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
About the Author
About the Reviewer
Customer Feedback


One of the strengths of the Microsoft Dynamics 365 platform is its server-side extensibility. The out-of-the-box functionality of Dynamics CRM is great, but most enterprise implementations require further logic to validate, automate, or integrate.

At the time of writing this book, Dynamics 365 provides three different kinds of server-side extensibility: plugins, custom workflow activities, and custom actions. Each of them fits a specific set of scenarios.


Plugins are typically used for custom logic that executes on the server before or after specific events, such as create, update, delete, assign, and more. Post-event plugins can also trigger synchronously or asynchronously.

Custom workflow activities

Custom workflow activities are reusable activities that can be added to a configured workflow business process. If a custom logic is to be reused multiple times and needs to be configured by power users, then custom workflow activities is the way to go.


Power users are Dynamics...