Customizing Dynamics 365

1. Front Matter

   Pages i-xiii

   PDF

2. Getting Ready

   • Sanjaya Yapa

   Pages 1-21

3. Setting Up the Development Environment

   • Sanjaya Yapa

   Pages 23-67

4. Out-of-the-Box Customizations

   • Sanjaya Yapa

   Pages 69-107

5. Automating Business Processes

   • Sanjaya Yapa

   Pages 109-134

6. Advanced Customizations

   • Sanjaya Yapa

   Pages 135-156

7. Azure Integration

   • Sanjaya Yapa

   Pages 157-204

8. Reports

   • Sanjaya Yapa

   Pages 205-253

9. An Introduction to Dynamics 365 Portals

   • Sanjaya Yapa

   Pages 255-278

10. Data Migration

    • Sanjaya Yapa

    Pages 279-307

11. Back Matter

    Pages 309-314

    PDF

Gain an understanding of basic and advanced customizations in Dynamics 365 and learn how they can be effectively used to implement simple business requirements. This is a practical book for developers that explains the use of various Dynamics 365 features as well as use of advanced concepts such as Azure integration and custom development.


Customizing Dynamics 365 starts by explaining the business requirements of the example application, which will explain the platform features, and discussing why Dynamics 365 is the ideal platform for the solution. Next, you will set up your development environment and use the different customizations of the platform to implement the basic business requirements of the example application. Further, you will automate the business process and create advanced customizations with plugins and custom workflow activities. Towards the end you will learn more about Azure integration, reports and dashboards, portal development, and data migration techniques, which will help you select the best option for a particular scenario.


After reading this book you will be able to develop solutions with Dynamic 365 by understanding the various features and customizations of the platform.


What You Will Learn

• Choose the right customizations and configurations to meet end-user requirements
  
• Use Azure features with Dynamics 365 to implement complex business scenarios
  
• Understand the importance of using source control for Dynamics 365 customizations
  
• Discover new trends with Dynamics 365 mobility
  

Who This Book Is For


Dynamics 365 developers, consultants, and architects. 

• Dynamics 365
• Dynamics CRM
• CRM Release Management
• CRM Applications
• Logic Apps for Dynamics 365
• Azure Web Jobs for Dynamics 365

• Kandy, Sri Lanka

  Sanjaya Yapa

Sanjaya Yapa currently works as Microsoft Dynamics 365 consultant in Melbourne, Australia. He has more than 12 years of experience in the industry and has been working with various Microsoft technologies since 2005 and possess wealth of experience in software design, development, team leadership, product management and consultancy. Also, he specializes in solution desing and development with Microsoft Dynamics 365 and application life cycle with Azure DevOps. Sanjaya co-authored his first book “Effective Team Management with VSTS abd TFS” (https://www.apress.com/gp/book/9781484235577). Find him on @sanjaya_yapa, and his work can be found at techjukebox.wordpress.com and almbox.wordpress.com. 

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