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)

Extending Dynamics 365 CE

This chapter will help you understand how to extend the behavior of Dynamics 365 CE using custom code. We will learn about the extendibility architecture of Dynamics 365 CE and the layers where we can extend Dynamics 365 CE. We will discuss how we can write client-side code for entity forms and fields. We will also discuss options for retrieving entity data using Web API code. Later, we will discuss details about plugin development, such as writing plugin assembly, registering plugin assembly, and debugging plugin code to implement our custom logic using server-side code. Debugging plugins will help you troubleshoot any issues with plugin development.

The main topics that we are going to discuss in this chapter are as follows:

  • Extendibility architecture
  • Implementing client-side logic
  • Implementing server-side logic
  • Implementing custom logic using plugins...