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Customer experience | Sales, Customer Insights,...
Suggested Answer

Dynamics 365 Developer training

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Posted on by 5

Hi,

Presently i am the system administrator of Dynamics 365 Sales CRM in a firm. Now i am interested more in CRM and would like to learn technical side of it. How can i learn the coding and customizations? And what qualification i need to be a partner of microsoft Dynamics 365 Sales CRM?

Thanks.

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  • Suggested answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Bibiya,

    I would recommend your learning path of coding and customizations could be based on following topics:

    1.

    Customizations

    System customizations(Entity, Site Map, Web Resource etc):

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/getting-started-customization

    Chart:

    https://crmchartguy.com/

    XrmToolBox(3rd party tool for customization):

    https://www.xrmtoolbox.com/

    Ribbon Workbench(3rd party tool to customize ribbon buttons easily)

    https://www.develop1.net/public/rwb/ribbonworkbench.aspx

    Code

    JavaScript:

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/use-javascript

    https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/walkthrough-write-your-first-client-script

    Web API:

    https://docs.microsoft.com/en-us/powerapps/developer/data-platform/webapi/query-data-web-api

    https://github.com/jlattimer/CRMRESTBuilder(A 3rd party solution to automatically generate JavaScript code to run Web API call.)

    https://dynamics-chronicles.com/article/tutorial-how-connect-step-step-d365-postman(Call Web API using Postman.)

    Workflow:

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/workflow-processes

    https://www.c-sharpcorner.com/article/creating-word-counter-custom-workflow-activity-in-dynamics-365/

    Plugin:

    https://carldesouza.com/creating-dynamics-crm-plugin-from-scratch/

    2.

    For how to become a partner of Dynamics 365, please refer to following links:

    https://dynamics.microsoft.com/en-us/partners/become-a-partner/

    https://partner.microsoft.com/en-US/membership

    Regards,

    Clofly

  • Suggested answer
    Pawar Pravin  Profile Picture
    5,237 on at

    Hi Bibiya,

    In addition of clofy suggested answer, you can create trial instance and parallelly you can develop plugin, JS, workflow, custom workflow, reports, ssrs reports, business rules, business process flows etc on it.

    docs.microsoft.com/.../try-dynamics365-sales-professional

    Also, go through with Microsoft doc for latest features and techniques required for development

    docs.microsoft.com/.../overview

  • Suggested answer
    prt33k Profile Picture
    6,907 on at

    Microsoft does provide a learning path for D365.. I think it will be a good place to start

    docs.microsoft.com/.../

    You can start with fundamental and then move further along.

    docs.microsoft.com/.../

  • cloflyMao Profile Picture
    25,210 on at

    Hi mdurkin3,

    Please let me know whether my answer would help you.

    Regards,

    Clofly

    If you had found any answer helped, please kindly mark as verified to close the thread, it would be really appreciated.

  • Suggested answer
    Fubar Profile Picture
    2,761 on at

    I have recently run one of our employees through the development side of things and this was the best link I found for someone to start with:

    docs.microsoft.com/.../

    On the left hand menu under the "Apply business logic using code" item under the Plug-ins->Plugins subheading the page contains links to some brief tutorials (docs.microsoft.com/.../plug-ins)

    (also at the bottom of the first link, there is a Samples subheading)

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