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Microsoft Dynamics 365 Extensions Cookbook电子书

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3人正在读 | 0人评论 9.8

作       者:Rami Mounla

出  版  社:Packt Publishing

出版时间:2017-07-07

字       数:45.0万

所属分类: 进口书 > 外文原版书 > 电脑/网络

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More than 80 recipes to help you leverage the various extensibility features available for Microsoft Dynamics and solve problems easily About This Book ? Customize, configure, and extend the vanilla features of Dynamics 365 to deliver bespoke CRM solutions fit for any organization ? Implement business logic using point-and-click configuration, plugins, and client-side *s with MS Dynamics 365 ? Built a DevOps pipeline as well as Integrate Dynamics 365 with Azure and other platforms Who This Book Is For This book is for developers, administrators, consultants, and power users who want to learn about best practices when extending Dynamics 365 for enterprises. You are expected to have a basic understand of the Dynamics CRM/365 platform. What You Will Learn ? Customize, configure, and extend Microsoft Dynamics 365 ? Create business process automation ? Develop client-side extensions to add features to the Dynamics 365 user interface ? Set up a security model to securely manage data with Dynamics 365 ? Develop and deploy clean code plugins to implement a wide range of custom behaviors ? Use third-party applications, tools, and patterns to integrate Dynamics 365 with other platforms ? Integrate with Azure, Java, SSIS, PowerBI, and Octopus Deploy ? Build an end-to-end DevOps pipeline for Dynamics 365 In Detail 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. Style and approach This book takes a recipe-based approach, delivering practical examples and use cases so that you can identify the best possible approach to extend your Dynamics 365 deployment and tackle your specific business problems.
目录展开

Title Page

Copyright

Credits

Foreword

About the Author

About the Reviewer

www.PacktPub.com

Customer Feedback

Preface

What this book covers

What you need for this book

Who this book is for

Sections

Getting ready

How to do it…

How it works…

There's more…

See also

Conventions

Reader feedback

Customer support

Downloading the example code

Errata

Piracy

Questions

No Code Extensions

Introduction

Modeling denormalized entities

Getting ready

How to do it

How it works...

See also

Modeling normalized entities with a common parent

Getting ready

How to do it

How it works...

See also

Modeling independent normalized entities

Getting ready

How to do it

How it works...

See also

Using a Business Rule to show and hide attributes

Getting ready

How to do it

How it works

There's more...

Building a configurable e-mail notification workflow

Getting ready

How to do it

How it works...

There's more

See also

Building your first action

Getting ready

How to do it

How it works...

See also

Setting up the rollup fields

Getting ready

How to do it

How it works...

Frequency

Programmatic Rollup Field execution

There's more...

Different types of aggregation

Indirectly related activities

See also

Setting up calculated fields

Getting ready

How to do it

How it works

There's more...

See also

Duplicate detection using alternate keys

Getting ready

How to do it

How it works

Client-Side Extensions

Introduction

Creating your first JavaScript function

Getting ready

Visual Studio and Developer Tool Kit

XrmToolBox's Web Resources Manager

How to do it...

How it works...

There's more...

See also

Wiring your event programmatically

Getting ready

How to do it...

How it works...

There's more...

See also

Writing reusable JavaScript functions

Getting ready

How to do it...

How it works...

See also

Querying 365 data using the Web API endpoint

Getting ready

How to do it...

How it works...

Setting up the GET URL

REST request

Notifications

Wiring

There's more...

See also

Querying the 365 metadata services

Getting ready

How to do it...

How it works...

There's more...

See also

Building a custom UI using AngularJS

Getting ready

How to do it...

How it works...

There's more...

See also

Debugging your JavaScript with Edge

Getting ready

How to do it...

How it works...

There's more...

See also

Debugging your JavaScript with Chrome

Getting ready

How to do it...

How it works...

There's more...

See also

Unit testing your JavaScript

Getting ready

Integration with Visual Studio

Assertion framework

Faking Xrm.Page

Headless browser

How to do it...

How it works...

There's more...

See also

Customizing the Ribbon

Getting ready

How to do it

How it works...

There's more...

SDK Enterprise Capabilities

Introduction

Server-side concurrency control

Getting ready

How to do it...

How it works...

There's more...

See also

Client-side concurrency control

Getting ready

How to do it...

How it works...

Known limitations

See also

Executing a request within a transaction

Getting ready

How to do it...

How it works...

There's more...

See also

Batch requests

Getting ready

How to do it...

How it works...

There's more...

See also

Staging data imports

Getting ready

How to do it...

How it works...

There's more...

Fixing errors

Refreshing your instance's schema

See also

Creating early bound entity classes

Getting ready

How to do it...

How it works...

There's more...

Interactive login

Generate action messages

Developer Toolkit entity generation

Extending CrmSvcUtil

See also

Extending CrmSvcUtil with filtering

Getting ready

How to do it...

How it works...

There's more...

See also

Extending CrmSvcUtil to generate option-sets enum

Getting ready

How to do it...

How it works...

There's more...

See also

Migrating configuration across instances using the CRM configuration migration tool

Getting ready

How to do it...

How it works...

There's more...

See also

Server-Side Extensions

Introduction

Plugins

Custom workflow activities

Custom actions

Creating a Visual Studio solution for Dynamics 365 customization

Getting ready

How to do it...

How it works...

There's more...

See also

Creating a solution using the Dynamics CRM Developer Toolkit template

Getting ready

How to do it...

How it works...

There's more

Create early bound classes

Deploy changes to Dynamics 365

See also

Creating a LINQ data access layer

Getting ready

How to do it...

How it works...

There's more...

See also

Creating your first plugin

Getting ready

How to do it

How it works...

There's more...

See also

Impersonate another user when running your plugin

Getting ready

How to do it...

How it works...

There's more...

See also

Creating your first custom workflow activity

Getting ready

How to do it...

How it works...

There's more...

See also

Creating your first custom action

Getting ready

How to do it...

How it works...

There's more...

Wiring an IPlugin as a custom action

Calling a custom action from your JavaScript

Generate early bound custom action messages

See also

Deploying your customization using the plugin registration tool

Getting ready

How to do it...

How it works...

There's more...

Plugin registration

Plugin step registration

Register actions

See also

Debugging your plugin in Dynamics 365 on-premise

Getting ready

How to do it...

How it works...

There's more...

Debugging on a remote server

Debugging a sandbox plugin

See also

Debugging your plugin in Dynamics 365 online

Getting ready

How to do it...

How it works...

See also

External Integration

Introduction

Connecting to Dynamics 365 from other systems using .NET

Getting ready

How to do it...

How it works...

There's more...

See also

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

Getting ready

Java

Azure tenancy

Tenant GUID

Application GUID

Application permissions

Dynamics 365

How to do it...

How it works...

There's more...

See also

Retrieving data from external resources using external libraries

Getting ready

How to do it...

How it works...

There's more...

See also

Connecting to Dynamics 365 using web applications

Getting ready

How to do it...

How it works...

There's more...

See also

Running Azure scheduled tasks

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up an Azure Service Bus endpoint

Getting ready

How to do it...

How it works...

There's more...

See also

Building near real-time integration with Azure Service Bus

Getting ready

How to do it...

How it works...

There's more...

See also

Consuming messages from an Azure Service Bus

Getting ready

How to do it...

How it works...

There's more...

See also

Running no code scheduled synchronization using Scribe

Getting ready

How to do it...

How it works...

There's more...

See also

Integrating with SSIS using KingswaySoft

Getting ready

How to do it...

How it works...

There's more...

See also

Enhancing Your Code

Introduction

Refactoring your plugin using a three-layer pattern

Getting ready

How to do it...

How it works...

There's more...

See also

Replacing your LINQ data access layer with QueryExpressions

Getting ready

How to do it...

How it works...

There's more...

See also

Logging error from your customization

Getting ready

How to do it...

How it works...

There's more...

See also

Converting your plugin into a custom workflow activity

Getting ready

How to do it...

How it works...

There's more...

See also

Unit testing your plugin business logic

Getting ready

How to do it...

How it works...

There's more...

See also

Unit testing your plugin with an in-memory context

Getting ready

How to do it...

How it works...

There's more...

See also

Integration testing your plugin end-to-end

Getting ready

How to do it...

How it works...

There's more...

See also

Profiling your plugin

Getting ready

How to do it...

How it works...

There's more...

See also

Build a generic read audit plugin

Getting ready

How to do it...

How it works...

There's more...

See also

Using Cross-Origin Resource Sharing with CRM Online

Getting ready

How to do it...

How it works...

There's more...

See also

Security

Introduction

Building cumulative security roles

Getting ready

How to do it...

How it works...

There's more...

See also

Configuring business unit hierarchies

Getting ready

How to do it...

How it works...

There's more ...

See also

Configuring access based on hierarchical positions

Getting ready

How to do it...

How it works...

There's more...

See also

Configuring and assigning field-level security

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up teams and sharing

Getting ready

How to do it...

How it works...

There's more...

See also

Setting up Access Teams

Getting ready

How to do it...

How it works...

There's more...

See also

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

Getting ready

How to do it...

How it works...

There's more...

See also

Managing your Dynamics 365 online SQL TDE encryption key

Getting ready

How to do it...

How it works...

There's more...

Reverting to a Microsoft managed key

See Also

DevOps

Introduction

Exporting Dynamics 365 solutions using PowerShell

Getting ready

Dynamics 365 prerequisites

How to do it...

How it works...

There's more...

See also

Deploying solutions using PowerShell

Getting ready

How to do it...

How it works...

There's more...

See also

Building a solution hierarchy

Getting ready

How to do it...

How it works...

There's more...

See also

Patching a solution

Getting ready

How to do it...

How it works...

There's more...

See also

Staging a solution

Getting ready

How to do it...

How it works...

See also

Using SolutionPackager to save solutions in source control

Getting ready

How to do it...

How it works...

There're more...

See also

Packaging your solution with configuration data using PackageDeployer

Getting ready

Dynamics 365 instance

Dynamics 365 SDK

Visual Studio

Files

How to do it...

How it works...

There's more...

See also

Triggering builds on solution version increments

Getting ready

How to do it...

How it works...

There's more...

See also

Integrating your deployment cycles with Octopus Deploy

Getting ready

Octopus Deploy

Dynamics 365

How to do it...

How it works...

There's more...

See also

Dynamics 365 Extensions

Introduction

Dynamics 365 applications

Getting ready

How to do it...

How it works...

There's more...

Limitations

See also

Dynamics 365 Common Data Services

Getting ready

How to do it...

How it works...

There's more...

See also

Building a Dynamics 365 PowerApp

Getting ready

How to do it...

How it works...

There's more...

See also

Using Flow to move data between CDS and Dynamics 365

Getting ready

How to do it...

How it works...

There's more...

Execution monitoring

See also

Installing a solution from AppSource

Getting ready

How to do it...

How it works...

There's more...

See also

Using the Data Export Service solution for data replication

Getting ready

Office \ Azure tenancy

SQL database

Key Vault

Change tracking on custom entities

How to do it...

How it works...

There's more

See also

Building Power BI dashboards from CRM data

Getting ready

How to do it...

How it works...

There's more...

Architectural Views

Business view

Customer management

Search

Sales management

Case management

Knowledge-based articles

Field servicemanagement

Customer self service

Marketing

Mobility

Business process automation

Project automation

Survey management

Social Network analysis and engagement

Logical view

Deployment view

Manual

Automation

Non-functional requirements

Availability

Reliability

Recoverability

Data redundancy

Disaster recovery

Backups

Security

Data encryption in transit and at rest

Authentication

Authorization

Compliance certificates

Auditability

Performance

Microsoft infrastructure

Hard limitations

Azure ExpressRoute

User interface enhancements

Scalability

Interoperability

Web services

Plugins and workflows

Client-side integration

Integration tools

Flexibility

Configuration

Client-side extensions

Custom .NET code for server-side extensions

Custom reporting

Portability

Reusability

Deploy-ability

Solution deployments

Rollbacks

Upgrades

Manageability

Dynamics 365

Rebranding

Modularity

Licensing

Instances

Storage

Further reading

Dynamics 365 Add-ons

Conclusion

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