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.

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.

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 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 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 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 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.

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.

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.

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 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.

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.