Working with the Common Data Service through the Web API

This course provides students with an introduction to working with the Common Data Service through the Web API by building a thorough understanding of Microsoft Power BI and its customization capabilities. This includes the skills needed to connect to and apply a CDS to various business tasks (using the Web API), develop custom programs and plug-ins using JavaScript and creating custom workflow activities.

Students will learn important developer skills including how to proficiently develop programs to be used in various Power Apps and Dynamics 365 business scenarios and create components for workflows and canvas apps.

 

Audience profile

This course has been designed to apply to developers of Microsoft Power Apps.
It is recommended that attendees of this course have an existing working knowledge of Microsoft Power Apps and Dynamics 365 before starting this course – as well as introductory knowledge in programming (preferably JavaScript).

 

At course completion

After completing this course, students will be able to:

• Understand the Customer Engagement Toolkit (SDK)
• Setup projects in Visual Studio
• Develop applications to perform operations using the Web API                                  
• Use LINQ to create, read, update and delete records.
• Write client-side code for the Web API
• Write JavaScript functions and Web resources.
• Create, test and deploy Plug-Ins using the Plug-In registration tool.
• Create custom Workflows and Canvas Apps.
• Embed custom connectors into workflows and canvas apps.

 

 

Module 1: Introduction

This module provides an introduction to the lab environment and lab settings – as well as an orientation of the developer resources, shortcuts and customer engagement toolkit.

Lessons

• Set up a trial of Microsoft Dynamics 365
• Sign in to Microsoft Dynamics 365
• Install Sample Data
• Review the Developer Resources
• Review the Lab Files
• Review the Shortcuts File
• Review the Customer Engagement Toolkit (SDK)

Lab 1: Set up your Lab Environment

Lab 2: Developer Orientation

 

Module 2: Connecting to a CDS

This module will provide the user with the skills needed to connect to a CDS by writing Web API programs in both server-side and client-side methods.

Lessons

• Register an App in Azure
• Set up the Visual Studio Project
• Develop an App to perform operations using the Web API
• Test your App
• Set up the Visual Studio Project
• Create Early Bound Classes
• Using LINQ to Create, Read, Update and Delete records
• Test your App
• Write Client-side code for the Web API
• Create a HTML Web Resource
• Customize Dynamics 365
• Test your code

Lab 1: Using the Web API with Server-side code to connect to CDS

Lab 2: Using the Organization Service with Server-side code to connect to CDS

Lab 3: Using the Web API with Client-side code to connect to CDS

 

Module 3: Developing custom programs

Ion this module, users will acquire the skills needed to write their own programs in JavaScript and develop and deploy their own custom Plug-Ins.

Lessons

• Write a JavaScript Function
• Create a JavaScript Web Resource
• Configure the Event Handler
• Test your JavaScript Code
• Customize your App
• Set up the Visual Studio Project
• Create a Plug-In
• Sign and Build the Assembly
• Deploy a Plug-In using the Plug-In Registration Tool
• Test your Plug-In
• Debug Plug-In code using the Plug-In Profiler Tool

Lab 1: Writing JavaScript Client-side Code

Lab 2: Create and deploy a Plug-In

 

Module 4: Developer utility in Microsoft End-User Applications

In this module, the user will obtain the skills needed to create advanced workflows and power apps (model driven and canvas apps) from scratch – utilizing developer utilities.

Lessons

• Set up the Visual Studio Project
• Create a Custom Workflow Activity
• Sign and Build the Assembly
• Deploy a Custom Workflow Activity
• Create a Workflow
• Test your Custom Workflow Activity
• Create a Canvas App
• Create Model Driven App
• Embed Canvas app into Model driven app
• Install node.js
• Install Power Apps CLI
• Create a PCF Component
• Packing your PCF component in a Solution
• Connect to Power Apps Environment
• Create a Model-driven App
• Set up Visual Studio
• Register an App in Azure
• Create a Custom Connector
• Consuming the Custom Connector in a Canvas App

Lab 1: Create a Custom Workflow Activity

Lab 2: Embedding Power Apps

Lab 3: Create and Deploy a PCF Control

Lab 4: Create a Custom Connector

This course has been designed to apply to developers of Microsoft Power Apps.
It is recommended that attendees of this course have an existing working knowledge of Microsoft Power Apps and Dynamics 365 before starting this course – as well as introductory knowledge in programming (preferably JavaScript).