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Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

3.8 (6)
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Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

3.8 (6)

Overview of this book

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.
Table of Contents (12 chapters)
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What this book covers

Chapter 1, No Code Extensions, starts by covering some of the fundamental entity modeling techniques you could use when configuring your Dynamics 365 instance. This chapter also lightly touches on some of the point-and-click configuration capabilities of the platform, such as workflows, actions, rollup and calculated fields, and others.

Chapter 2, Client-Side Extensions, delves straight into the client-side development capabilities of the platform. It covers best practice reusability techniques, Web API queries, debugging walkthroughs, and advanced web resource building using frameworks such as AngularJS.

Chapter 3, SDK Enterprise Capabilities, lets you take a look inside the SDK for some valuable gems. Ranging from tools, to new Dynamics 365 features, to extensions that improve your productivity, this chapter is essential when working on large-scale enterprise solutions.

Chapter 4, Server-Side Extensions, guides you through the server-side customization's realm. Core to this book, this chapter deals with different ways of setting up your environment to build custom plugins, workflows, and activities. This chapter also walks you through server-side debugging techniques for online as well as on-premises Dynamics 365 implementations.

Chapter 5, External Integration, gives you a glimpse into different integration patterns. Using out-of-the-box interfaces or third-party tools, this chapter covers a few typical scenarios you might face in real life when integrating from and to Dynamics 365 whilst using different programming languages.

Chapter 6, Enhancing Your Code, builds on the previously discussed code extensions and introduces best practices and code structures to render your extensions cleaner and more maintainable--an essential practice when building large-scale solutions. Improved code structures further enable different types of unit testing possibilities that are also covered in this chapter. This chapter also briefly touches upon plugin profiling, building read audits, and setting up Cross Origin Resource Sharing with Dynamics 365 online.

Chapter 7, Security, covers core non-functional capabilities of the platform. With its comprehensive security capabilities, this chapter demonstrates different modeling techniques and features that will enhance your platform's security, such as team structures, field-level security, and encryption, along with their performance implications.

Chapter 8, DevOps, deals with the topics of source control integration and deployments by discussing solution structuring techniques, patching, automation, and release orchestration integration with third-party tools. This chapter's smaller recipes form the bigger picture for a complete continuous integration pipeline.

Chapter 9, Dynamics 365 Extensions, takes you beyond Dynamics CRM and covers the latest enhancements introduced with the Dynamics 365 rebranding. Dynamics 365 apps, AppSource, and the common data services with Flow are among the topics discussed in this chapter.

Appendix A, Architectural Views, is written in a solution architecture document format with different views to cater for different stakeholders. It covers a business view, a logical view, a deployment view, and a collection of non-functional requirement controls.

Appendix B, Dynamics 365, finishes off this book by talking about the significance of the Dynamics 365 release compared to previous Dynamics CRM releases, and ends the book with a brief conclusion.

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