Online Course – Extending Dynamics 365 Customer EngagementUsing Code
Extending Dynamics Customer Engagement Video Course Contents
This is a completely online course where you can learn at your convenience. The course contains 6 modules and 55 video lectures. You can watch videos at your convenience online. This course also contains hand-outs and study materials which will help you for details learning on the topic.
Course Overview – Extending Dynamics 365 Customer Engagement using Code
This course will walk through the different methodologies to extend Dynamics Customer Engagement 365 using code and tools. You will learn how to develop Plug-ins and Custom workflow activities to extend the standard system behavior. You will also learn how to write JScript for form events programming for data validation and manipulation on Customer Engagement Form. In addition to that you will learn to customize Customer Engagement Ribbons and Sitemap and to generate reports using native report wizard and SSRS.
Course Contents
- Introduction to Extending Dynamics Customer Engagement
- Understanding Web Resources
- JScript for Form Event Programming
- Develop Plug-ins
- Develop Custom Workflow activities
- Customize Customer Engagement Ribbons and Sitemap
- Develop Reports using Report Wizard and SSRS.
- Tools for Extending – Plugin Registration, SiteMap Editor.
Modules of Extending Dynamics 365 Customer Engagement Course
- Understanding Extending Dynamics 365 Customer Engagement and web resources
- Form scripting using Jscript
- Plug-in development, deployment and debugging
- Develop Custom workflow activities
- Customize Dynamics 365 Customer Engagement Ribbons and Sitemaps
- Develop Reports for Dynamics 365 Customer Engagement using Report Wizard and SSRS.
Pre-requisites for attending this course
Knowledge on Dynamics Customer Engagement functionality and basic knowledge of C#.net and Javascript.
Detailed Course Contents – Extending Dynamics 365 Customer Engagement using code
Lesson Number |
Lesson Name |
Duration(mins) |
| Module 1 | Intro to Extending Dynamics 365 Customer Engagement | 28:55 |
| 1.1 | Intro to Extending Dynamics 365 Customer Engagement | 2:53 |
| 1.2 | Understand xRM Platform | 2:16 |
| 1.3 | Different ways to extend Dynamics Customer Engagement | 6:04 |
| 1.4 | Skills needed for extending Dynamics Customer Engagement | 1:04 |
| 1.5 | Supported Vs Un-Supported Customization, Best code practices | 5:12 |
| 1.6 | Understand Dynamics Customer Engagement SDK in detail | 4:53 |
| 1.7 | What is web resources | 2:48 |
| 1.8 | Practice – Add an HTML web-resource onto Customer Engagement form | 3:45 |
| Module 2 | Form Event Programming using JScript | 40:46 |
| 2.1 | Intro to Form scripting using Jscript | 5:02 |
| 2.2 | Understanding Form Events – Onload and OnSave | 4:08 |
| 2.3 | Understanding Form Events – OnChange and TabStateChange | 4:54 |
| 2.4 | Xrm.Page model | 5:22 |
| 2.5 | Practice – Validate Phone number using Jscript | 10:01 |
| 2.6 | Practice – Display notifications using Jscript | 2:26 |
| 2.7 | Practice – Cancel Save operation using script | 4:17 |
| 2.8 | Debugging Form scripts | 4:36 |
| Module 3
|
Plugin development and Registration | 51:40 |
| 3.1 | What is Plugins | 3:00 |
| 3.2 | Understand Event execution pipeline model | 3:56 |
| 3.3 | Event Pipeline stages | 3:03 |
| 3.4 | Plugin Event Messages | 2:05 |
| 3.5 | Walk through plugin code | 10:21 |
| 3.6 | Practice – Plugin create a task on Account create | 4:34 |
| 3.7 | Build Plugin DLL | 2:25 |
| 3.8 | Register plugin assembly | 3:18 |
| 3.9 | Register a Plugin step | 3:48 |
| 3.10 | Register a plugin step – update | 2:11 |
| 3.11 | Prepare your DLL for debugging | 2:04 |
| 3.12 | Debug a plugin on Customer Engagement on-premise | 2:59 |
| 3.13 | Understanding Plugin Debug Process Online | 3:59 |
| 3.14 | Practice – Debug Plugin for Customer Engagement Online | 3:57 |
| Module 4 | Creating Custom Workflow Activities | 17:57 |
| 4.1 | Basics of Custom Workflow activities | 3:19 |
| 4.2 | Input and Output parameters | 2:17 |
| 4.3 | Walk through Custom Activity Code | 5:53 |
| 4.4 | Build and Register Activity Assembly | 1:28 |
| 4.5 | Add Custom Activity to a Workflow | 2:57 |
| 4.6 | Run and Test Custom Activity | 2:03 |
| Module 5 | Customizing Dynamics 365 Customer Engagement Ribbons and Sitemap | 41:35 |
| 5.1 | Basics of Customer Engagement Ribbons and Sitemap | 3:27 |
| 5.2 | Walk through Ribbon structure( xml structure) | 3:21 |
| 5.3 | Customize Ribbons manually | 2:56 |
| 5.4 | Understanding Ribbon Workbench | 5:32 |
| 5.5 | Practice- Customizing Ribbon – Prepare the solution | 5:28 |
| 5.6 | Practice – Customizing Existing buttons | 2:48 |
| 5.7 | Add a new button to Ribbon | 3:44 |
| 5.8 | Creating Enable and Display rules | 2:08 |
| 5.9 | Customizing Customer Engagement Sitemap – an Intro | 2:04 |
| 5.10 | Practice – Customizing Sitemap Manually | 3:33 |
| 5.11 | Get Familiarize with Sitemap Editor tool | 2:45 |
| 5.12 | Customize Sitemap using Sitemap Editor | 3:49 |
| Module 6 | Develop Reports for Dynamics 365 Customer Engagement | 28:38 |
| 6.1 | Intro to reporting in Dynamics Customer Engagement | 4:38 |
| 6.2 | Create Reports using Report Wizard | 5:44 |
| 6.3 | Report generation using SSRS for Dynamics Customer Engagement | 2:54 |
| 6.4 | Practice – Create A FetchXML based report | 4:38 |
| 6.5 | Practice – Design Layout and Format of Reprts | 1:58 |
| 6.6 | Practice – Deploy your report to Customer Engagement | 3:00 |
| 6.7 | Chapter 35.7 – Create an SQL Based Report | 5:46 |
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