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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE FREE CHAPTER 2. Implementation Methodology 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Using the Dynamics 365 CE SDK

In Chapter 7, Extending Dynamics 365 CE, we discussed how we can use the Dynamics 365 SDK in plugins to implement server-side logic and IOrganizationService methods. We can also use the CRM SDK to develop applications that run outside of Dynamics 365 CE. Furthermore, we can use the Dynamics 365 CE SDK to perform different tasks, such as creating, updating, and deleting bulk entity records. We are going to create a sample console application that connects to the Dynamics 365 CE application. When developing a plugin or a custom workflow assembly, it is easy to test our logic using the console application first; after that, we can move our logic to a plugin or a custom workflow assembly. Let's create our console application, which will import Make and Models data from CSV files. We will be using the IOrganizationService method in our console application...

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