Book Image

Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition

By : Deepesh Somani
Book Image

Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition

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)
Free Chapter
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

Plugin Development with Dynamics 365

Plugins are the handlers for the events fired by Dynamics 365. Each action executed in Dynamics 365, such as create, update, delete, and publish customizations, is an event. Using plugins, we can extend the standard behavior of Dynamics 365 with a custom code written in the .NET framework.

Dynamics 365 provides a list of all the supported messages and entities for plugins. They are available at the following MSDN site: https://msdn.microsoft.com/en-us/library/gg328576.aspx.

In this chapter, we will go through the following topics:

  • Event execution pipeline: Through the event execution pipeline, you can get an idea of the different stages where plugins can be registered and the types of operations that can be performed using a plugin.
  • Isolation modes: Isolation modes are the modes in which you can register a plugin.
  • Plugin development: We will...