Course 55259-A: Microsoft Dynamics 365 Customer Engagement for Developers

Microsoft

Course 55259-A: Microsoft Dynamics 365 Customer Engagement for Developers

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This course is designed for experienced IT professionals and developers, providing an insight into development techniques and approaches that can be applied to Microsoft Dynamics 365 and the Power Platform. You will learn the necessary skills to extend the features of Model-driven Apps and Canvas Apps using code, integrate with the Common Data Service using the Web API and Organization Service, build custom controls using the Power Apps Component Framework (PCF), implementing custom business logic through Plug-Ins and Custom Workflow Activities, write client-side code that interacts with the Client API Object Model, implement Custom Connectors, and learn about the Application Lifecycle Management (ALM) frameworks available to help support and maintain Power Platform implementations, including the Microsoft Power Platform Build Tools for Azure DevOps and the Power Apps Center of Excellence (CoE).

Audience Profile

This course is intended for Technical students, Administrators and Developers. Students should have an existing working knowledge of Microsoft Dynamics 365 CE, Power Apps and Microsoft Visual Studio.

Prerequisites

Course outline

Module 1: Introduction to Dynamics 365 Power Platform Development

Module Overview

This module introduces the concept of extending Microsoft Dynamics 365 Customer Engagement Apps and Power Apps using Pro Code development. You will learn about the tools and resources that are available to Pro Code Developers as well as best practice methodologies and fundamentals.

Lessons

Dynamics 365 and Power Platform Overview
App Makers vs Pro Developers
Pro Code Developer Options
Development Tools
The Customer Engagement Toolkit
Environments and Solutions
Security Considerations
Application Lifecycle Management
Valuable Skills
Further reading and resources

Lab Sessions

Setting up you Lab Environment
Developer Orientation

Lab Lessons

Set up a trial of Microsoft Dynamics 365 and Power Apps
Install Sample Data
Review the Developer Resources
Review the Lab Files
Review the Customer Engagement Toolkit

After completing this module, students will be able to:

Describe the key features and tools available to developers in Microsoft Dynamics 365 Power Platform.
Be familiar with the developer resources and how to set up your development environment.
Understand the key skills required to develop and extend the Power Platform.
Know where to find help and further reading resources.

Module 2: Working with the Common Data Service using the API

Module Overview

This module presents the various API options that are available to developers in connect to a interact with the Common Data Service programmatically. You will learn how to write server-side and client-side code to consume the API endpoints.

Lessons

Introduction to API programming
Authentication Considerations
The Web API
The Discovery Web Service
The Organization Web Service
Core Assemblies
Early and Late-bound classes
The Code Generation Tool
Service Context
CRUD Operations
Using the QueryExpression Class
Using LINQ

Lab Sessions

Using the Web API with Server-side code to connect to CDS
Using the Organization service with Server-side code to connect to CDS
Using the Web API with Client-side code to connect to CDS

Lab Lessons

Migrating Settings by using Windows Easy Transfer
Configuring a Reference Image of Windows 7
Configuring a Reference Image
Set up the Visual Studio Project
Develop an App to perform operations using the Organization service
Connect to the Common Data Service
Test your App
Set up the Visual Studio Project
Develop an App to perform operations using Web API Client-side code
Connect to the Common Data Service
Test your App

After completing this module, students will be able to:

Be familiar with the various APIs available to connect to the Common Data Service.
Understand how to write server-side and client-side code to utilize the APIs.
Be able to set up Microsoft Visual Studio to start developing code against the APIs.
Know how to authenticate, connect and perform CRUD based operations programmatically against CDS.

Module 3: Developing Client-side Code

Module Overview

This module introduces the concepts of developing client-side code that works with the event driven Client API Object Model in Microsoft Dynamics 365 Model-driven Apps. You will also learn how to create and deploy client-side components using Web Resources that use the Web API to work with data in the Common Data Services (CDS).

Lessons

Introduction to Client-side coding
The Client-side Events
The Client API Object Model
Using Web resources

Lab Sessions

Writing a JavaScript Event Handler

Lab Lessons

Write a JavaScript Function
Create a JavaScript Web Resource
Configure the Event Handler
Test your JavaScript Code

After completing this module, students will be able to:

Understand the concept of the Client API Object Model and client-side coding.
Know how to write client-side code to extend Model-driven Apps.
Be familiar with the concept of how to write JavaScript functions.
Deploy HTML and JavaScript Web Resources.

Module 4: Developing Plug-Ins

Module Overview

In this module you will learn how to develop custom business logic in a Plug-In component using Microsoft .Net C# in Visual Studio. You will also learn how to deploy Plug-In components to the Common Data Service (CDS) using the Plug-In Registration Tool.

Lessons

Introduction to Plug-Ins
Writing Plug-In Code
Using the Plug-In Registration Tool
Debugging Plug-Ins with the Plug-In Profiler
Deploying Plug-Ins with Solutions

Lab Sessions

Create and deploy a Plug-In

Lab Lessons

Customize a Model-driven App
Set up your Visual Studio Project
Create a Plug-In
Sign and Build the Assembly
Deploy a Plug-In using the Plug-In Registration Tool
Test your Plug-In
Debug Plug-In code using the Plug-In Profiler Tool

After completing this module, students will be able to:

Understand the need for custom business logic and Plug-Ins.
Know how to set up a Microsoft Visual Studio projects to start creating custom Plug-In component.
Be familiar with the process to write, deploy and test Plug-In code in Microsoft Visual Studio.
Use the Plug-In Registration Tool to deploy a Plug-In to the Common Data Service.
Debug issues with Plug-In code using the Plug-In Profiler tool.
Understand how to deploy Plug-Ins to a production environment using Solutions.

Module 5: Developing Custom Workflow Activities

Module Overview

In this module you will learn how to develop a Custom Workflow Activity using Microsoft .Net C# in Visual Studio. You will also learn how to use a Custom Workflow Activity as a Workflow Step in Dynamics 365 Model-driven App.

Lessons

Introduction to Custom Workflow Activities
Writing Custom Workflow Activity code
Deploying a Custom Workflow Activity

Lab Sessions

Create a Custom Workflow Activity

Lab Lessons

Set up the Visual Studio Project
Create a Custom Workflow Activity
Sign and Build the Assembly
Deploy a Custom Workflow Activity
Create a Workflow
Test your Custom Workflow Activity

After completing this module, students will be able to:

Understand the need for custom Workflow Activities in Microsoft Dynamics 365 CE Version 9.
Know how to set up a Visual Studio project to start creating a custom Workflow Activity.
Be familiar with the process to create and deploy a custom Workflow Activity using the Plug-In Registration Tool.
Understand how to use a custom Workflow Activity in Dynamics 365 Processes.

Module 6: Extending PowerApps

Module Overview

This module looks at the possibilities when using Custom Controls in Model-driven Apps to extend the out of the box functionality, including embedding Canvas Apps inside of Model-driven Apps.

Lessons

Introduction Custom Controls
Extending Model-driven Apps with Canvas Apps
Embedding Canvas Apps as Custom Controls

Lab Sessions

Create a Canvas App and embed it into a Model-driven App

Lab Lessons

Create Canvas Apps
Create Model-driven App
Embed Canvas App into Model-driven App as a Component
Test your App

After completing this module, students will be able to:

Be familiar with Custom Controls.
Understand how to configure Model-driven Apps and Canvas Apps to use Custom Controls.
Understand the process to configure Custom Controls.

Module 7: The PowerApps Component Framework (PCF)

Module Overview

This module extends on the previous module as we look into creating custom components for Model-driven Apps and Canvas Apps using the Power Apps Component Framework (PCF).

Lessons

Introduction to PCF
The PCF Command Line Interface (CLI)
Creating PCF Components
The PCF Test Environment
Deploying PCF Components in a Model-driven App

Lab Sessions

Create and deploy a PCF Control

Lab Lessons

Install the Power Apps CLI
Create your PCF control
Packing PCF Components in Solutions
Deploy a PCF Component
Test your control

After completing this module, students will be able to:

Understand the need for custom components and controls in Model-driven and Canvas Apps.
Know how to set up your project to start creating a custom PCF control.
Be familiar with the process to write, deploy and test PCF controls using the Power Apps CLI.
Know how to deploy a PCF control in Power Apps.
Understand how to deploy PCF controls to a production environment.

Module 8: Developing Custom Connectors

Module Overview

This module looks at how Pro Developers can create Custom Connectors in the Power Apps Maker Portal to then be used by App Makers in Model-driven Apps and Canvas Apps to connect to external data sources and systems.

Lessons

Connectors Overview
Custom Connectors
Process to create a Custom Connector

Lab Sessions

Create a Custom Connector

Lab Lessons

Set up Visual Studio
Register an App in Azure
Create a Custom Connector
Test your Connector in a Canvas App
Sharing your Connector

After completing this module, students will be able to:

Understand the need for Custom Connectors.
Know how to start creating a Custom Connector.
Understand how to set up Azure when building and securing Custom Connectors.
Know how to configure a Custom Connector in the Power Apps Maker Portal.
Understand how to share a Custom Connector.

Module 9: Application Lifecycle Management (ALM)

Module Overview

In this module we look at the Application Lifecycle Management (ALM) options that are available to help manage and support a Dynamics 365 Power Platform deployment. The Microsoft Power Platform Build Tools and the Power Apps Center of Excellence Starter Kit are also presented in this module.

Lessons

Introduction to ALM
Environments and Solution Management
Microsoft Power Platform Build Tools
The Power Apps Center of Excellence

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Understand the need for ALM governance frameworks for Microsoft Power Platform Solutions.
Understand the benefits of implementing Microsoft Power Platform Build Tools for Azure DevOps.
Be familiar with the monitoring, governance and nurturing tools and dashboards available through the Power Apps Center of Excellence.

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