Dynamics 365 CRM + PowerApps Developer Course – Part 1

This chapter is an introduction to Dynamics 365 + Power Platform Developer Part 1 course. You can get an idea what you are going to learn from this developer course and who should attend this course.

You will get an idea what is this video course on Dynamics 365 CRM is about and what you can expect from this course.

This course is your entry point to Dynamics 365 Customer engagement(CRM) and PowerApps development. You will learn the basics of Development on Dynamics 365 CE.

This course is the part 1 of the 8 course series on Dynamics 365 & PowerApps development.

What you would learn?

• Basics of Dynamics 365

• Dynamics 365 CE architecture

• OOB Vs Code based customization

• Entity, View and Dashboard customization

• Plugin development basics

• Custom workflow activities

• JavaScript development basics

• Overview of Power Platform

Who should Attend?

Anyone can attend this course as long as you want to become a Dynamics 365 CE + PowerApps developer.

You can be:

• Programmer/developer

• IT Manager

• Administrators

• Software Architects

Pre-requisites to attend this course:

• Basic Computer knowledge

• C# Programming Fundamentals

• JavaScript Basics

• Interest to learn a new application.

What are the pre-requisites to attend this course:

• Install Visual studio 2015 or above

• Dynamics 365 CE Trail license

• Passion to learn a new interesting technology

• Basic C# and JavaScript knowledge

Course Contents:

This course includes 8 sessions and 50+ chapters. The following are the 8 sessions includes in the Dynamics 365 CE + PowerApps developer Beginner course.

Section 1 - Course Overview

Section 2 – Dynamics 365 CE Overview

Section 3 – Customizing Dynamics 365 CE

Section 4 – Set up Development environment

Section 5 - Customization Basics

Section 6 – OOB Customization

Section 7 – Code based Customization

Section 8 – Microsoft Power Platform

In this lecture, you will learn about the trainer who is going to deliver this training.

The trainer for this course is Firoz Muhammed, who is a Dynamics 365 Architect and Microsoft Certified trainer (MCT). He has more than 12 years of experience into Dynamics 365 consulting, development and corporate training.

He trained more than 1000 students on Dynamics 365 and Power Platform and have trained candidates from more than 45 different countries and have conducted cooperate training sessions to more than 25+ corporate companies like IBM, Sony, Adobe, US Technologies, ITC Limited etc.

He has handled implementation of multiple Dynamics 365 projects for international clients in the last 11 years of his career. His other expertise area include project management, Dynamics 365 FNO, Dynamics 36 BC and PowerBi.

Find him on Linkedin: https://www.linkedin.com/in/firoz-muhammed-dynamics-365-architect-consultant/

D365 Academy: https://dynamics365academy.com/

This chapter is an introduction to  Microsoft Dynamics 365. This chapter will give you good idea on What is Dynamics 365 is all about, its components, and different apps coming under Dynamics 365.

Dynamics 365 apps are primarily classified into:

• Dynamics 365 Customer Engagement ( previously known as Dynamics CRM)

• Dynamics 365 Finance & Operations ( Previously known as Dynamics AX)

While Dynamics 365 FNO is not included in this course, you will learn about Dynamics 365 in detail and how to customize the application.

In this lecture you will learn about applications in Microsoft Dynamics 365 such as FNO, Customer Engagement and Business central.

What are the applications and application suites involved in Dynamics 365 ?

1. Dynamics 365 Finance and Operations (FNO)

2. Dynamics 365 Customer Engagement (CE)

3. Dynamics 365 Business Central( BC)

This chapter of the course will give you a detailed introduction to the applications included in Dynamics 365 and the purpose of each of these applications suites.

Along with these apps, also there is Microsoft Power Platform which is an extension to Dynamics 365 platform. We will be covering Microsoft Power Platform on the section named 'Working with Microsoft Power Platform' as the last section of this course.

In this lecture, you will learn about Microsoft Dynamics 365 Finance and Operations (FNO).

Dynamics 365 Finance and Operations is the ERP application suite included in Dynamics 365, which is suitable of enterprise businesses. Dynamics 365 FNO is the upgraded version of Microsoft Dynamics Ax, which is the previous version.

Dynamics 365 FNO has modules following modules:

• Finance

• Supply Chain management (SCM)

• Production

• Manufacturing

• Retail

Microsoft has recently renamed Dynamics Retail as Dynamics commerce which is primarily used for managing retail operations of the organization.

In this lecture, you will learn about Microsoft Dynamics 365 Business Central (BC) application and its components.

Dynamics 365 Business Central is the ERP application within in Dynamics 365 suitable for mid-size businesses.

It was Dynamics Navision the previous version and Microsoft upgraded Dynamics NAV into Dynamics 365 BC recently and it is easy to use ERP application.

Dynamics 365 BC has modules similar to that of dynamics 365 FNO but it is more suitable small and mid-size businesses.

Modules in Dynamics 365 Business Central Are:

• Financial Management

• Sales

• Purchases

• Warehouse Management

• CRM

• Human Resources Management

• Projects

In this lecture, you will learn about Microsoft Dynamics 365 Customer Engagement ( CRM) application suite and the applications included in it.

Dynamics 365 CE (CRM) is the CRM application from Microsoft Dynamics 365 which helps businesses to manage their customer engagement operations such as sales, customer service, field service etc.

Dynamics CRM is the processor of Dynamics 365 Customer Engagement.

With the help of Dynamics 365 CRM you can manage all the customer engagement operations of your organization end to end.

In Dynamics 365 CE, you can procure the the applications separately such as the following:

• Dynamics 365 for sales

• Dynamics 365 for Customer service

• Dynamics 365 for Marketing

• Dynamics 365 for Field service and

• Dynamics 365 for Project Service Automation.

You can procure these applications together or one by one as per your requirement. This course is all about Dynamics 365 CE and how to start customizing Dynamics 365 CE + PowerApps.

Stay tuned.

In this lecture, you will learn what is Dynamics 365 Customer Engagement (CRM) is all about, what is included in the application suite and how to make use of the application within the suite.

Dynamics 365 CRM has the new Unified Interface (UI) which works with all all the devices and platforms.

Dynamics 365 CRM has the following modules:

1. Sales

2. Customer Service

3. Marketing

4. Field Service

5. Project Service Automation.

In this chapter, we will walk you through Dynamics 365 CE application and all its applications and will familiarize with the navigation.

In this lecture, you will learn about the history of Dynamics 365 and Dynamics 365 Customer Engagement.

ICommunicate.NET is an application developed in .NET is known as the predecessor of Microsoft Dynamics 365.

Microsoft started with iCommunicate.NET back in 2002-03 and come up with the first version of the Dynamics 365 CRM called Microsoft CRM 1.0 in 2003.

Microsoft Dynamics 365 CE Versions:

• Microsoft CRM 1.0 - January 2003.

• Microsoft CRM 1.2 - December 8, 2003.

• Microsoft Dynamics CRM 3.0 - December 5, 2005.

• Dynamics CRM 4.0 - December 2007.

• Dynamics CRM 2011 - February 2011

• Dynamics CRM 2013 -November 2013.

• Dynamics CRM 2015 - September 2014.

• Dynamics CRM 2016 - December 2015.

• Dynamics 365 CE v8.2 – November 2016.

• Dynamics 365 CE V9.0 – Oct 2017

• Dynamics 365 CE V9.1 – Oct 2018

• Dynamics 365 CE V9.2 – Oct 2019

This course is developed based on the latest version of Dynamics 365 CRM/CE ( ie version v9.2) and the course would be updated as Microsoft update the application.

As we discussed in the previous chapters Dynamics 365 CE/CRM has 5 applications in the suite. Those are:

1.Dynamics 365 for Sales

2.Dynamics 365 for Marketing

3.Dynamics 365 for Service

4.Dynamics 365 for Field Services

5.Dynamics 365 for Project Service Automation

The previous version of Dynamics 365, that is Dynamics CRM 2016 there were only 3 modules such as Sales, Customer Service and Marketing. When Microsoft Released Dynamics 365, they have added 2 more modules into the suite - Field Service and Project Service Automation and made them 5 in count.

Dynamics 365 Customer Engagement (CE) is the upgraded version of Dynamics CRM. But, there is much more than that. There are many things changed in Dynamics 365 CE from Dynamics CRM..

The underlying architecture is the same in both these version but functionality wise there are many things changed.

This chapter talks about these differences.

Major CRM Applications in the market:

• Salesforce.com

• Microsoft Dynamics 365 CE

• SAP CRM

• Oracle CRM

• Zoho

• Open source CRMs
  

How Dynamics 365 CRM different from other CRM applications?

§Dynamics CRM is the legacy CRM application

§It includes 3 modules – Sales, Service and Marketing.

§Microsoft CRM 1.0 till Dynamics CRM 2016

§Add-ons: Field Service, Portals, Gamification.

§Dynamics 365 includes CRM and ERP applications.

§FNO, CE, Business applications.

§New apps – Field service and PSA.

§Updated Unified interface (UI)

§Updated licensing & app based pricing

§Tight integration with Power Platform

How to deploy Dynamics 365 CRM?

Microsoft Dynamics 365 CE/CRM can be deployed in 3 different ways:

§CRM On Premise - Active Directory.

§CRM Online - Passport Authentication.

§Partner Hosted.

Dynamics 365 Customer Engagement(CE) job roles:

1. Functional Consultant

2. Developer or technical consultant

3. Architect

4. Administrator

What other job roles you can opt learning Dynamics 365 through this developer course series.

• Pre-sales consultant

• Tester/ Quality analyst

• Dynamics 365 Business Analyst

The demand for Dynamics 365 developers are ever increasing since the inception of Dynamics 365 back in November 2016. And now we have PowerApps and Power automate, which makes Dynamics 365 developer even more in demand.

Job opportunities in the US

Job Opportunities in the UK

List of Dynamics 365 + PowerApps certifications:

MB-901: Microsoft Dynamics 365 Fundamentals

MB-200: Microsoft PowerApps + Dynamics 365 Core

MB-210: Dynamics 365 Sales

MB 220: Dynamics 365 Customer Service

MB-230: Dynamics 365 Marketing

MB-240: Dynamics 365 Field Service

MB-400: Microsoft PowerApps + Dynamics 365 Developer

MB-600: Microsoft PowerApps + Dynamics 365 Solution Architect

In this lecture, you will learn about what is mean by Customization in Microsoft Dynamics 365 CRM application.  You will also understand the methods to do customization in the application at a high level.

In this lecture you will learn about the need for customization in Dynamics 365 CRM application. We will be discussing about the scenario in which a developer should go for customization on the Dynamics 365 CRM application.

In this lecture you would learn about the different types of customization that you can do with Dynamics 365 CRM/CE application.

This lecture will also discuss about the differences between Out-of-the-box and Code based customization.

Dynamics 365 CE application can be customized in two ways:

1. Out of the customization ( UI based)

You will be utilizing all the standard UI based customization tools to extend your application such form designer, workflow designer, dashboard designer. No need of writing any piece of code.

2. Code based customization

You will writing code and scripting to customize your application functionality. You use Visual studio to develop plugins in C#.NET to develop plugins and then integrate this code with Dynamics 365. You can write scripts for your Dynamics 365 forms and register them on your form events to trigger.

In this lecture, you will learn about customizing metadata in the Dynamics 365 CRM application, and also the benefits of customizing using OOB customization tools.

In this lecture, you will learn about the security privileges required to perform customization on Microsoft Dynamics 365 CRM/CE application.

In this lecture, you will learn about what is supported and un-supported customization and the differences between these two.

In this lecture, you will learn about DataVerse ( Common Data Service ) and how CDS will be useful for for securely accessing Dynamics 365 application using web services.

In this lecture, you will learn about the basics of OOB Customization in Dynamics 365 CRM application. What is OOB customization and the methods used.

In this lecture, you will learn about the concept of solution in Dynamics 365 CRM application and how we can use solutions to transport customization from one CRM organization to the other.

In this lecture, you will learn about the the types of solutions we have in Dynamics 365 CRM application such as managed and un-managed solutions.

In this lecture, you will learn about Entities in Microsoft Dynamics 365 CRM and the uses of entities in customizing the application.

In this lecture, you will learn about the basics of how to customize entities in Dynamics 365 CRM and the options available for customization.

In this lecture, you will learn about Entity Views and how views can be used in Dynamics 365 CRM application.