Multisoft Systems presents a robust online training program focused on Dynamics 365 Customer Engagement for developers. This course is tailored to equip developers with the nuances of Dynamics 365 CE, delving deep into its modules like Sales, Customer Service, and Marketing. Participants will learn to customize, integrate, and extend functionalities, leveraging tools like Power Apps and FetchXML. With hands-on exercises and expert-led sessions, the training promises real-world applicability. Upon completion, attendees not only gain a competitive edge in the Dynamics 365 domain but also receive a certification from Multisoft Systems for
Dynamics 365 Customer Engagement for Developers Online Training, verifying their expertise.
- What is Dynamics 365 Customer Engagement (CE)?
Dynamics 365 Customer Engagement (CE) is a suite within Microsoft Dynamics 365 that offers a range of tools focused on areas like sales, customer service, and marketing. It aids businesses in managing and analyzing customer interactions throughout the lifecycle, fostering lasting relationships and driving growth.
- How does Dynamics 365 CE differ from traditional CRM systems?
Unlike traditional CRM systems, Dynamics 365 CE is cloud-based, allowing for greater scalability, integration capabilities with other Microsoft services, real-time data analytics, and a unified view of customers across various touchpoints.
- What are the main modules within Dynamics 365 CE?
The main modules include Dynamics 365 for Sales, Customer Service, Field Service, Marketing, and Project Service Automation.
- Explain the role of Power Apps in Dynamics 365 CE development.
Power Apps allow developers and business users to build custom apps quickly without needing extensive coding. With Dynamics 365 CE, Power Apps facilitate the creation of tailored solutions to address unique business requirements.
- How do workflows enhance operations in Dynamics 365 CE?
Workflows automate business processes, streamlining operations by ensuring tasks are carried out consistently and efficiently. In Dynamics 365 CE, workflows can automate processes like sending emails, creating tasks, or updating records based on specific triggers.
- Describe the Web API in Dynamics 365 CE.
The Web API offers a modern way to interact with Dynamics 365 using standard OAuth and OData protocols. It allows developers to execute operations like create, retrieve, update, or delete using HTTP methods.
- How is data security managed in Dynamics 365 CE?
Dynamics 365 CE employs a layered security model which includes record-based security, field-level security, and role-based security. This ensures that users only access data and functionalities pertinent to their roles.
- Explain the concept of Entities in Dynamics 365 CE.
Entities in Dynamics 365 CE represent business data and are akin to database tables. An entity has a set of records that are similar to rows in a table. For instance, 'Contact' or 'Account' are examples of entities.
- How do plugins augment Dynamics 365 CE's capabilities?
Plugins are custom pieces of code that execute in response to events like create, update, or delete. They allow developers to add custom logic, enhancing the default behavior of Dynamics 365 CE.
- What is the Unified Interface in Dynamics 365 CE?
The Unified Interface provides a consistent and accessible UI across devices, whether you access Dynamics 365 CE from a desktop, tablet, or phone. It offers improved navigation, better performance, and enhanced usability.
- Describe the purpose of Dashboards.
Dashboards in Dynamics 365 CE offer a visual overview of business metrics and performance. They amalgamate multiple data visuals, including charts and lists, providing users with insights at a glance.
- How does Dynamics 365 CE handle customization?
The platform offers a range of customization tools. Using the customization interface, developers can modify entities, attributes, relationships, and forms without writing code.
- What are the Business Rules in Dynamics 365 CE?
Business Rules allow for the implementation of validations, show or hide fields, or set field values without writing JavaScript. They offer a way to apply logic on the client side.
- How is mobile support implemented in Dynamics 365 CE?
Dynamics 365 CE has a mobile application that offers most functionalities of the web version. The platform ensures that customizations made for the web application are also available on mobile, delivering a consistent user experience.
- What is a Solution in the context of Dynamics 365 CE?
A Solution in Dynamics 365 CE is a package containing components like entities, plugins, workflows, and web resources. Developers use solutions to transport customizations from one environment to another.
- Describe the role of FetchXML.
FetchXML is a proprietary query language used in Dynamics 365 CE. It allows developers to construct queries to retrieve specific data from the platform, especially in reports or when the Web API is utilized.
- What are Custom Actions in Dynamics 365 CE?
Custom Actions allow developers to define new operations that aren't natively available. They can be invoked using the Web API, JavaScript, or plugins.
- How does the asynchronous processing service benefit Dynamics 365 CE?
This service handles long-running operations without the user having to wait for completion. Processes like workflows, bulk email delivery, or system jobs are managed asynchronously, ensuring optimal system performance.
- Explain the importance of Relationship Behaviors.
Relationship Behaviors in Dynamics 365 CE define how actions on a record (like delete or assign) affect related records, ensuring data integrity and logical connections between entities.
- Describe Form Types in Dynamics 365 CE.
Dynamics 365 CE offers various form types such as Main, Quick Create, Mobile, and Card. Each type caters to different user needs, whether it's creating a record quickly, viewing it on mobile, or displaying it in a specific layout.
- How can you integrate Dynamics 365 CE with external systems?
Dynamics 365 CE can be integrated with external systems using several methods like Webhooks, Custom APIs, Logic Apps, Azure Service Bus, and third-party integration platforms like Power Automate. The choice of integration method often depends on the complexity and requirements of the specific integration scenario.
- What is the role of the 'Xrm. Page' object in Dynamics 365 CE?
The Xrm.Page object provides methods and properties to interact with the data and components of a form. However, it's important to note that with recent updates, Microsoft has been moving towards the Xrm. Navigation and formContext approach to better align with the Unified Interface.
- How does Dynamics 365 CE handle data migration?
Data migration in Dynamics 365 CE can be managed using multiple tools, such as the Data Import Wizard, Data Migration Utility, and third-party tools. The choice of tool often depends on the volume of data and the complexity of transformations required.
- Explain the significance of 'Global Option Sets' in Dynamics 365 CE.
Global Option Sets allow developers to define a list of options that can be reused across multiple entities. This ensures consistency, reduces redundancy, and simplifies modifications, as changes made to the option set reflect wherever it's utilized.
- How do you troubleshoot a plugin that's not firing as expected in Dynamics 365 CE?
Troubleshooting can involve checking the plugin registration tool to ensure the plugin is registered correctly, verifying the event upon which it should trigger, reviewing the filtering attributes, and examining the plugin trace log for any errors or exceptions.
- What are Tiles in Dynamics 365 CE Dashboards?
Tiles are a visual component on dashboards that display summarized data, such as counts or sums. They offer a quick snapshot of metrics, making it easier for users to gauge performance or status at a glance.
- Describe the purpose of 'Record Creation and Update Rules'.
These rules allow the automatic creation or update of records based on specific conditions. For example, an email can be automatically converted into a case in the customer service module, based on pre-defined criteria.
- How do themes enhance the user experience in Dynamics 365 CE?
Themes allow organizations to customize the look and feel of Dynamics 365 CE by altering the default colors, adding a company logo, and adjusting other visual elements, ensuring alignment with corporate branding and improving user experience.
- What's the significance of 'Business Process Flows' in Dynamics 365 CE?
Business Process Flows guide users through essential steps in their processes, ensuring that data is captured consistently and processes are executed in a standardized manner. They provide visual indicators, stages, and steps to help users navigate complex processes.
- How do Role-Based Forms enhance data security in Dynamics 365 CE?
Role-based forms allow administrators to create different views of a form for various roles. This ensures that users see only the data and functions pertinent to their role, enhancing data privacy and reducing the risk of data breaches.