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PhuocLe edited this page Aug 26, 2018 · 51 revisions

Scenario

A service provider Paz implement a project LuckeyMonkey with these requirements

  1. Lead can be import by Excel file and make sure the topic always uppercase after lead imported (Tutorial 1)
  2. When creating lead, topic field always uppercase. But when editing, it cannot edit (Tutorial 3)
  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)
  4. When lead created, send an email (with an email template) notification to all team members of the current user belong to teams
  5. Lead can qualify by a user who has security role: "Qualify Lead"
  6. Qualify lead don't create Opportunity, create Account and move to Account page after success qualified
  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
  8. When a lead qualified, send an email (with an email template) notification to all team members of the current user belong to teams

And

  1. Javascript code should have a unit test
  2. C# code should have a unit test (Tutorial 2)
  3. Unit test should passed and code coverage >= 90%
  4. It better, if team has UI automation test and passed
  5. It better, if team has DevOps for CI/CD

Setup Dynamics 365 Crm

  • 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 NodeJs
  • Download and install Chrome Extensions Dynamics CRM Power Pane

Setup Visual Studio 2015 or 2017

  • Create a blank solution Paz.LuckeyMonkey.sln

Tutorials

All projects of tutorials should be add to solution Paz.LuckeyMonkey.sln

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