1. Digitise your customer experience - Preface

2. Digital Transformation using Dynamics 365 - An Overview

   1. Introduction
   2. Framework for taking digital Business to the Core
   3. Digital Transformation and the Customer Experience

3. Installation

   1. Installing a Dynamics On Premise Update
   2. Dynamics 365 Updates
   3. Relationship Insights Install
   4. Install Live Assist by CafeX
   5. Installing CRM 2016 On Premise
   6. Downgrading a Dynamics 365 Version

4. Configuration

   1. Email
      • Configuring Email Tracking Token
      • Apps for Office 365 and Desktop Outlook
      • Server Side Sync Setupe
      • Exchange Folder Level Tracking
      • Dynamics 365 and Outlook
      • Add App to Outlook Users
      • Automatic Email Tracking with Correlation
      • Tracking an Outlook Email in Dynamics 365
      • Email Engagement
   2. Power BI and Business Intelligence
      • Power BI Tiles in Dynamics CRM
      • Connecting Power BI Desktop to Dynamics 365
      • Option Sets and Power BI
      • Organization Insights app
      • Install Dynamics 365 Content Packs
      • Relationship Insights
      • Sales Management Solution Template
      • Add a Power BI Dashboard to D365
      • Process Analyzer Content Pack
      • Power BI and Dynamics 365 Data Security
      • Building Your First Power BI Report for Dynamics 365
   3. System Settings
      • Autosave

5. Administration

   1. Set Dynamics 365 Instance Name
   2. Bulk Delete Data Job
   3. Change Theme and Logo
   4. Fiscal Year Settings
   5. Sales Territories
   6. Business Units
   7. Queues
   8. Automatically Add Cases to Queues
   9. Picking and Releasing Cases from Queues
   10. Release Queue Item Behavior
   11. Quick Find Entities
   12. Manage Licensing and Pricing
   13. User License Types
   14. Auto-Numbering
   15. Teams
   16. Office 365 Groups
   17. SharePoint Integration
   18. OneNote Integration
   19. OneDrive Integration
   20. Release Cycle
   21. Backup and Restore
   22. Create Users
   23. Auditing
   24. Yammer Integration
   25. Restrict Access to Instances
   26. Auto Capture
   27. Delete a CRM Organization
   28. Turning Off Error Report
   29. Timeout Settings
   30. Restrict Attachments Types
   31. Restrict Attachment Size and Prevent Attachments
   32. Learning Paths
   33. Admin Dynamics Website
   34. Enable Disable Turbo Forms
   35. PowerApps, Canvas apps, Model-driven Apps, Common Data Service and D365 Explained
   36. Service Status
   37. Customizing the Site Map with SiteMap Designer
   38. Process Center Disappears from SiteMap
   39. Unified Client Interface
   40. Toggle Between UCI and Classic Mode
   41. Merge Permissions
   42. Notes and Documents
   43. Accessing Customer Service Hub
   44. Creating and Using Single-Stream and Multi-Stream Dashboards
   45. Setting Parent-Child Behavior for Resolving Cases
   46. Connect Schedule Board to Maps
   47. Installing Sample Data
   48. Set Colors and Logo using Themes
   49. Record Creation and Update Rules to Convert Email to Case
   50. Voice of the Customer Limitations
   51. Enabling Hybrid Experience for Unified Interface
   52. Opting In to April 2019 Preview
   53. Copying a Dynamics 365 Organization into another Org
   54. Export and Import Data from One Org to Another using Excel
   55. Updating Records using Export and Import with Excel

6. Functional

   1. Connections
   2. Goals
   3. Duplicate Detection
   4. Cases
   5. Activities
   6. Business Rules
   7. Interactive Service Hub
   8. Accessing Interactive Service Hub
   9. Knowledge Base Management
   10. Enabling Knowledge Article Search
   11. Searching and Emailing Knowledge Base Articles
   12. Tracking Knowledge Article Versions
   13. Scheduling Publishing a Knowledge Article
   14. Unit Groups
   15. Products
   16. Opportunity, Quote, Order, Invoice
   17. Sales Literature
   18. Leads
   19. Closing an Opportunity
   20. Sales Pipeline
   21. Product Families
   22. Up-Sell and Cross-Sell Products
   23. Currency
   24. Relationship Insights
   25. Opportunities and Calculating Revenue
   26. Account Relationship Types
   27. Customer Service Hub
   28. Entitlements and SLAs
   29. Merging Cases Behavior
   30. Converting a Task to Case or Opportunity

7. Development

   1. Overview of Extending Dynamics 365
   2. API
      • OData and Web API URLs
      • Global Option Sets and Web API
      • Connecting to Dynamics 365 from Windows Form
      • Connecting to Dynamics 365 using CrmServiceClient
      • Connecting to Dynamics 365 using the Organization Service Proxy
      • Connecting to Dynamics CRM On Premise Console App
      • Early Bound vs Late Bound
      • Register Azure App
      • Web API Sample
      • Open CRM Record by URL
      • Get GUID of Dynamics CRM Record
      • RetrieveMultiple and QueryExpression
      • LINQ (Late-Bound)
      • Register an App for Azure
      • Connecting to Dynamics CRM through Postman
      • WhoAmI
      • Generic SQL Error
      • SOAP Logger
      • Use EntityReference to Get Name from Id
      • Calling FetchXML from C#
      • Plugin Execution Query Type
      • Attach a Note to a Record with C#
      • Get Entity Metadata Using C#
      • View Metadata through URL
      • Get Current User using C#
      • Send Email using C#
      • CRUD Operations using C#
      • Retrieve a Record then Update using C#
      • WebAPI and C# – Configuring Sample Code
      • Download Entity Images in C#
      • TLS1.2 and How to Fix Your Apps
      • Using the Xrm.WebApi
      • Looking at the WebApi through Browser URL
   3. Powershell
      • PowerShell cmdlets for Dynamics 365
      • PowerShell for Dynamics CRM On-Premise
      • Microsoft.Xrm.Data.Powershell
   4. Dashboards
      • Getting a Dynamics CRM Dashboard URL
      • Creating a New Dashboard
      • Sharing a Dashboard
      • Setting Default Dashboard
   5. FetchXML
      • Introduction to FetchXML
   6. JavaScript
      • Introduction
      • Creating and Debugging JavaScript Code
      • HTML Web Resource and JavaScript Button
      • Using Xrm Page Html Web Resource with GetGlobalContext
      • Redirect to CRM Page
      • OnSave and OnLoad
      • Read only form with JavaScript
      • Get User
      • Querying CRM through JavaScript
      • Querying CRM through JavaScript WebAPI
      • Query Dynamics 365 using jQuery
      • Create Record in Dynamics 365 using jQuery
      • Update Record in Dynamics 365 using jQuery
      • Get and Set fields using JavaScript
      • $ is not defined error
      • Get Id of Current Record
      • REST Builder
      • Access Xrm Resource from HTML
      • addOnSave method
      • Non-Event Dependencies
      • Opening a Quick Create form using JavaScript
      • Web Resource Deployer and Project with Developer Extensions
      • Form Notifications
      • Checking IsDirty
      • Using Fiddler and JavaScript with D365
      • Refresh Subgrid
      • Getting Local Option Set Metadata WebAPI Javascript
      • Calling a Workflow from JavaScript
      • Xrm.Page.data.refresh() and Xrm.Page.data.save()
      • Filtering Lookups addCustomFilter addPreSearch
      • setSubmitMode to Save Fields
      • Running JavaScript on Activate / Deactivate
      • Calling Update on SDK.REST invokes Retrieve
      • Check if Field is Empty
      • Hiding and Showing Fields / Show Hide Fields
      • Hide and Show Tabs and Sections
      • Set and Retrieve Lookup Id and Value using Xrm.WebApi
      • Calling an Action from JavaScript
      • Calling an Action from JavaScript using Xrm.WebApi.online.execute
   7. Processes, Workflows and Plugins
      • Workflows vs Plugins
      • Creating a Workflow
      • Plugin Execution Pipeline
      • Plugin Quick Code
      • Create a plugin
      • Debug a plugin
      • Debug a plugin – Persist to Entity
      • Plugin Exception Handling
      • Plugin Trace Log
      • Using Plugin Trace Log to Trace Plugin Exceptions
      • Plugin – Pre-Validation
      • Plugin – Pre-Operation
      • Plugin – Post-Operation
      • Delete Aync Operation if Successful
      • Business Process Flows
      • Business Rules
      • Real-time vs background workflows
      • Wait conditions in workflows
      • Actions
      • Dialogs
      • Workflow Scope
      • Troubleshooting No Sandbox Hosts Available
      • RetrieveMultiple Plugin
      • Pre Images and Post Images
      • Run Workflow at Set Time Period
      • View Workflow Process History
      • Enabling Microsoft Flow on Forms
      • Troubleshooting Issues Logging into Plugin Registration Tool
      • Impersonate a User in Plugin
      • Overriding RetrieveMultiple Pattern to Integrate to 3rd Party Systems
      • Data Contract Cannot be Serialized
      • Plugin Depth
   8. Views
      • Change Default Advanced Find View
      • View Designer in XrmToolbox
      • Filtered Views
      • Views
      • Quick Find View for Search
      • Sharing an Advanced Find View
   9. Ribbon
      • Installing and Using Workbench Ribbon
      • Installing Ribbon Workbench for CRM 2015
      • Using Ribbon Workbench Inside XrmToolbox
      • Open Web Page from Button with Ribbon Workbench
      • Dynamics CRM Ribbon Customizations
      • Hiding Plus + button on Subgrids
   10. Entities, Forms, Solutions
       • Create a New Entity
       • Quick Create Forms
       • Relationships
       • Editable Grids
       • Create Option Set fields
       • Subgrids
       • Adding and Customizing Subgrid Search Box
       • Insert Navigation Link
       • Quick View Forms
       • Calculated Fields
       • Rollup Fields
       • Entity Data Types
       • Status Reason Transitions
       • Enabling and Disabling Features
       • Hierarchies
       • Entity Relationships
       • Controls
       • Adding Forms
       • Form Managed Properties
       • Web Resources
       • IFrame OnReadyStateComplete
       • Advanced Find URL
       • Modifying Form Section Layout
       • Add Background Processes to Process Sessions
       • Default Form Order
       • Entity Images
       • Reusing and Duplicating Fields on a Form
       • Filtering Lookup Fields
       • Modifying Lookup Fields and Lookup Views
       • Intersect Entities and N:N Relationships
   11. Xrm Tooling
       • Login Control
   12. Integration
       • KingswaySoft Install
       • KingswaySoft Insert Integration
       • Keys
   13. Apps
       • Apps and App Designer
       • Assign Roles to Apps
   14. SDK
       • SDK, Templates, Developer Toolkit
       • Developer Guide – The New SDK
       • JavaScript in the Developer Toolkit
       • Developer Extensions for Visual Studio (3rd Party)
       • Installing Templates in Visual Studio 2017
   15. Azure
       • Azure Service Bus Messaging with Plugin

8. Reporting

   1. Creating Reports using the Report Wizard
   2. Building Charts in Dynamics CRM
   3. Install Visual Studio CRM Report Authoring Extensions
   4. Install Visual Studio Dynamics 365 Report Authoring Extensions
   5. Create FetchXML Reports for CRM with Visual Studio
   6. Create SQL Reports for CRM with Visual Studio
   7. Sharing Personal Charts
   8. Convert Personal Chart to System Chart
   9. Excel Templates
   10. Word Templates
   11. Error Connecting to Dynamics 365 from Excel
   12. Everything You Need to Know About Excel and Dynamics 365

9. Data Migration and Upload

   1. Uploading Data to Dynamics 365

10. Deployment

    1. Package Deployer
    2. Configuration Migration
    3. Deploy Security Roles
    4. Deploy Plugins Across Different Environments

11. Security

    1. User and Role Security
    2. Copy Security Role
    3. Troubleshooting User Permissions
    4. Hierarchical Security
    5. Access Teams
    6. Field Security
    7. Which Privileges Which Roles with Privileges Discovery

12. Performance

    1. Performance Center

13. Mobile

    1. Mobile Task Flows
    2. Mobile Apps
    3. Displaying Forms, Sections, Fields on Mobile Devices
    4. Mobile Performance and Client Customizations
    5. Error Logging into Dynamics 365 for Phones App

14. Upgrading

    1. Custom Code Validation Tool 2013
    2. Custom Code Validation Tool 2015
    3. Upgrading Dynamics CRM 2013 Customizations Part 1
    4. Upgrading Dynamics CRM 2013 Customizations Part 2

15. 3rd Party

    1. North52
       • Installing Business Process Activities
       • Configuring Security
       • Creating an AutoNumber Function
       • Creating a Workflow Schedule
       • Command Console (Create Record)
       • Creating a Process Genie
       • Installing North52 Quick Button App
       • Using a North52 Quick Button
       • North52 Alert
    2. XrmToolbox
       • Metadata Browser
       • Metadata Document Generator
       • Web Resources Manager
       • Iconator
       • Ribbon Workbench
       • LateBound Constants Generator
       • Error When Loading XrmToolBox
    3. Resco
       • Installing and Configuring the Resco Mobile Solution
       • Installing the Resco Mobile App
       • Installing the Resco Mobile App for Windows
       • Mobile Client Online vs Offline

16. Field Service

    1. Overview of Dynamics 365 for Field Service
       • Overview of Dynamics 365 for Field Service
       • Key Capabilities of Field Service
       • Work Order Life Cycle and Field Service Roles
       • Field Service sample data population
    2. Installing Field Service for Dynamics 365 Online
    3. Accessing Field Service Settings
    4. Creating a Service Task
    5. Managing Inventory in Field Service
    6. Processing a Return to Warehouse

17. Project Service Automation

    1. Installation

18. Appendix

    1. Useful Dynamics 365 Links
    2. User Interface of different versions
    3. Dynamics CRM and Dynamics 365 Codenames

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