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Customer experience | Sales, Customer Insights,...
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Looking for Dynamics 365 learning resources

Posted on by 135

Hi, I just join a MS Dynamics 365 development team, but I don't have any CRM programming experience before. we are using Microsoft Dynamics 365 Customer Engagement on premise.

 I need to start learning CRM as fast as I can, could anybody give me some learning resources to start from?

Right now, I registered CRM trial account, and I have MS PlurialSite access, but the CRM learning courses are less, I watched these courses from there:

1. Microsoft Dynamics 365: Getting Started

2. Microsoft Dynamics 365: Customizing with Power Apps (this is a good one, but there is no programming example such as creating new webresources using JavaScript, or create plug in using C# codes)

I appreciate if anybody can provide some useful learning tutorials, since we don't use CRM online version, we are using Microsoft Dynamics 365 Customer Engagement on premise version, therefore, I need to customize the CRM, so such as especially some examples how to create web resources using JavaScript, how to create plug in using C# codes, and how to customize CRM etc.

Thank you so much for providing any web sources, learning tutorials (pdf files), or others,

much appreciated,

peter

  • Peter Cong Profile Picture
    Peter Cong 135 on at
    RE: Looking for Dynamics 365 learning resources

    Hi Leo, thanks a lot for your help, actually, I have looked these documentations, what I really need is some real examples how to customize CRM by using web resources, plug ins etc. I had read a serials online courses with video demo on Microsoft CRM Learning portal site, that site is really helpful, but it seems that it is not available now. if you have any of real examples, please post them here, much appreciated,

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Looking for Dynamics 365 learning resources

    Hi Partner,

    There's a documentation for D365 on-premise.

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/basics-guide

    And actually there is no much difference in terms of custom features(Web resource, JavaScript, plug-in, custom workflow...) between on-premise and online.

    I've compiled some information for you.

    1.Plug-in

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/plugin-development

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/sample-calculate-price-plugin

    2.JavaScript and Web  resource

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

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/work-data-using-web-resources

    docs.microsoft.com/.../create-edit-web-resources

    3.Customise CRM

    Customizations in CRM is a big concept, Creating custom entities, forms, fields, reports, sitemaps, charts and even integrate with other products....You should learn the information based on your requirement.

    Here's a summary doc for customization in CRM.

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

    Best Regards,

    Leo

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