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

  1. Understanding Extending Dynamics 365 Customer Engagement and web resources
  2. Form scripting using Jscript
  3. Plug-in development, deployment and debugging
  4. Develop Custom workflow activities
  5. Customize Dynamics 365 Customer Engagement Ribbons and Sitemaps
  6. 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 and Javascript.

Detailed Course Contents – Extending Dynamics 365 Customer Engagement using code

Lesson Number
Lesson Name
Module 1 Intro to Extending Dynamics  365 Customer Engagement 28:55
1.1Intro to Extending Dynamics 365 Customer Engagement2:53
1.2Understand xRM Platform2:16
1.3Different ways to extend Dynamics Customer Engagement6:04
1.4Skills needed for extending Dynamics Customer Engagement1:04
1.5Supported Vs Un-Supported Customization, Best code practices5:12
1.6Understand Dynamics Customer Engagement SDK in detail4:53
1.7What  is web resources2:48
1.8Practice – Add an HTML web-resource onto Customer Engagement form3:45
Module 2Form Event Programming using JScript40:46
2.1Intro to Form scripting using Jscript5:02
2.2Understanding Form Events – Onload and OnSave4:08
2.3Understanding Form Events – OnChange and TabStateChange4:54
2.4Xrm.Page model5:22
2.5Practice – Validate Phone number using Jscript10:01
2.6Practice – Display notifications using Jscript2:26
2.7Practice – Cancel Save operation using script4:17
2.8Debugging Form scripts4:36
Module 3


Plugin development and Registration51:40
3.1What is Plugins3:00
3.2Understand Event  execution pipeline model3:56
3.3Event Pipeline stages3:03
3.4Plugin Event Messages2:05
3.5Walk through plugin code10:21
3.6Practice – Plugin create a task on Account create4:34
3.7Build Plugin DLL2:25
3.8Register plugin assembly3:18
3.9Register a Plugin step3:48
3.10Register a plugin step – update2:11
3.11Prepare your DLL for debugging2:04
3.12Debug a plugin on Customer Engagement on-premise2:59
3.13Understanding Plugin Debug Process  Online3:59
3.14Practice – Debug Plugin for Customer Engagement Online3:57
Module 4Creating Custom Workflow Activities17:57
4.1Basics of Custom Workflow activities3:19
4.2Input and Output parameters2:17
4.3Walk through Custom Activity Code5:53
4.4Build and Register Activity Assembly1:28
4.5Add Custom Activity to a Workflow2:57
4.6Run and Test Custom Activity2:03
Module 5Customizing Dynamics 365 Customer Engagement Ribbons and Sitemap41:35
5.1Basics of Customer Engagement Ribbons and Sitemap3:27
5.2Walk through Ribbon structure( xml structure)3:21
5.3Customize Ribbons manually2:56
5.4Understanding Ribbon Workbench5:32
5.5Practice- Customizing Ribbon – Prepare the solution5:28
5.6Practice – Customizing Existing buttons2:48
5.7Add a new button to Ribbon3:44
5.8Creating Enable and Display rules2:08
5.9Customizing Customer Engagement Sitemap – an Intro2:04
5.10Practice – Customizing Sitemap Manually3:33
5.11Get Familiarize with Sitemap Editor tool2:45
5.12Customize Sitemap using Sitemap Editor3:49
Module 6Develop Reports for Dynamics 365 Customer Engagement28:38
6.1Intro to reporting in Dynamics Customer Engagement4:38
6.2Create Reports using Report Wizard5:44
6.3Report generation using SSRS for Dynamics Customer Engagement2:54
6.4Practice – Create A FetchXML based report4:38
6.5Practice – Design Layout and Format of Reprts1:58
6.6Practice – Deploy your report to Customer Engagement3:00
6.7Chapter 35.7 – Create an SQL Based Report5:46
Firoz Muhammed who has 10 years of experience in the IT industry. 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

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