Book Image

Microsoft Dynamics 365 Extensions Cookbook

Book Image

Microsoft Dynamics 365 Extensions Cookbook

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 (19 chapters)
Title Page
Credits
Foreword
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Creating your first plugin


Plugins are some of the most powerful extensions Dynamics 365 offers. They allow you to execute a process before or after an entity's event, such as create, update, assign, and so forth.

In the previous recipe, we created a data access layer class that retrieves e-mails and updates entities. In this recipe, we will leverage this layer and convert the class into a plugin that retrieves e-mails associated with a specific account, closes the ones with no subject, and updates the start date of the rest to ten days from today's date.

Getting ready

For this recipe, you will need the Visual Studio solution created in this chapter's Creating a Visual Studio Solution for Dynamics 365 customization, the early bound entities with the optionset enum values created in the Creating early bound entity classes and Extending CrmSvcUtil to generate optionsets enum recipes of Chapter 3, SDK Enterprise Capabilities, and the data access layer defined in Creating a LINQ data access layer...