Microsoft Dynamics 365 extensions cookbook : add functionality to existing model elements, source code and finally package and deploy using DevOps / Rami Mounla.

Format:

Book

Author/Creator:

Mounla, Rami, author.

Language:

English

Subjects (All):

Microsoft Dynamics AX.

Management information systems--Software.

Management information systems.

Enterprise resource planning--Software.

Enterprise resource planning.

Physical Description:

1 online resource (433 pages)

Edition:

1st edition

Place of Publication:

Birmingham, England ; Mumbai, [India] : Packt, 2017.

System Details:

text file

Summary:

More than 80 recipes to help you leverage the various extensibility features available for Microsoft Dynamics and solve problems easily About This Book Customize, configure, and extend the vanilla features of Dynamics 365 to deliver bespoke CRM solutions fit for any organization Implement business logic using point-and-click configuration, plugins, and client-side scripts with MS Dynamics 365 Built a DevOps pipeline as well as Integrate Dynamics 365 with Azure and other platforms Who This Book Is For This book is for developers, administrators, consultants, and power users who want to learn about best practices when extending Dynamics 365 for enterprises. You are expected to have a basic understand of the Dynamics CRM/365 platform. What You Will Learn Customize, configure, and extend Microsoft Dynamics 365 Create business process automation Develop client-side extensions to add features to the Dynamics 365 user interface Set up a security model to securely manage data with Dynamics 365 Develop and deploy clean code plugins to implement a wide range of custom behaviors Use third-party applications, tools, and patterns to integrate Dynamics 365 with other platforms Integrate with Azure, Java, SSIS, PowerBI, and Octopus Deploy Build an end-to-end DevOps pipeline for Dynamics 365 In Detail Microsoft Dynamics 365 is a powerful tool. It has many unique features that empower organisations to bridge common business challenges and technology pitfalls that would usually hinder the adoption of a CRM solution. This book sets out to enable you to harness the power of Dynamics 365 and cater to your unique circumstances. We start this book with a no-code configuration chapter and explain the schema, fields, and forms modeling techniques. We then move on to server-side and client-side custom code extensions. Next, you will see how best to integrate Dynamics 365 in a DevOps pipeline to package and deploy your extensions to the various SDLC environments. This book also covers modern libraries and integration patterns that can be used with Dynamics 365 (Angular, 3 tiers, and many others). Finally, we end by highlighting some of the powerful extensions available. Throughout we explain a range of design patterns and techniques that can be used to enhance your code quality; the aim is that you will learn to write enterprise-scale quality code. Style and approach This book takes a recipe-based approach, delivering practical examples and use cases so that you can ide...

Contents:

Cover

Copyright

Credits

Foreword

About the Author

About the Reviewer

www.PacktPub.com

Customer Feedback

Table of Contents

Preface

Chapter 1: No Code Extensions

Introduction

Modeling denormalized entities

Getting ready

How to do it

How it works...

See also

Modeling normalized entities with a common parent

Modeling independent normalized entities

Using a Business Rule to show and hide attributes

How it works

There's more...

Building a configurable e-mail notification workflow

There's more

Building your first action

Setting up the rollup fields

Frequency

Programmatic Rollup Field execution

Different types of aggregation

Indirectly related activities

Setting up calculated fields

Duplicate detection using alternate keys

Chapter 2: Client-Side Extensions

Creating your first JavaScript function

Visual Studio and Developer Tool Kit

XrmToolBox's Web Resources Manager

How to do it...

Wiring your event programmatically

Writing reusable JavaScript functions

Querying 365 data using the Web API endpoint

Getting ready.

How to do it...

Setting up the GET URL

REST request

Notifications

Wiring

Querying the 365 metadata services

Building a custom UI using AngularJS

Debugging your JavaScript with Edge

Debugging your JavaScript with Chrome

Unit testing your JavaScript

Integration with Visual Studio

Assertion framework

Faking Xrm.Page

Headless browser

Customizing the Ribbon

Chapter 3: SDK Enterprise Capabilities

Server-side concurrency control

Client-side concurrency control

Known limitations

Executing a request within a transaction

Batch requests

Staging data imports

Fixing errors

Refreshing your instance's schema

Creating early bound entity classes

Interactive login

Generate action messages

Developer Toolkit entity generation

Extending CrmSvcUtil.

See also

Extending CrmSvcUtil with filtering

Extending CrmSvcUtil to generate option-sets enum

Migrating configuration across instances using the CRM configuration migration tool

Chapter 4: Server-Side Extensions

Plugins

Custom workflow activities

Custom actions

Creating a Visual Studio solution for Dynamics 365 customization

Creating a solution using the Dynamics CRM Developer Toolkit template

Create early bound classes

Deploy changes to Dynamics 365

Creating a LINQ data access layer

Creating your first plugin

Impersonate another user when running your plugin

Creating your first custom workflow activity

Creating your first custom action

Wiring an IPlugin as a custom action

Calling a custom action from your JavaScript

Generate early bound custom action messages

Deploying your customization using the plugin registration tool

Plugin registration.

Plugin step registration

Register actions

Debugging your plugin in Dynamics 365 on-premise

Debugging on a remote server

Debugging a sandbox plugin

Debugging your plugin in Dynamics 365 online

Chapter 5: External Integration

Connecting to Dynamics 365 from other systems using .NET

Connecting to Dynamics 365 from other systems using OData (Java)

Java

Azure tenancy

Tenant GUID

Application GUID

Application permissions

Dynamics 365

Retrieving data from external resources using external libraries

Connecting to Dynamics 365 using web applications

Running Azure scheduled tasks

Setting up an Azure Service Bus endpoint

Building near real-time integration with Azure Service Bus

Consuming messages from an Azure Service Bus

Running no code scheduled synchronization using Scribe

Integrating with SSIS using KingswaySoft

How to do it.

How it works...

Chapter 6: Enhancing Your Code

Refactoring your plugin using a three-layer pattern

Replacing your LINQ data access layer with QueryExpressions

Logging error from your customization

Converting your plugin into a custom workflow activity

Unit testing your plugin business logic

Unit testing your plugin with an in-memory context

Integration testing your plugin end-to-end

Profiling your plugin

Build a generic read audit plugin

Using Cross-Origin Resource Sharing with CRM Online

Chapter 7: Security

Building cumulative security roles

Configuring business unit hierarchies

There's more ...

Configuring access based on hierarchical positions

See also.

Configuring and assigning field-level security.

Notes:

Includes index.

Description based on online resource; title from PDF title page (ebrary, viewed July 6, 2017).

ISBN:

9781786466747

1786466740

OCLC:

992804476