SharePoint Journey: Dynamics 365 Cover All Content

Functional Syllabus

******************************************************************************************************

Module 1: Introduction to Dynamics 365

What is Dynamics 365
History of Microsoft Dynamics 365
Apps in Microsoft Dynamics 365
Deployment types
Pricing & License Options
Dynamics 365 Ecosystem
Trial subscription for Dynamics 365
Power Platform Overview

Module 2: Get Familiar with Dynamics 365 CE

Navigate through new Dynamics 365 UI
New features
Apps in Dynamics 365
Searching for records
Personal Options
Advanced Options
CRM Terminology

Module 3: Dynamics 365 Customer Engagement Apps & Configurations

Administration & Security
Business Management
Data Management
Product Catalog Settings
Document Management Settings
Audit Settings
Sales Hub App
Customer Service Hub App
Marketing App
Field Service (Overview)
Project Service (Overview)

Module 4: MS CRM Entity Model

Intro to OOB Customization
Supported Vs Un-Supported customization
Entity Customization
Custom Entities and Attributes
Form Customizations
Customization Concepts – Entity Types and Attributes
Form Customization – Working with Tabs, Sections, Fields and Iframes
Introduction to Application Event Programming
Using Form and Field Events
Mobile Forms

Module 5: Entity Relationships

Types of Relationships
Creating Entity Relationships
Creating 1: N and N:1 relationships
Creating N: N relationships
Understanding Relationship Behaviors
Entity Mapping

Module 6: Views and Advanced Views

Types of Views
Public, Personal and System Views
View Customizations – Common Tasks
Advanced Views Customizations
Personal Views

Module 7: Charts and Dashboards

System and Personal charts
Customize existing charts
Creating new charts
Personal Charts
Sharing Personal Charts

Module 8: Business Rules

Concept of Business Rule
Scope of BRs
Branching AND Actions
Conditions

Module 9: Processes: Workflows

Overview of Workflow
Creating Workflows steps through Workflow Designer
Synchronous Vs Asynchronous Workflows
System Jobs Analysis
Workflow status

Module 10: Processes: Business Process Flows and Actions

Overview of BPFs
New BPF designer
Customize existing BPFs
Create new BPFs and branching
Overview of Actions
Create Actions for Account Entity

********************************************************************************

Technical Syllabus

Intro to Development in Dynamics 365 CRM

Introduction to Development in Dynamics 365 CRM
XRM Platform system architecture
Why Custom Development is needed?
Dynamics 365 CRM Extensibility Architecture
Different methods to extend Dynamics CRM
Supported V/s un-supported customizations
How to use SDK for custom development?
SSPUAT –Concept & Solution Management

Working with Web Resources

Understanding Web Resources
Different Types of web resources
Create new web resources
Use Web resources for CRM Customization

Working with Form Scripting

Understand basics of client scripting for CRM
CRM form events – Onload, OnSave, OnChange and TabStateChange
Understand Xrm.Page Object model
Use JavaScript Notifications and alerts
XRMWebPI
Form script Client API
Debug JavaScript on different browsers – IE, Firefox and Chrome

Working with Plugins

Understanding Event Execution Pipeline
Developing Plugins
Deploy and Register Plugins
Use Plugin Registration Tool
Develop plugins for CRM Online
Debugging Plugins on CRM online and on-premise
Pre-entity and post – entity images
Use Shared Variables in Plugins
Secure and Unsecure configuration in Plugins

Develop Actions

Create Action
Input arguments and output argument

Develop Custom Workflow Activities (CWA)

Basics of customizing Workflows and Dialogs
Basic elements of Custom Workflow activities
Developing and Deploying Custom Activities
Integrate Custom activities with Workflows and Dialogs
Debugging Custom Workflow Activities

Query Dynamics CRM Data

Querying in Microsoft Dynamics CRM
Query Strings and Query Attributes
Write QueryExpression queries
Write QueryByAttitude quries
QueryExpression Vs QueryByAttribute
Work with FetchXML and LINQ Queries

Customizing Dynamics 365 CRM Ribbons

Intro to CRM Ribbons and Ribbon Structure
How to Customize CRM Ribbons Manually?
Creating & Hiding Ribbon Elements
Enabling & Disabling Ribbon Elements
CRM Customizing using Ribbon Workbench

Customizing Dynamics 365 CRM Sitemap

Basics of CRM Sitemap
Different methods to customize CRM Sitemap
Sitemap customization manually
Sitemap customization using Sitemap Editor

Develop Reports for Dynamics 365 CRM – using Report Wizard and SSRS

Basics of Reporting in Dynamics CRM
Create Reports using Reports Wizard
FetchXML Reports
SSRS Based Reports
Reporting for Dynamics CRM online
Integrate Reports in Dynamics CRM Environment

Dynamics 365 CRM Web Services

Understand Dynamics 365 web services
How to use Web APIs with Dynamics 365?
Working with Web APIs and JavaScript
Web API Discovery web services

Integration with .NET applications

Understand basics of .Net application with CRM
Integrate CRM with web application & console application

**************************************************************************************************************************

Techno-Functional Syllabus

Introduction to Dynamics 365 Customer Engagement CE (CRM)

Dynamics 365 overview
Why Dynamics 365 is Trending
History of Microsoft Dynamics 365
Available Apps in Microsoft Dynamics 365
Deployment types & Licensing Options
License & Pricing of Dynamics 365
Dynamics 365 Ecosystem
Trial subscription for Dynamics 365 Apps
Power Platform Overview
Job scopes for Dynamics 365
Salary Trends for Dynamics 365
All D365 CE Modules overview

Lecture 2: Configuring Dynamics 365 CRM

MS CRM Entity Model

Intro to OOB Customization
Supported Vs unSupported customization
Entity Customization
Custom Entities and Attributes
Form Customizations
Customization Concepts – Entity Types and Attributes
Form Customization – Working with Tabs, Sections, Fields and Iframes
Introduction to Application Event Programming
Using Form and Field Events
Mobile Forms

Entity Relationships

Types of Relationships
Creating Entity Relationships
Creating 1:N and N:1 relationships
Creating N:N relationships
Understanding Relationship Behaviours
Entity Mapping

Views and Advanced Views

Types of Views
Public, Personal and System Views
View Customizations – Common Tasks
Advanced Views Customizations
Personal Views

Charts and Dashboards

System and Personal charts
Customize existing charts
Creating new charts
Personal Charts
Sharing Personal Charts

Relationships, Views and Advanced Views

Types of Relationships
Relationship Behaviors
Creating Entity Relationships
Entity Mapping

Business Rules

Concept of Business Rule
Scope of BRs
Branching AND Actions
Conditions

Processes: Workflows & Dialogs

Overview of Workflow
Creating Workflows steps through Workflow Designer
Synchronous Vs Asynchronous Workflows
Overview of Dialogs
Creating Dialog Pages, Prompt and Response
Working with Input Parameters in Dialogs

Processes: Business Process Flows and Actions

Overview of BPFs
New BPF designer
Customize existing BPFs
Create new BPFs and branching
Overview of Actions
Create Actions for Account Entity
Working with Input Parameters in Dialogs

Lecture 3: Customization Dynamics 365 CRM

Intro to Extending Dynamics 365 CRM

Introduction to Extending Dynamics 365 CRM
XRM Platform
Why is Custom Development needed?
Dynamics 365 CRM Extensibility Architecture
Different methods to extend Dynamics CRM
Supported Vs unsupported customizations
How to use SDK for custom development?

Working with Web Resources

Understanding Web Resources
Different Types of web resources
Create new web resources
Use Web resources for CRM Customization

Form Scripting using JavaScript

Client side scripting using Javascript
Working with Iframes
CRM form events.
Onload, OnSave, OnChange and TabStateChange
Understand Xrm.Page Object model
Use Javascript Notifications and alerts
Debug Javascript on different browsers – IE, Firefox and Chrome

Develop Plugins

What is Plugins?
Understanding Event Execution Pipeline
Developing Plugins
Deploy and Register Plugins
Use Plugin Registration Tool
Develop plugins for CRM Online
Debug Plugins online and on-premise
ITrace Service
Register Plugins with Actions

Develop Actions

Actions
How Actions work
Actions Vs Workflows
Register Plugins with Actions
Trigger actions from Workflows
Trigger Actions using code.

Develop Custom Workflow Activities

Basics of customizing Workflows and Dialogs.
Basic elements of Custom Workflow activities
Developing and Deploying Custom Activities
Integrate Custom activities with Workflows and Dialogs.
Debugging Custom Workflow Activities

Customizing Dynamics 365 CRM Ribbons

Intro to CRM Ribbons and Ribbon Structure.
How to Customize CRM Ribbons Manually?
Creating & Hiding Ribbon Elements
Enabling & Disabling Ribbon Elements
CRM Customizing using Ribbon Workbench

Customizing Dynamics 365 CRM SiteMap

Basics of CRM Sitemap
Different methods to customize CRM Sitemap
Sitemap customization manually
Sitemap customization using Sitemap Editor

Develop Reports for Dynamics 365 CRM

Reporting in Dynamics 365
Create Reports using Reports Wizard
FetchXML Reports
SSRS Based Reports
Reporting for Dynamics CRM online
Integrate Reports in Dynamics CRM Environment

*********************************************************************************************************

Advanced Developer Syllabus

Intro to custom code
- SDK
- Scope of Customization
- Visual studio templates
- Developer Tools
- Helper Tools
Plugins in-depth
- Concept of Pipeline Execution
- Shared Variable
- Configuration data handling
- Web hooks
- Service Endpoints
- Steps, Images, Impersonation
- Debugging, Unit Testing, isolation
Custom Workflows
- Design CWA
- Input and Output arguments of all type
- FetchXML in CWA
- Parallel Branching in Workflow
- Wait conditions
Form Scripts & Web resource advanced
- Complete Client API Walkthrough
- CRUD in Form script
- Web resource and reference to other web resource
- XRM Object complete analysis
Integration with Custom .Net Apps
- Custom .net App
- CRUD in Custom App in Dynamics 365 Entities
- Tooling Service
SSRS Reports
- SSRS Report in details
- Deployment and Test
- Paging, Sorting etc.
Solution management
- Managed V/S Unmanaged
- Solution Patch, Clone, Upgrade
- Dependencies
- Import/Export
- Translation Export/Import
Model driven apps
- Design Model Driven Apps
- Components of Model driven Apps
- Publish and manage Roles
Virtual Entity
- Configure
- CRUD Operation
- Using Virtual Entities in Customization
Relationship Assistance
- Configure Relationship Assistance
- Update Configuration
Task flow
- Configure
- Test and Deploy
Web API
- XRM Web API
- Working with Web API in Form Script
PCF
- Working with PowerApps Component Framework
- Design PCF
- Deploy and Publish
- Integrate with D365 CE
Azure Integration
- Integrate Azure Service Hub with D365 CE
- Configurations and Client ID
- Authentication
Concept of PowerShell
- Cmdlets for PowerShell
- Write code/script in PowerShell
DevOps
- Azure DevOps
- CI/CD in DevOps for D365 CE Project
Outlook Integrations
- Outlook and offline filters
- Tracking
USD in details
- Unified Service Desk concept
Voice of Customer
- Integration and concept
Relevance Search
- Configuration and Test
Data Map Customization
- Data Import maps
Upsert in code
- Upsert in code .net
Environment Variables