Microsoft Dynamics 365 Extensions Cookbook

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.

Title Page

Credits

Foreword

About the Author

About the Reviewer

www.PacktPub.com

Customer Feedback

Preface

Free Chapter

No Code Extensions

Introduction

Modeling denormalized entities

Modeling normalized entities with a common parent

Modeling independent normalized entities

Using a Business Rule to show and hide attributes

Building a configurable e-mail notification workflow

Building your first action

Setting up the rollup fields

Setting up calculated fields

Duplicate detection using alternate keys

Client-Side Extensions

Introduction

Creating your first JavaScript function

Wiring your event programmatically

Writing reusable JavaScript functions

Querying 365 data using the Web API endpoint

Querying the 365 metadata services

Building a custom UI using AngularJS

Debugging your JavaScript with Edge

Debugging your JavaScript with Chrome

Unit testing your JavaScript

Customizing the Ribbon

SDK Enterprise Capabilities

Introduction

Server-side concurrency control

Client-side concurrency control

Executing a request within a transaction

Batch requests

Staging data imports

Creating early bound entity classes

Extending CrmSvcUtil with filtering

Extending CrmSvcUtil to generate option-sets enum

Migrating configuration across instances using the CRM configuration migration tool

Server-Side Extensions

Introduction

Creating a Visual Studio solution for Dynamics 365 customization

Creating a solution using the Dynamics CRM Developer Toolkit template

Creating a LINQ data access layer

Creating your first plugin

Impersonate another user when running your plugin

Creating your first custom workflow activity

Creating your first custom action

Deploying your customization using the plugin registration tool

Debugging your plugin in Dynamics 365 on-premise

Debugging your plugin in Dynamics 365 online

External Integration

Introduction

Connecting to Dynamics 365 from other systems using .NET

Connecting to Dynamics 365 from other systems using OData (Java)

Retrieving data from external resources using external libraries

Connecting to Dynamics 365 using web applications

Running Azure scheduled tasks

Setting up an Azure Service Bus endpoint

Building near real-time integration with Azure Service Bus

Consuming messages from an Azure Service Bus

Running no code scheduled synchronization using Scribe

Integrating with SSIS using KingswaySoft

Enhancing Your Code

Introduction

Refactoring your plugin using a three-layer pattern

Replacing your LINQ data access layer with QueryExpressions

Logging error from your customization

Converting your plugin into a custom workflow activity

Unit testing your plugin business logic

Unit testing your plugin with an in-memory context

Integration testing your plugin end-to-end

Profiling your plugin

Build a generic read audit plugin

Using Cross-Origin Resource Sharing with CRM Online

Security

Introduction

Building cumulative security roles

Configuring business unit hierarchies

Configuring access based on hierarchical positions

Configuring and assigning field-level security

Setting up teams and sharing

Setting up Access Teams

Encrypting data at rest to meet the FIPS 140-2 standard

Managing your Dynamics 365 online SQL TDE encryption key

DevOps

Introduction

Exporting Dynamics 365 solutions using PowerShell

Deploying solutions using PowerShell

Building a solution hierarchy

Patching a solution

Staging a solution

Using SolutionPackager to save solutions in source control

Packaging your solution with configuration data using PackageDeployer

Triggering builds on solution version increments

Integrating your deployment cycles with Octopus Deploy

Dynamics 365 Extensions

Introduction

Dynamics 365 applications

Dynamics 365 Common Data Services

Building a Dynamics 365 PowerApp

Using Flow to move data between CDS and Dynamics 365

Installing a solution from AppSource

Using the Data Export Service solution for data replication

Building Power BI dashboards from CRM data

Architectural Views

Business view

Logical view

Deployment view

Non-functional requirements

Dynamics 365

Customer Reviews

5 star

4 star

3 star

2 star

1 star

Configuring access based on hierarchical positions

As of Dynamics CRM 2015, users that belong to certain hierarchies may be able to access their direct reports' records without the need for sharing.

Hierarchy works using either Manager Hierarchy (based on the user's manager hierarchy) or Position Hierarchy. In this recipe we will focus on the latter.

Getting ready

To configure security hierarchies, you will need a System Customizer or higher security role. More specifically, when changing or assigning positions, you will require the Assign a position to a system user and Change hierarchy security settings privileges. Both these privileges are available by navigating to Business Management | Miscellaneous Privileges.

How to do it...

Navigate to Settings | Security | Hierarchy Security.
In the Hierarchy Security form, enter the following:

Tick Enable Hierarchy Modeling

Select Custom Position Hierarchy
Set Hierarchy Depth as 3
The Hierarchy Security dialog will look as per this screenshot:

Click on Configure...

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

Overview of this book

Related Content you might be interested in

Current Title:

Microsoft Dynamics 365 Extensions Cookbook

Dynamics 365 Application Development

Implementing Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement

Configuring access based on hierarchical positions

Getting ready

How to do it...