Tutorials

Scenario

A service provider Wooow implement a project Kool with these requirements

1. Account Name always uppercase and don't allow user edit it.
2. Automatic create Contact record when Account created with these mapping

• Contact First Name = Account Name
• Contact Telephone1 = Account Telephone 1
• Contact Address Type 1 always Other

3. End user confirm Address Type 1 of Contact to Primary.
4. End user add/edit Contact record which Job Title field have text: developer, automatic send an email to: [email protected]
5. End user want view Owner Primary Email on the fly when open Account form (edit mode only). And they don't want this field save to CRM system. (this is like a reference field)
6. In the Account form, if Industry field is [Accounting or Consumer Services] selected, field SIC Code required. Otherwise, none.
7. All unit tests should passed and code coverage above 80%. Link1, Link2, Link3
8. On Account form, field Annual Revenue always locked in header. Need a ribbon button Refresh Annual Revenue on Account form. When click this button, it automatic update latest value from Finance System for this Account to this field. (End user manually force update data for this field)
9. Every day, at 12:00:01 run batch jobs update Annual Revenue for all Account.
10. DevOps

Setup Dynamics 365 Crm

• A default Dynamics 365 Trial instance
• Publisher: Wooow - prefix: wo - Option Value Prefix: 50,000
• Solution Name: Kool (reference to Wooow publisher)

Setup Visual Studio 2015 or 2017

• Create a blank solution Wooow.Kool.sln

Tutorials

All projects of tutorials should be add to solution Wooow.Kool.sln

• Tutorial 1: Plugin
• Tutorial 2: Unit Test Plugin
• Tutorial 3: Custom Workflow
• Tutorial 4: Unit Test Custom Workflow
• Tutorial 5: Custom Action
• Tutorial 6: Unit Test Custom Action
• Tutorial 7: WebResources
• Tutorial 8: Update Plugin from Tutorial 1: Plugin
• Tutorial 9: Update Unit Test Plugin from Tutorial 2: Unit Test Plugin