developer or technical consultant.

• .NET Developers
• IT business analysts
• Pre-sales and Sales Consultants
• IT Managers
• System Architects and designers
• System admins
• Fresh graduates

Detailed Course Content

Customizing Dynamics 365 Customer Engagement (CRM) using Code

Dynamics 365 CRM/CE Entity Model

Customization Concepts – Entity Types and Attributes | Filtered Views | Creating Custom Entities and Attributes | Entity Customization | Form Customizations |UI Customization Capabilities | Form Customization – Working with Tabs, Sections, Fields and Iframes | Introduction to Application Event Programming | Using Form and Field Events | Mobile Forms

Relationships, Views and Advanced Views

Types of Relationships | Relationship Behaviors | Creating Entity Relationships | Entity Mapping

Customizing Views and Charts

Public, Personal and System Views | View Customizations – Common Tasks | Advanced Views Customizations

Report Wizard, Exporting Reports

Working with Dashboards

Processes (Workflows & Dialogs)

Overview of Workflow | Creating Workflows | Overview of Dialogs | Creating Dialog Pages, Prompt and Response | Working with Input Parameters in Dialogs

Extending Dynamics 365 Customer Engagement (CRM)

Intro to Extending Dynamics 365 Customer Engagement (CRM)

XRM Platform | Why Custom Development is needed? | Dynamics 365 Customer Engagement (CRM) Extensibility Architecture |Different methods to extend Dynamics CRM |Supported Vs un-supported customizations | How to use SDK for custom development

Working with Web Resources

Web Resources | Different Types of web resources | Create new web resources | Use Web resources for CRM Customization

Form Scripting for Dynamics 365 CRM/CE

Client scripting for CRM | CRM form events – Onload, OnSave, OnChange and TabStateChange | Understand Xrm.Page Object model | Use Javascript Notifications and alerts | Debug Javascript on different browsers

Developing Plugins

Event Execution Pipeline | Developing Plugins | Deploy and Register Plugins | Use Plugin Registration Tool | Develop plugins for CRM Online.

Develop Custom Workflow Activities

Basic elements of Custom Workflow activities | Developing and Deploying Custom Activities | Integrate Custom activities with Workflows and Dialogs| Debugging Custom Workflow Activities

Customizing Dynamics 365 Customer Engagement (CRM) Ribbons

Ribbon Structure | Customize CRM Ribbons Manually | Creating & Hiding Ribbon Elements | Enabling & Disabling Ribbon Elements | Customizing using Ribbon Workbench

Customizing Dynamics 365 Customer Engagement (CRM) SiteMap

Basics of CRM Sitemap | Different methods to customize CRM Sitemap | Sitemap customization manually | Sitemap customization using Sitemap Editor

Develop Reports for Dynamics 365 Customer Engagement (CRM) 

Create Reports using Reports Wizard | FetchXML Reports | SQL Based Reports | Reporting for Dynamics CRM online | Integrate Reports in Dynamics CRM Environment

 Trainers Profile

• The trainer for this course is Firoz Muhammed who has 10 years of experience in the IT industry. He is a certified Microsoft Dynamics 365 Customer Engagement Consultant and corporate trainer. He has been teaching and consultant for more than 9 years.
• He carries experience in areas of business development, consulting, application development and corporate training.
• He has worked for corporates-like MphasiS, Capgemini, Wipro and Accenture and presently working for Magnifez Technologies, an IT firm specified in Microsoft Dynamics technologies.
• He can be connected on [email protected]
• For training inquiries please mail to [email protected] or call +91 8008 048 446

About Magnifez Academy

Magnifez Academy, a subsidiary of Magnifez technologies, providing learning solutions to individuals and corporate on cutting technologies. As part of the service offering, Magnifez  Academy is focused on delivering online and classroom training on Dynamics 365 and other related technologies. We have delivered training for candidates from over 30+ countries and for 20+ corporate in India and abroad.