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 custom logic using plugins

Plugins are basically .NET assemblies where we can write custom logic that we want to register in Dynamics 365 CE for specific events. Every plugin is associated with an event. You can view all the predefined plugin events for Dynamics 365 CE at https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/supported-messages-entities-plugin or you can create your own custom events using actions in Dynamics 365 CE.

Once the development of our assembly is complete, we need to register it in Dynamics 365 CE. When registering our plugin for Dynamics 365 CE, we need to specify the execution stage. These execution stages identify whether our custom logic will run before or after Dynamics 365 CE's main database...