Microsoft Dynamics 365 (CRM) Custom Workflow Development

Explore how to extend Dynamics 365 CRM with custom workflows, including real-time and background types, components, practical demos, and debugging, plus best practices for choosing between workflows and plugins.

Discover how Dynamics 365 unifies CRM and ERP into a single, integrated platform with built-in integrations and a single data system for sales, marketing, service, and finance.

Identify the target audience and prerequisites for the course, then explore functionality, configuration, customization, and extension in Dynamics 365, followed by installation and setup guidance.

Identify the target audience for Dynamics 365 customer engagement development, including .NET developers, technical consultants, architects, and Dynamics 365 CRM or Office 365 admins, not for ERP modules.

Learn how to extend Dynamics 365 through scripting, navigation, plugins, custom actions, and third-party integrations, by distinguishing functionality, configuration, and customization.

Outline prerequisites for Microsoft Dynamics 365 CRM custom workflow development, including functional knowledge of Dynamics 365 customer engagement apps, configuration and customization skills, and basic dot net programming.

Install the Dynamics 365 SDK via PowerShell, create a tools folder on the C drive, download the SDK, and focus on the plugin registration folder for custom workflow development.

Sign up for a Microsoft Dynamics 365 trial, select your region, and create your 30-day instance with default sales, service, and marketing models.

Explore how to extend Dynamics 365 CRM and customer engagement apps, covering extension types, why customization is needed, and essential considerations before writing any custom code.

Explore how to extend dynamics 365 customer engagement by distinguishing configuration, customization, and extension, and learn when to use scripts, plugins, workflows, actions, and integrations.

Explore client-side, server-side, and integration extensibility in Dynamics 365, detailing UI changes, plugins, workflows, custom actions, and third-party integrations such as SharePoint and portals.

Discover why custom development is needed in Dynamics 365. Explore scenarios for custom coding, including server-side plug-ins, auto-number generation, external integrations, and data migration.

Explore key considerations before custom development in Dynamics 365, prioritize out of the box and no-code solutions, workflows, dialogs, and business processes, then implement plugins only when needed.

Explore the fundamentals of workflow in Microsoft Dynamics 365 CRM, including differences between workload types, workflow basics and components, and a practical demo showing how to create an out-of-the-box workflow.

Explore workflow, one of the four process types in Microsoft Dynamics 365, to automate background business processes without a user interface, tied to a single entity.

Explore the two main workflow types in Dynamics 365: background (asynchronous) and real-time (synchronous). Understand how out-of-the-box workflows trigger custom workflows created in Visual Studio and why a triggering workflow is required to run them.

Compare background and real-time workflows in Microsoft Dynamics 365, highlighting how background workflows run on the server with delayed results, while real-time workflows execute immediately and show errors to users.

Explore the basics of Dynamics 365 workflows, including properties, stages, and steps, and how real-time and background workflows operate with templates, triggers, and actions.

Develop a custom Microsoft dynamics 365 workflow to automatically send a welcome email when a new contact is created, using a custom solution and conditional steps.

Explore module three of Microsoft Dynamics 365 CRM Custom Workflow Development, covering create record actions, scope, conditions, branching, emails, wait and deferred actions, and custom workflow steps.

Use create record in a Dynamics 365 workflow to auto-create asset allocations when a new employee is created, and learn to build solutions and templates for streamlined onboarding.

Explore how to set the Microsoft Dynamics 365 CRM workflow's scope—from user level to organization level—and how owner context and business unit structure affect automatic triggers and background processes.

Explore on demand workflows in Microsoft Dynamics 365 CRM by configuring manual, user-initiated processes alongside automatic triggers, and learn to trigger workflows from the UI on specific entities.

Explore how to use check conditions in workflows to drive on-demand report creation and asset allocation for permanent, contractual, and training employees.

Learn how to use a workflow to automatically update related records in Dynamics 365, such as creating assets when an employee is added and updating laptop links and related entities.

Learn to use conditional branching and the assign record action in a Dynamics 365 CRM workflow to assign newly created assets to owners and manage ownership.

Explore default actions in Microsoft Dynamics 365 CRM workflows, using before actions and before conditions to control steps, set custom status messages, and manage employee records within workflow logic.

Learn to send emails from a Dynamics 365 workflow using a sentiment action, either with a new message or a template, including dynamic from addresses, subject, and onboarding welcome messages.

Use wait conditions and process time to control Dynamics 365 workflows, delaying steps until a change occurs or a duration passes. Real-time workflows cannot use data collection, preserving synchronous processing.

Discover how to use child workflows in Microsoft Dynamics 365 CRM to encapsulate repeated logic, start a child workflow from a parent, and simplify maintenance across multiple workflows.

Learn how to use perform action steps in Microsoft Dynamics 365 CRM workflows, including creating global actions, triggering from JavaScript or plugins, and invoking actions within automated processes.

Register a custom workflow step in Dynamics 365, define input and output parameters, implement age calculation to enforce an 18-year minimum, and run in real time.

Explore adding steps, actions, and conditions within Microsoft Dynamics 365 CRM workflows, compare out-of-the-box capabilities with custom options, and preview practical scenarios in this module overview.

Explore what a custom workflow activity means in Dynamics 365 CRM, detailing how to implement code in an assembly of classes and register it to extend customer engagement.

Explore scenarios for using custom workflow activities in Microsoft Dynamics 365 CRM. Learn how to trigger emails on contract creation and manage complex conditional processes beyond out-of-the-box capabilities.

Learn the basics of creating a custom workflow activity by building a class that inherits the system activities namespace and implements an execute method with input and output parameters.

Learn to create a custom workflow activity in Dynamics 365 from scratch, including the SDK setup, class library creation, execute method, signing, and deployment with plugin registration.

Register and deploy custom workflows in Dynamics 365 customer engagement applications, then move them from development to production environments, building on the module's exploration of customer activities.

Register a custom workflow in Dynamics 365 by loading the assembly, registering activities, and creating a triggering out-of-the-box workflow that defines inputs, outputs, and conditions.

Deploy custom workflows in dynamics 365 by exporting a solution and importing it into production, avoiding manual registration; manage workflow ownership and activation to prevent conflicts and import errors.

Explore how to register and deploy custom workflows in Microsoft Dynamics 365 CRM, compare on premise and online deployment options, and preview upcoming activities and lab exercises.

Explore debugging a custom workflow on Dynamics 365 CE on-premise, including handling pdb files, assembly deployment changes, and asynchronous service processes to optimize on-premise debugging.

Learn to debug a custom workflow in Dynamics 365 online using the plugin profiler, enable profiling, create a profile workflow, attach the debugger, and capture and clean up after troubleshooting.