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Tutorials
PhuocLe edited this page Aug 27, 2018
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A service provider Paz implement a project LuckeyMonkey with these requirements
- Lead can be import by Excel file and make sure the topic always uppercase after lead imported (Tutorial 1)
- When creating lead, topic field always uppercase. But when editing, it cannot edit (Tutorial 3)
- When creating/editing lead, if user enter Business Phone they should be enter Mobile Phone too and vice versa. Otherwise, 2 fields can be blank (Tutorial 3)
- When lead created, send an email (with an email template) notification to all team members of the current user belong to teams (Tutorial 5)
- Lead can qualify by a user who has security role: "Qualify Lead" (Tutorial 6)
- Qualify lead don't create Opportunity, create Account and move to Account page after success qualified (Tutorial 7)
- Lead have 3 custom fields: LEAD_FIELD1, LEAD_FIELD2, LEAD_FIELD3 mapping correspond with 3 custom fields: ACC_FIELD1, ACC_FIELD2, ACC_FIELD3 in Account. When lead qualified, make sure 3 custom fields should copy from lead to account (Tutorial 8)
- When a lead qualified, send an email (with an email template) notification to all team members of the current user belong to teams (Tutorial 9)
- Unit test for Javascript code (Tutorial 4)
- Unit test for C# code (Tutorial 2), (Tutorial 10), (Tutorial 11)
- UI automation test (Tutorial 12)
- DevOps for CI/CD
- A default Dynamics 365 Trial instance
- Publisher: PAZ - prefix: paz_ - Option Value Prefix: 50,000
- Solution Name: LuckeyMonkey (reference to PAZ publisher)
- Download managed solution: ViewFetchXML_1_2_managed.zip and install to your Dynamics 365 Trial
- Download and install Visual Studio extensions: Chutzpah Test Runner Context Menu Extension
- Download and install Visual Studio extensions: Chutzpah Test Adapter for the Test Explorer
- Create a blank solution Paz.LuckeyMonkey.sln
- Download and install XrmToolBox
- Download and install NodeJs
- Download and install Chrome Extensions Dynamics CRM Power Pane
- Tutorial 1: Plugin
- Tutorial 2: Unit Test Plugin
- Tutorial 3: WebResource
- Tutorial 4: Unit Test WebResource
- Tutorial 5: Custom Workflow
- Tutorial 6: WebApiClient
- Tutorial 7: Custom Action
- Tutorial 8: Plugin and Unit Test Plugin
- Tutorial 9: Qualify Lead
- Tutorial 10: Unit Test Custom Workflow
- Tutorial 11: Unit Test Custom Action
- Tutorial 12: UI Unit Test
- Tutorial 13: Console
- Tutorial 14 DevOps