Getting Started with Dynamics 365 / CRM

Agenda

• What is CRM
• What is Dynamics CRM
• Introduction to Dynamics 365 
• But I'm a .Net Developer
• Development in Dynamics 365

What is CRM?

• People + Process + Technology = CRM 

• Customer Relationship Management.

• Integrated, data-driven solution.

• Improves interaction with customers.

• Manage & maintain customer relationships.

• Track engagements and sales.

• Deliver actionable data.

• Acquisition, Retention, Loyalty, Evangelism & Cost Reduction

Dynamics CRM

• Marketing
• Sales
• Service
• Field Service

Dynamics

CRM

Dynamics AX

&

Project Madeira

Other

Offerings

So you're a .Net Developer

• No Problem, It's just C# & JavaScript
• And WebAPI along with OData
• Few SOAP services
• Sometimes HTML and CSS
• Very less SQL
• LINQ
• FetchXML, another query language
• Your ASP.NET skills for Portal Development
• Basically everything you know in .Net is useful

Demo

Overview of Dynamics 365 Environment

XRM

eXtended Relationship Management

• Enhanced automation
• Quicker deployments
• Security 
• Stability 
• Integration 
• Powerful native features
• Usability
• Scalability 

Development in Dynamics 365

Configuration vs Customization

Configurations in Dynamics 365

• Entities
• Fields
• Forms
• Views
• Dashboards
• Charts
• Processes (Workflow, Action, BPF, Dialog)
• Templates (Email, Document, Article etc.)
• Service Level Agreements
• Security Roles / Field Security Profiles
• Etc.

Demo

Configurations Overview

Customisations in Dynamics 365

• Client Side 
• Server Side
• Mobile Apps

Client Side Cutomizations

• Web Resources
• Using JavaScript, HTML & CSS
• Used in Forms
• Business Process Flows
• and Ribbons
• Handles form and field events.
• Data Validation
• Automation
• Rule Enforcement
• Kingdom of Xrm.Page namespace

Demo 

JavaScript

Server Side Customizations

• Dynamics 365 SDK
• Organization & Discovery Services
• Web API & OData
• Plug-ins
• Custom Workflow Activities
• Custom Actions
• Early Bound & Late Bound

Demo

Server Side Coding

Third Party Dev Tools

• XrmToolBox
• Ribbon Workbench
• FetchXml Formatter Tool Online
• FetchXml Builder

Deploying The Solution

Managed vs Unmanaged Solutions

Managed

• Production ready code
• Not modifiable in destination environment
• Easy to uninstall
• Secure

Unmanaged

• To move code between dev. environments
• Can be modified in destination env.
• No option to uninstall
• Not secure

Demo 

Solutions

Thank You!

Questions?