Book Image

Implementing Microsoft Dynamics 365 Customer Engagement

By : Mahender Pal
Book Image

Implementing Microsoft Dynamics 365 Customer Engagement

By: Mahender Pal

Overview of this book

Microsoft Dynamics 365 for Customer Engagement (CE) is one of the leading customer relationship management (CRM) solutions that help companies to effectively communicate with their customers and allows them to transform their marketing strategies. Complete with detailed explanations of the essential concepts and practical examples, this book will guide you through the entire life cycle of implementing Dynamics 365 CE for your organization or clients, and will help you avoid common pitfalls while increasing efficiency at every stage of the project. Starting with the foundational concepts, the book will gradually introduce you to Microsoft Dynamics 365 features, plans, and products. You’ll learn various implementation strategies and requirement gathering techniques, and then design the application architecture by converting your requirements into technical and functional designs. As you advance, you’ll learn how to configure your CRM system to meet your organizational needs, customize Dynamics 365 CE, and extend its capabilities by writing client-side and server-side code. Finally, you’ll integrate Dynamics 365 CE with other applications and explore its business intelligence capabilities. By the end of this Microsoft Dynamics 365 book, you’ll have gained an in-depth understanding of all the key components necessary for successful Dynamics 365 CE implementation.
Table of Contents (14 chapters)

Implementing server-side logic

Now that you know how to use client-side code for Dynamics 365 CE, it is very important to learn about writing server-side code for Dynamics 365 CE since we want to run some of the business logic over a server instead of a client. At the time of writing, we have the following options for writing server-side code:

  • Organization service endpoints
  • Web API endpoints

The first option is to use Organization service endpoints. Organization service endpoints have been used since Dynamics CRM 2011 and will be deprecated in some Dynamics 365 CE future releases. We can use Organization service SOAP endpoints in applications outside of Dynamics 365 CE to connect to customer data. As shown in the following screenshot, we have two endpoints available when navigating to Settings | Customizations | Developer Resources:

The Web API uses OData V4 and provides better...