55259: Microsoft Dynamics 365 Customer Engagement for Developers Training

Microtek Learning provides this training for experienced developers and IT professionals, offering a fast track approach to understand and learn about various skills required to develop code in Microsoft Dynamics 365. We plan to teach students about writing both server and client-side code to create custom business logic in Custom Workflow Activity and Plug-Ins, use various APIs available in the Microsoft Dynamics 365 Customer Engagement framework, and use the HTML and Enterprise JavaScript Web Resources to extend the event model of Dynamics 365.

This training is intended for both enterprise and business editions of Microsoft Dynamics 365 Customer Engagement. Professionals can apply the learnings of this course on Outlook, UCI, and Web apps.

This training is designed based on the objectives of the course variant 55259A.

• Understanding the tools and features of Microsoft Dynamics 365 Customer Engagement for Developers
• Writing both client and server-side code to run commands, read and write data from and to Microsoft Dynamics 365
• The building, deploying, and debugging custom business logic in Plug-In components
• Downloading and using developer tools and resources like the XRM assembly references, NuGet Packages, Code Generation Tool, Customer Engagement Toolkit, Plug-In Profiler, and Plug-In Registration Tool
• Building apps that implement code to interact with multiple API's available to developers in the Microsoft Dynamics 365 Framework
• Setting up projects in Visual Studio to develop code for Dynamics 365
• Building custom UCI and web apps that interact with Dynamics 365 operations and data
• Customizing the navigation in Microsoft Dynamics 365
• Using the client-side code and Web API to create custom controls and form sections using HTML Web resources
• Extending Dynamics 365 Processes by creating custom Workflow Activities
• Utilizing Web Resources and JavaScript Libraries to extend the field and form the event-driven model in Microsoft Dynamics 365
• Understanding the best practices for writing and extending code for Microsoft Dynamics 365
• Using the Site Map Designer and App Designer to build custom Model-driven apps

This training is designed for Developers, Technical students, and Administrators. It is recommended that students applying for this course should have an existing working knowledge of Visual Studio and Microsoft .Net.

• 1. Introduction to Dynamics 365 Power Platform Development

This module introduces the concept of extending Microsoft Dynamics 365 Customer Engagement Apps and Power Apps using Pro Code development. You will learn about the tools and resources that are available to Pro Code Developers as well as best practice methodologies and fundamentals.

• Dynamics 365 and Power Platform Overview
• App Makers vs Pro Developers
• Pro Code Developer Options
• Development Tools
• The Customer Engagement Toolkit
• Environments and Solutions
• Security Considerations
• Application Lifecycle Management
• Valuable Skills
• Further reading and resources

Lab: Setting up you Lab Environment

• Set up a trial of Microsoft Dynamics 365 and Power Apps
• Install Sample Data

Lab: Developer Orientation

• Review the Developer Resources
• Review the Lab Files
• Review the Customer Engagement Toolkit

After completing this module, students will be able to:

• Describe the key features and tools available to developers in Microsoft Dynamics 365 Power Platform
• Be familiar with the developer resources and how to set up your development environment
• Understand the key skills required to develop and extend the Power Platform
• Know where to find help and further reading resources
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2. Working with the Common Data Service using the API
This module presents the various API options that are available to developers in connect to a interact with the Common Data Service programmatically. You will learn how to write server-side and client-side code to consume the API endpoints.
Introduction to API programming
Authentication Considerations
The Web API
The Discovery Web Service
The Organization Web Service
Core Assemblies
Early and Late-bound classes
The Code Generation Tool
Service Context
CRUD Operations
Using the QueryExpression Class
Using LINQ
Lab: Using the Web API with Server-side code to connect to CDS
Migrating Settings by using Windows Easy Transfer
Configuring a Reference Image of Windows 7
Configuring a Reference Image
Lab: Using the Organization service with Server-side code to connect to CDS
Set up the Visual Studio Project
Develop an App to perform operations using the Organization service
Connect to the Common Data Service
Test your App
Lab: Using the Web API with Client-side code to connect to CDS
Set up the Visual Studio Project
Develop an App to perform operations using Web API Client-side code
Connect to the Common Data Service
Test your App
After completing this module, students will be able to:
Be familiar with the various API’s available to connect to the Common Data Service
Understand how to write server-side and client-side code to utilize the API’s
Be able to set up Microsoft Visual Studio to start developing code against the API’s
Know how to authenticate, connect and perform CRUD based operations programmatically against CDS.
3. Developing Client-side Code
This module introduces the concepts of developing client-side code that works with the event driven Client API Object Model in Microsoft Dynamics 365 Model-driven Apps. You will also learn how to create and deploy client-side components using Web Resources that use the Web API to work with data in the Common Data Services (CDS).
Introduction to Client-side coding
The Client-side Events
The Client API Object Model
Using Web resources
Lab: Writing a JavaScript Event Handler
Write a JavaScript Function
Create a JavaScript Web Resource
Configure the Event Handler
Test your JavaScript Code
After completing this module, students will be able to:
Understand the concept of the Client API Object Model and client-side coding
Know how to write client-side code to extend Model-driven Apps
Be familiar with the concept of how to write JavaScript functions
Deploy HTML and JavaScript Web Resources
4. Developing Plug-Ins
In this module you will learn how to develop custom business logic in a Plug-In component using Microsoft .Net C# in Visual Studio. You will also learn how to deploy Plug-In components to the Common Data Service (CDS) using the Plug-In Registration Tool.
Introduction to Plug-Ins
Writing Plug-In Code
Using the Plug-In Registration Tool
Debugging Plug-Ins with the Plug-In Profiler
Deploying Plug-Ins with Solutions
Lab: Create and deploy a Plug-In
Customize a Model-driven App
Set up your Visual Studio Project
Create a Plug-In
Sign and Build the Assembly
Deploy a Plug-In using the Plug-In Registration Tool
Test your Plug-In
Debug Plug-In code using the Plug-In Profiler Tool
After completing this module, students will be able to:
Understand the need for custom business logic and Plug-Ins
Know how to set up a Microsoft Visual Studio projects to start creating custom Plug-In component
Be familiar with the process to write, deploy and test Plug-In code in Microsoft Visual Studio
Use the Plug-In Registration Tool to deploy a Plug-In to the Common Data Service
Debug issues with Plug-In code using the Plug-In Profiler tool
Understand how to deploy Plug-Ins to a production environment using Solutions
5. Developing Custom Workflow Activities
In this module you will learn how to develop a Custom Workflow Activity using Microsoft .Net C# in Visual Studio. You will also learn how to use a Custom Workflow Activity as a Workflow Step in Dynamics 365 Model-driven App.
Introduction to Custom Workflow Activities
Writing Custom Workflow Activity code
Deploying a Custom Workflow Activity
Lab: Create a Custom Workflow Activity
Set up the Visual Studio Project
Create a Custom Workflow Activity
Sign and Build the Assembly
Deploy a Custom Workflow Activity
Create a Workflow
Test your Custom Workflow Activity
After completing this module, students will be able to:
Understand the need for custom Workflow Activities in Microsoft Dynamics 365 CE Version 9
Know how to set up a Visual Studio project to start creating a custom Workflow Activity
Be familiar with the process to create and deploy a custom Workflow Activity using the Plug-In Registration Tool
Understand how to use a custom Workflow Activity in Dynamics 365 Processes
6. Extending PowerApps
This module looks at the possibilities when using Custom Controls in Model-driven Apps to extend the out of the box functionality, including embedding Canvas Apps inside of Model-driven Apps.
Introduction Custom Controls
Extending Model-driven Apps with Canvas Apps
Embedding Canvas Apps as Custom Controls
Lab: Create a Canvas App and embed it into a Model-driven App
Create Canvas Apps
Create Model-driven App
Embed Canvas App into Model-driven App as a Component
Test your App
After completing this module, students will be able to:
Be familiar with Custom Controls
Understand how to configure Model-driven Apps and Canvas Apps to use Custom Controls
Understand the process to configure Custom Controls
7. The PowerApps Component Framework (PCF)
This module extends on the previous module as we look into creating custom components for Model-driven Apps and Canvas Apps using the Power Apps Component Framework (PCF).
Introduction to PCF
The PCF Command Line Interface (CLI)
Creating PCF Components
The PCF Test Environment
Deploying PCF Components in a Model-driven App
Lab: Create and deploy a PCF Control
Install the Power Apps CLI
Create your PCF control
Packing PCF Components in Solutions
Deploy a PCF Component
Test your control
After completing this module, students will be able to:
Understand the need for custom components and controls in Model-driven and Canvas Apps
Know how to set up your project to start creating a custom PCF control
Be familiar with the process to write, deploy and test PCF controls using the Power Apps CLI
Know how to deploy a PCF control in Power Apps
Understand how to deploy PCF controls to a production environment
8. Developing Custom Connectors
This module looks at how Pro Developers can create Custom Connectors in the Power Apps Maker Portal to then be used by App Makers in Model-driven Apps and Canvas Apps to connect to external data sources and systems.
Connectors Overview
Custom Connectors
Process to create a Custom Connector
Lab: Create a Custom Connector
Set up Visual Studio
Register an App in Azure
Create a Custom Connector
Test your Connector in a Canvas App
Sharing your Connector
After completing this module, students will be able to:
Understand the need for Custom Connectors
Know how to start creating a Custom Connector
Understand how to set up Azure when building and securing Custom Connectors
Know how to configure a Custom Connector in the Power Apps Maker Portal
Understand how to share a Custom Connector
9. Application Lifecycle Management (ALM)
In this module we look at the Application Lifecycle Management (ALM) options that are available to help manage and support a Dynamics 365 Power Platform deployment. The Microsoft Power Platform Build Tools and the Power Apps Center of Excellence Starter Kit are also presented in this module.
Introduction to ALM
Environments and Solution Management
Microsoft Power Platform Build Tools
The Power Apps Center of Excellence
After completing this module, students will be able to:
Understand the need for ALM governance frameworks for Microsoft Power Platform Solutions
Understand the benefits of implementing Microsoft Power Platform Build Tools for Azure DevOps
Be familiar with the monitoring, governance and nurturing tools and dashboards available through the Power Apps Center of Excellence