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Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement

By : Deepesh Somani
4 (3)
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Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement

4 (3)
By: Deepesh Somani

Overview of this book

Microsoft Dynamics 365 is an all-in-one business management solution that's easy to use and adapt. It helps you connect your finances, sales, service, and operations to streamline business processes, improve customer interactions, and enable growth. This book gives you all the information you need to become an expert in MS Dynamics 365. This book starts with a brief overview of the functional features of Dynamics 365. You will learn how to create Word and Excel templates using CRM data to enable customized data analysis for your organization. This book helps you understand how to use Dynamics 365 as an XRM Framework, gain a deep understanding of client-side scripting in Dynamics 365, and create client-side applications using JavaScript and the Web API. In addition to this, you will discover how to customize Dynamics 365, and quickly move on to grasp the app structure, which helps you customize Dynamics 365 better. You will also learn how Dynamics 365 can be seamlessly embedded into various productivity tools to customize them for machine learning and contextual guidance. By the end of this book, you will have mastered utilizing Dynamics 365 features through real-world scenarios.
Table of Contents (21 chapters)
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1
Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface
6
Section 2: Understanding Customization and App Design
7
Designing Unified Interface Apps
10
Section 3: Development Enhancements and Code Improvements in Dynamics 365
16
Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365

Writing a plugin

Plugins are custom classes that implement the IPlugin interface. The class can be written in any .NET framework-compliant language, such as Microsoft Visual C# or Microsoft Visual Basic .NET. The following screenshots illustrate how users can create a plugin project:

  1. Firstly, the user can create a new Class Library project, as shown in the following screenshot:
Creating a plugin class project
  1. After the project is created, the user can add a new Class... item to the project. The new class would act as the plugin class:
  1. Here's how we can add a new Class file to the solution:
Selecting the appropriate item type
  1. All the plugin projects must have a reference for the Microsoft.Xrm.Sdk and the Microsoft.Crm.Sdk.Proxy assemblies.
  • If a person is writing a plugin for the first time, they must download the appropriate Dynamics SDK matching the target environment...

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