Dynamics 365 CRM + PowerApps Developer Course - Part 3
- Description
- Curriculum
- FAQ
- Reviews
This video course is focused on implementing automation in Microsoft Dynamics 365 CRM ( Customer Engagement ) application. This is the 3rd course in the Dynamics 365 CRM + PowerApps developer course series.
As part of the OOB customization practices, developers can automate business processes of the customers so that repetitive tasks be preformed easily. Dynamics 365 CRM application provides many UI tools to implement automation. those are known as Processes.
This course is discussing processes in detail and would be your guide to develop automation the Dynamics 365 CE application. You will be learning the basics of automaton in Dynamics 365 CRM, the tools used for automation and how to implementing each of them.
What is automation?
Automation is the process of automating repetitive tasks and complex business processes so that lesser manual intervention is required and achieve better ROI and accuracy of the process.
Use you can implement automation in Dynamics 365 Customer Engagement using Out of the Box (OOB) tools such workflows, dialogs, business processes and actions.
4 Processes Types:
Processes in Dynamics 365 CE can be broadly classified into 4 as given below.
-
Workflows
-
Dialogs
-
Business Process
-
Actions
What you would learn?
-
What is Automation
-
Understanding processes and process types
-
Understanding workflows
-
Creating Synchronous and Asynchronous workflows
-
Business Process Flows
-
Creating events using Actions
-
Solution Management
Who should Attend?
This course is for Dynamics 365 CRM developers and administrators who want to sharpen their development skills using automation in Dynamics 365 CRM/CE application.
-
Dynamics 365 CRM developer
-
.NET Programmers who want to switch.
-
IT Managers
-
Administrators
-
Software Architects
Job Opportunities for Dynamics 365 CE and PowerApps developers:
• Dynamics 365 provides an amazing job opportunity. There is a need for more developers in the market than functional consultants and administrators. 1:5 Ratio of functional Consultant to developers
• Average Salary $80,000 to $120,000 per annum for experienced 5-10 years developer.
Course Contents:
This course includes 7 sessions and 50+ chapters. The following are the 8 sessions includes in the Dynamics 365 CE + PowerApps developer Beginner course.
Section 1 – Course Overview
Section 2 – Understanding Processes
Section 3 – Implementing Workflows
Section 4 – Implementing Business Rules
Section 5 – Business Process Flows
Section 6 – Building Actions using Actions
Section 7 – Solution Management
Pre-requisites to attend this course:
-
Basic customization knowledge on Dynamics 365 CRM
-
Understanding of Sales, Customer service functionality.
-
Highly recommend: Dynamics 365 CRM + PowerApps developer Course Part 1 and Part 2.
-
1What is AutomationVideo lesson
What is Automation in Dynamics 365 CRM?
Automation allows developers to automate complex and repetitive business processes so that less manual intervention is required to execute them.
As part of customizing Dynamics 365 CRM, developers can implement automation. And much of the automation can be implemented using UI tools, we call them as Out-of-the-box (OOB) tools.
Dynamics 365 CRM application suite provides set of OOB based tools to implement automation such as workflows, business process, actions and business rules.
Examples:
•Sending email notification on field service appointment creation.
•Assigning lead to sales reps based on their location, product.
•Automating lead qualification
•Assigning cases to agents based on the severity of the application.
-
2Understanding ProcessesVideo lesson
What is a process?
A process is an automated workflow consisting of steps which will help business users to automate their business processes.
Example: A process to which send a mail to the supervisor when a case is pending to resolve for more than 2 days.
A process is automated task that perform a repetitive task or business process. Processes in Dynamics 365 CRM can be automated as well as interactive (user-initiated).
Workflows and actions are automated while Dialogs and Business Process Flows are interactive.
How to develop Processes?
Processes in Dynamics 365 CRM can be implemented using OOB tools as well as code.
In this course we will talking about implementing automation using OOB tools such a workflows, business process flows, actions and business rules.
And in thee second course 'Dynamics 365 CRM + PowerApps developer course', we will be discussing about developing processes using code such as plugins and custom workflow activities.
What processes are made of?
A Dynamics 365 CRM process is based on the Windows Workflow Foundation programming model.
You can develop workflows outside of Dynamics 365 CRM using XAML and import to CRM and other workflow supported applications.
Processes are part of OOB customization capabilities of Dynamics CRM which can be created by normal business users.
-
3Types of processesVideo lesson
We talked about processes in detail in the last chapter, and here we are talking about the types of processes.
Process Categories
Processes in Dynamics 365 CE is broadly classified into 4. Where Dialogs are obsolete.
1.Workflows
2.Dialog
3.Actions
4.Business Process Flow(BPF)
Note: Dialogs are still available in Dynamics 365 CRM application to perform but there are obsolete. They would be eventually removed from Dynamics 365 CRM application.
-
4Familiarize with ProcessesVideo lesson
1. Workflows:
Workflows are tools which allow to automate your business processes. Workflows are the mostly used tool to develop automation in Dynamics 365 CRM. Workflows and dialogs are present in Dynamics 365 since Dynamics CRM as the two basic forms of automation tools available.
Using workflows, normal business users can implement business logic without writing code.
2. Dialogs:
Used to create an interactive step-by-step data entry form that requires user input to start and run to completion.
A wizard-like interface is presented so you can make appropriate selections or enter data as you progress.
3. Business Process Flows (BPFs):
A Business Process Flow is a tool to help guide users through a business process.
A business process flow is composed of Stages, and within each stage there are Steps to complete which are fields.
4. Actions:
Using actions, developers can create custom events in Dynamics 365 CE application. In Dynamics 365, we have a set of pre-defined events for each entity. These events are not customizable.
Additional events can be created using Actions. We can create more events or we can combine existing events.
-
5SummaryVideo lesson
What we have learned so far in this section.
Automation basics
Process
Process Types
Familiarizes with process types
-
6Workflow BasicsVideo lesson
What is a Workflow in Dynamics 365?
Workflows are UI based tools which allows to automate business processes. Workflows often act as an alternative to custom plug-ins.
Normal business users can implement business logic without writing code. When compared to Plugins only a limited number of operations can be done using Workflows.
Applications of Workflows:
Trigger the logic when condition(s) is met.
Changes in the business logic must be performed by people who are not developers.
You need the ability to let users apply your logic run manually.
Configuring Workflows:
When configuring a workflow in Dynamics 365 CRM, we have 4 areas to configure.
1.When to start them?
2.Should they run as a real-time workflow or a background workflow?
3.What actions should they perform?
4.Under what conditions should actions be performed?
-
7Workflow PropertiesVideo lesson
Workflow Properties:
A Workflow consist of a set of properties and series of steps and rules that serve to automate a business process.
Process Name
Activate As: Process / Template
Entity:
Category
Triggering Criteria:
Start When (Triggering Criteria):
Record is Created
Record Status Changes
Record is Assigned
Record field change
Record is Assigned etc.
Scope of Workflow
The scope of workflow defines at what level in the CRM organization the workflow should be triggered.
Organization
Parent-child BU
Business Unit
User
Available to run ( modes of running workflow)
Run in the background
As on-demand process
As a child process
-
8Workflow ElementsVideo lesson
Elements Of workflows:
Every workflow in Dynamics 365 CRM has a set of elements and those are given below:
Stages
Conditional Operators
Wait statement
Tasks ( CRM tasks)
Conditional Operators:
Check Condition(IF): a check condition is made up by an if statement, and a then statement.
Conditional Branch( ELSE IF) : can only be created directly after a Check Condition. Functions as an Otherwise, If, Then statement.
Default Action ( ELSE) : used to run a series of steps if the Check Condition and Conditional Branch fail.
Workflow steps:
Stage: a stage is used to split a workflow into manageable sections.
Wait: waits until a condition is met, then performs desired step.
Parallel Wait Branch: a wait condition that runs parallel to the original workflow.
CRM Tasks:
Create Record: creates an entity record (or a related entity record) in selected entity.
Update Record: updates selected entity record (or related entity record)
Assign Record: assigns selected entity record (or a related entity record) to a user or a team.
Delete Record: Delete a specific record.
Send E-mail: sends an e-mail via new e-mail creation or via e-mail template.
Start Child Workflow: starts a Child Workflow. Usually to perform a task outside the original selected entity.
Change Status: changes status field of selected entity record.
Stop Workflow: stops the workflow with a status of cancelled or completed.
-
9Types of WorkflowsVideo lesson
Types of Workflows:
In Dynamics 365 CE you can create two types of Workflows depends on how they run:
Asynchronous Workflows
Synchronous Workflows
1.Asynchronous Workflows ( Background workflows).
Runs in the background when triggered.
Triggers few moments ( or even minutes) after the event occurred.
Synchronous Workflows
Real-time workflows
Triggers right after an event Is occurred.
Almost equivalent to Plugins
Synchronous Vs Asynchronous Workflows
Async workflow wont interrupt the main business process flow.
Sync workflows execute as part of the main UI thread.
With Async workflow, latest information wont be reflected on the UI after execution. Sync workflow does this.
Sync workflow impact UI performance.
-
10Asynchronous WorkflowsVideo lesson
-
11Creating Asynchronous WorkflowsVideo lesson
-
12Trigger and Test the workflowVideo lesson
-
13Synchronous WorkflowsVideo lesson
-
14Creating a Synchronous WorkflowsVideo lesson
-
15On-demand workflowsVideo lesson
-
16Child WorkflowsVideo lesson
-
17Check the status of WorkflowsVideo lesson

External Links May Contain Affiliate Links read more