7 ways to extend your Dynamics 365 CE
Dynamics 365 CE- Extend
We are using traditional way to extend Dynamics CRM application using plugins and limited formats but in recent updates, we can able to extend Dynamics 365 application by 7 different ways.
1. Custom Business apps
2. Plug-ins
3. Automate Business process
4. Asynchronous service
5. Azure Extensions
6. WebHooks
7. Client scripting(Client API)
what are these and why we need this?
if we need to modify Dynamics 365 application functionality based on customer requirement we can use these techniques to extend the application.
1. Custom Business apps
- Create an AppModule Entity instance to define your app and its properties.
- Add or remove components to your app such as entity, sitemap, and other components for your custom app using the AddAppComponents and RemoveAppComponents actions.
- Check your app for any required components that missing by using the ValidateApp function.
- Publish your app.
- Associate appropriate security roles to your custom business app to provide access to users.
2. Plug-ins
- Write plug-in code in visual studio, Register and deploy plug-ins,
- For same plug-in , refer this link https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/write-plugin
3. Automate Business process
- Here there is two type of Business process 1. automated processes 2. interactive processes
- Dynamics 365 (online) Customer Engagement, a process enables you to create and manage your automated and interactive business processes. While the name has been changed from workflow to process, the entity that’s used to implement a process is still called workflow.
- For creating realtime workflow , refer the link here https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/create-real-time-workflows
4. Asynchronous service
- here executing long-running operations, this is improving overall system performance.
5. Azure Extensions
- On this update, Supports integration with Azure. so we can able to register plug-ins with Dynamics 365 that can pass run-time message data, known as the execution context, to one or more Azure solutions in the cloud.
6. WebHooks
- Webhooks are creating external handlers for server events.
7. Client scripting(Client API)
- Client-side scripting using JavaScript is one of the ways to apply custom business process logic for displaying data on a form in Customer Engagement.
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