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?

Dynamics 365 101

By Ashish Vishwakarma

Dynamics 365 101

  • 355
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