Customizing Dynamics 365: Implementing and Releasing Business Solutions

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 -Topics

2. The Membership Management domain

4. Preparation of the backlog

5. Identifying the high-level processes

6. Creating the Entity Model

7. Extracting business processes

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 environments

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 automation

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 options

4. Business Rules

5. Using type scripts instead of writing complex javascript for validations

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 workflows

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 mocks

Chapter Goal: This chapter will give the reader an understanding of the most commonly used Dynamics 365 integrations with Azure.

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 requirements

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.

Sub - Topics:

1. Using Advanced find as reports

2. Using Dynamics 365 Reporting wizard

3. Developing custom reports

4. Dashboards and PowerBI integrations

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 MVC

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