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?
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People + Process + Technology = CRM
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Customer Relationship Management.
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Integrated, data-driven solution.
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Improves interaction with customers.
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Manage & maintain customer relationships.
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Track engagements and sales.
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Deliver actionable data.
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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