Understanding extensibility options for dynamics 365 ce apps
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The document provides an overview of extensibility options for Dynamics 365 CE applications, detailing their evolution from basic CRM functionalities to advanced features that allow significant customization through various programming tools and integrations. It discusses different components such as custom entities, business processes, and AI integrations, as well as who can implement these changes, outlining the roles of both functional and technical resources. Additionally, it emphasizes the importance of customization in improving user experience and automating business processes.
Understanding extensibility options for dynamics 365 ce apps
- 1. Understanding Extensibility options for Dynamics 365 CE Apps
- 2. Mahender Pal himbapinfo himbap.com/blog mpal@himbap.com Hello !! • Principal Consultant at HIMBAP ▪ 12+ years of Dynamics 365 CE/CRM ▪ 8 times Microsoft Dynamics CRM MVP ▪ 6 times c-sharpcorner MVP ▪ Authored 3 Dynamics CRM/365 Books
- 3. Agenda Introduction Extensibility Options Who can do it Common Terms Demo, Q & A
- 4. 1.0 Jan 2003 1.2 Oct 2003 3.0 Dec 2005 4.0 Dec 2007 2011 Feb 2013 July 2013 2015 Sep 2014 2016 Nov 2015 365 Oct 2018 Introduction 1.0 - Basic CRM application to store customer data 3.0 - Branded as Microsoft Dynamics CRM in 2005 and Microsoft Allowed to Extend it’s capability using custom code called Callout 4.0 - Many improvements like duplicate detection, Custom Workflow Activity, Office Integration, Report & Import wizard and Xrm was introduced 2011 - Improved UI, BI support, Share Point integration, Integration support for other products Microsoft Dynamics 365 2013 – Features for the Business Users – Business Rules, Sync Workflows, Business Process Flow
- 6. Data connectors AI Builder Dataverse Power BI Power Apps Power Automate Power Virtual Agent Microsoft Dynamics 365 CE Sales Marketing Customer Service Field Service Project Service Business Central Finance Supply Chain Talent Dynamics 365 Apps
- 7. Configuration • System Settings • Security Settings • Email Configuration • Document Management • Data Management Customize • Schema Changes • UI Changes • Dashboards, Charts, Reports • Processes • Flows • Canvas app Extending • Scripting • Plugins, Actions • Custom Workflows • Azure Plug-in, Integration • Custom connectors for Power Automate • Custom PCF Controls Common Terms
- 8. Extensibility Options Integrated Applications Front End Integration Web Outlook Mobile Tablet Extensible Application: Form and client slide events, Ribbon, Sitemap, Web Resources, JS libraries… Reporting (Dashboards, Charts, Excel, FetchXML and SRS) Backend Integration Server-to- server Web Services Pre-Event Plug-ins (.NET Assemblies) Post-Event Plug-ins (.NET Assemblies) Custom Workflow (.NET Assemblies) Workflow Synchronous and Asynchronous Business Logic Business Entity Components Data Access Components Data Access Platform Security Metadata Data Extensibility Points
- 9. Business Entities Components Account Contact Opportunity Custom Entities are tables which store custom data. We have many out of the box entities available, but if required we can create custom one. Entities contain attributes or fields the represent columns in the tables We can add custom attributes using different data types like whole number, decimal, currency, datetime, two options, option set We can related entities with another entities using 1:N , N:N
- 10. Processes Business Process Flow can be used to guide user about different stages of record Examples: Sales opportunity stages, Case resolution status Easy way to implement your rules by just configuring steps Examples: Show/hide fields, set default value, lock/unlock field Help us to automate your business process which can run real time or in the background Examples: Sending emails, Creating records/updating records This can be used to define our custom events which can be executed from workflow, script, plugins can be registered on these events Examples: Custom Approval Event It can be used to automate business process, we can do integration with other applications using connector (300+) Examples: Custom Approval Event
- 11. Plugins & Custom Workflow Custom logic can be registered, Ability to modify the request and response on the fly Can be used to handle complex logic, Requires code developer skills Can be either synchronous or asynchronous, execute part of the transaction or out side the transaction 2 min timeout limit, but no limit for Azure plug-ins Pre - Operation Platform - Operation Post - Operation
- 12. UI Extension Forms and Views Command Buttons Site Map Custom App Forms are scree which is used to enter data and views are list of the records available in table. Examples: Adding/removing sections, arranging fields Command buttons are used to perform different actions like Create new record, sale, activate, deactivate etc. Examples: Custom buttons can be added, existing buttons can be modified Sitemap define layout and navigation of our model driven app Examples: Adding new area, sub area We can create custom model driven app for specific group users Examples: Adding custom app for Event Management
- 13. Data Visualization Charts Dashboards Reports Out of the box designer, different category option available, Can be System or personal, XML editing can be done Every app contains out of the box dashboard, Different layout options, can place different components, Can be System or personal, XML editing can be done Custom reports cab be created using Report Wizard, more complex reports can be build using Visual Studio
- 14. Who can do it? Resource who understand application and can customize it, they can also build application using Power Platform tools, can be part of Project Planning and End user training. Functional Resource who understand application, can customize, extend and integrate with other application Technical
- 16. Blog : himbap.com/blog, csharpcorner.com Twitter : himbapinfo, mahender34 Like us on Facebook : facebook.com/HimbapPage/ Email : mpal@himbap.com, mahender80@gmail.com