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

Querying 365 data using the Web API endpoint


As the Dynamics platforms evolved over the years, new features were introduced to keep the platforms modern and up to date. In older versions, the only way to communicate with Dynamics CRM programmatically was through SOAP web services. In later years, the Microsoft Dynamics product team introduced OData endpoints that greatly simplified and modernized the communication mechanism.

In this recipe, we will retrieve the list of activities associated with a contact, and then display a warning message if any of the activities are open and assigned to the current logged-in user.

Getting ready

To perform the customization, you will require access to a Dynamics 365 module along with a System Customizer or higher role. An IDE or a JavaScript editor of your choice is also recommended. To test your OData queries, consider using the CRM REST Builder solution written by Microsoft MVP, Jason Lattimer. Also, consider a REST query tool to rapidly test your queries...