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Welcome to the Dynamics365 wiki! This is being used for a talk at the Philly.NET Code Camp on 2/25/17 but should be useful for general Dynamics 365 developers.

Setup

• Sign up for free O365 trial.
• Add your user and a few others for use in development.
• Sign up for a free Dynamics 365 trial.

Resources

• CRM Roadmap
• CRM (Blog)
• CRM Book (PowerObjects)
• Philly CRM Meetup
• CRM User Group ($$$)
• CRM Forums
• LinkedIn Group - Dynamics 365
• LinkedIn Group - CRM UG
• Training Resources

Dev Tools

• Dynamics 365 SDK
• XRM Toolbox
• Chrome Extension
• OrgSettingsEditor
• CRM Dev Extensions for VS
• FetchXML Toolbox
• CRM for LinqPad
• Sparkle XRM
• CRM SDK Samples

Agenda

Overview

• Why Dynamics?
• CRM Landscape
• Dynamics 365 Ecosystem

Architecture

• Dynamics Architecture
• XRM / Solutions
• Data Model

CRM Features

• Admin Center
• Security - O365 Users/Groups, Business Units, Teams, Roles, Hierarchy/Position, FLS, etc.
• Data - sample, auditing import, templates, duplicates, bulk deletes, etc.
• Forms and Grids - standard, mobile, quick, editable, etc.
• Reports and Visualizations - views, report wizard, FetchXML, relationship insights, etc.

Configuration

• Forms - format, fields, mobile, roles, etc.
• Data (Fields) - primary attribute, adding fields, field types, relationships, database, etc.
• Data (Entities) - new entity, special entities (Address, Activity, Connections), etc.
• Documents - turning on, allowed extensions, SharePoint, etc.

Development

• Dev Tools
• Customize Business Rules
• Business Processes
• Dialogs and Workflows
• JS / Mobile / JS Reference
• Plugin / Actions / Plugin Logs / Messages
• HTML
• Solutions / Promotions / DevOps
• Performance / Diagnostics / Errors

Integrations

• Data Migration / ETL Tools
• Apps (Outlook, PowerBI, PowerApps, Flow, etc)
• Portals

Questions