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Microsoft Dynamics 365 Customer Engagement for Developers
Course Description
Overview
This course is designed for experienced IT professionals and developers,providing an insight into development techniques and approaches that can be applied to Microsoft Dynamics 365 and the Power Platform.
You will learn the necessary skills to extend the features of Model-driven Apps and Canvas Apps using code, integrate with the Dataverse using the Web API and Organization Service, build custom controls using the Power Apps Component Framework (PCF), implementing custom business logic through Plug-Ins and Custom Workflow Activities, write client-side code that interacts with the Client API Object Model, implement Custom Connectors, and learn about the Application Lifecycle Management (ALM) frameworks available to help support and maintain Power Platform implementations, including the Microsoft Power Platform Build Tools for Azure DevOps and the Power Apps Center of Excellence (CoE).
Objectives
- Understand the features and tools that exist for Developers in the Microsoft Dynamics 365 Power Platform.
- Be able to extend Model-driven and Canvas Apps with code to support complex business requirements.
- Understand how to set up projects in Microsoft Visual Studio in preparation to write code, connect to and extend the Dataverse.
- Write server and client-side code to execute commands, read and write data to and from the Dataverse using the Web API.
- Download and configure developer resources and tools such as the PowerApps Component Framework (PCF), the Customer Engagement Software Development Toolkit and Visual Studio resources.
- Build custom components using the Power Apps Component Framework (PCF).
- Understand where and how to use the Power Apps Command Line Interface (CLI).
- Extend Model-driven Apps with custom business logic using Plug-In and Custom Workflow Activities.
- Build, configure and deploy Custom Connectors in the Power Apps Maker Portal.
- Embed Canvas Apps and PCF components into Model-driven Apps.
- Write JavaScript code to extend Model-driven Apps using the Client API Object Model.
- Understand the best practice methodologies when extending and writing code for Microsoft Dynamics 365 Customer Engagement and the Power Platform.
- Understand the need for Application Lifecycle Management (ALM) through the implementation of Microsoft Power Platform Build Tools for Azure DevOps and the Power Apps Center of Excellence (CoE).
Prerequisites
-
Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM and Visual Studio in a C# capacity. As a minimum, students should attend the prerequisite course ‘Introduction to Microsoft Dynamics 365’.
Topics
- 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
- Review Developer Resources
- Review Developer Tools
- Review the Lab Files
- Review Common Development Scenarios
- Introduction to Web API programming
- Authentication Considerations
- The Web API
- The Discovery WebAPI
- Core Assemblies
- Early and Late-bound classes
- The Code Generation Tool
- Service Context
- CRUD Operations
- Using the QueryExpression Class
- Using LINQ
- Set up the Visual Studio Project
- Develop an App to perform operations on the Dataverse using the Web API with server-side code
- Test your App
- Set up the Visual Studio Project
- Develop an App to perform operations on the Dataverse using the Web API with client-side code
- Test your App
- Introduction to Client-side coding
- The Client-side Events
- The Client API Object Model
- Using Web resources
- Write a JavaScript Function
- Create a JavaScript Web Resource
- Configure the Event Handler
- Test your JavaScript Code
- 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
- Set up the Visual Studio Project
- Create a Plug-In
- Sign and Build the Assembly
- Deploy a Plug-In using the Plug-In Registration Tool to CDS
- Test your Plug-In
- Debug Plug-In code using the Plug-In Profiler Tool
- Introduction to Custom Workflow Activities
- Writing Custom Workflow Activity code
- Deploying 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
- Introduction to Custom Controls
- Extending Model-driven Apps with Canvas Apps
- Embedding Canvas Apps as Custom Controls
- Create a Canvas Apps
- Create a Model-driven App
- Embedding Canvas Apps into a Model-driven App using Controls
- Test your App
- Introduction to PCF
- The PCF Command Line Interface (CLI)
- Creating PCF Components
- The PCF Test Environment
- Deploying PCF Components in a Model-driven App
- Install the Power Apps CLI
- Create your PCF control
- Packing PCF Components in Solutions
- Deploy a PCF Component
- Test your control
- Connectors Overview
- Custom Connectors
- Process to create a Custom Connector
- Set up Visual Studio
- Register an App in Azure
- Create a Custom Connector
- Sharing your Custom Connector in a Canvas App
- Test your Custom Connector
- Introduction to ALM
- Environments and Solution Management
- Microsoft Power Platform Build Tools
- The Power Apps Center of Excellence
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