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Microsoft Dynamics 365 CRM Developer Training

Master Advanced Plugin Development, Client-Side Scripting, and Web API Integrations for Dynamics 365

4.8(1,450 students)
50 Hours
Advanced
MicrosoftDynamics 365CRMPluginsJavaScriptWeb APIDataverse
Microsoft Dynamics 365 CRM Developer Training

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Course Overview

This training program provides exhaustive technical mastery over the extensibility framework of Microsoft Dynamics 365 CRM. Designed for developers transitioning into business application development, the curriculum bypasses standard low-code configurations to focus heavily on programmatic extensions. Participants will learn how to write event-driven .NET C# plugins, intercept execution pipelines, construct complex client-side interactions via JavaScript Web Resources, and integrate external systems natively using the Dataverse Web API. The course concludes with enterprise ALM mechanics, solution deployment controls, and performance optimization profiling.

Who Should Learn

C# .NET Developers and Software Engineers looking to transition into the enterprise CRM domain
Dynamics 365 Technical Consultants wanting to move beyond low-code configuration into pro-code development
Solutions Architects needing to design complex integration layers and custom web resources for Dynamics 365
Systems Integrators tasked with linking external enterprise systems to Dynamics 365 backends via Web APIs

Prerequisites

  • Strong proficiency in object-oriented programming, specifically using C# and .NET frameworks
  • Solid foundation in web development technologies including JavaScript (ES6+), HTML, CSS, and RESTful APIs

Learning Outcomes

Develop and deploy synchronous and asynchronous .NET C# plugins across specific execution pipeline stages
Implement client-side data validation and dynamic form behaviors utilizing the Dynamics Client API Object Model
Create and inject custom responsive web components into CRM frames using HTML, CSS, and modern JavaScript Web Resources
Orchestrate secure, real-time data integrations between external data stores and Dynamics 365 using the OData-based Web API
Build multi-stage custom Business Process Flows and complex background workflows to drive programmatic automation
Configure granular data protection models through field-level security, security roles, and role-based access control
Manage development environments smoothly using unmanaged and managed CRM solution files, patching, and version control

Course Curriculum

1Module 1: Dynamics 365 Architecture & Developer Environment Setup
4 topics
  • Architectural breakdown: Decoupling the platform app tier, web services, and underlying Dataverse storage
  • Setting up the developer sandbox: Configuring Visual Studio, SDK libraries, and the Developer Toolkit
  • Exploring metadata structures: Programmatic definitions of logical attributes, tables, and system forms
  • Working with the XrmToolBox suite to accelerate metadata analysis and schema navigation
2Module 2: Advanced Metadata Customization & Form Scripting
4 topics
  • Creating and editing custom entities, relationships (1:N, N:N), and custom index constraints
  • Designing highly functional forms and custom views with built-in Field-Level Security rules
  • Writing robust client-side scripts using JavaScript to capture form events (OnLoad, OnChange, OnSave)
  • Interacting with the unified Client API namespace (`Executioncontext.getFormContext`) to manipulate form objects
3Module 3: Pro-Code Extensibility: .NET Plugin Development
4 topics
  • Deep dive into the Event Execution Pipeline: Understanding Pre-Validation, Pre-Operation, and Post-Operation phases
  • Authoring .NET C# custom plugins: Implementing the `IPlugin` interface and managing execution contexts
  • Registering assemblies: Using the Plugin Registration Tool to map message triggers, filtering attributes, and images
  • Debugging backend code: Configuring the Plugin Profiler to capture execution dumps for local replay debugging
4Module 4: Web Resources & Custom UI Components
4 topics
  • Developing and structuring client-side Web Resources (HTML, CSS, JS) within the CRM architecture
  • Passing operational parameters safely into custom frames and iframe boundaries
  • Building custom data capture controls and dashboards to bypass standard layout constraints
  • Best practices for managing external third-party script libraries safely within the Dynamics sandbox
5Module 5: Enterprise Data Integration & Web API Execution
4 topics
  • Authenticating external code requests securely via OAuth 2.0 and Azure Active Directory service principals
  • Querying, updating, and deleting records via the RESTful OData v4 Web API endpoints
  • Structuring batch request executions to process massive volumes of operational data safely
  • Designing real-time data sync loops and asynchronous worker queues for external database alignment
6Module 6: Business Process Automation & Advanced Workflows
3 topics
  • Designing multi-branch Business Process Flows (BPFs) to enforce complex corporate operational tracks
  • Writing Custom Workflow Activities in C# to extend standard drag-and-drop workflow builder blocks
  • Handling long-running background logic loops and handling transaction rollbacks during data validation failures
7Module 7: Enterprise Solution Management & ALM Lifecycle
4 topics
  • Packaging assets: Differentiating the operational roles of Unmanaged vs. Managed Solutions
  • Maintaining system integrity: Implementing solution segmentation, entity patching, and explicit cloning tracks
  • Establishing automated Application Lifecycle Management (ALM) patterns with solution version controls
  • Deploying packages safely across Development, QA, and Production environments
8Module 8: System Hardening, Diagnostics & Performance Tuning
4 topics
  • Configuring security layers: Defining explicit Role-Based Access Control (RBAC) and data boundaries
  • Performance optimization: Identifying long-running operations and cleaning up database locking conditions
  • Conducting structural code reviews using the Power Apps Solution Checker tool to identify API deprecations
  • Leveraging Azure Application Insights telemetry logs to monitor application exceptions and live execution speeds

Certification

Earn the SkillSurf Certified Dynamics 365 CRM Enterprise Developer credential upon passing the rigorous code-level plugin architecture exam and successfully deploying a functional Web API capstone integration.

Frequently Asked Questions

A plugin is a custom .NET C# class library that compiles into an assembly and executes directly on the server when specific database events occur. You should use a plugin when you need immediate, high-performance execution before data is committed to the database (Pre-Operation) or when processing complex computational logic that standard asynchronous workflows cannot handle with zero latency.
Because you cannot attach a live debugger to Microsoft's cloud servers directly, you use the Plugin Registration Tool to install the 'Plugin Profiler'. The profiler captures the exact execution context, variables, and state during an error, allowing you to download a log file and replay the error locally in Visual Studio to trace your C# code row by row.
Yes, the advanced modules introduce how modern UI extensions are built. You will learn how web resources fit alongside PCF controls, preparing you to choose the correct customization method depending on your interface requirements.