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PhuocLe edited this page Mar 13, 2018 · 51 revisions

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
  1. End user confirm Address Type 1 of Contact to Primary and also update Account Address Type 1 to Primary.
  2. End user add/edit Contact record which Job Title field have text: developer, automatic send an email to: [email protected]
  3. 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)
  4. In the Account form, if Industry field is [Accounting or Consumer Services] selected, field SIC Code required. Otherwise, none.
  5. All unit tests should passed and code coverage above 80%. Link1, Link2, Link3
  6. On Account form, field Annual Revenue always locked in header. End user want manually force update data for this field. Create a ribbon button Refresh Annual Revenue. When click this button, it automatic update latest value from Finance System for this Account to this field.
  7. Every day, at 12:00:01 run batch jobs update Annual Revenue for all Account.
  8. 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)
  • A managed solution: ViewFetchXML_1_2_managed.zip, download and install to your Dynamics 365 Trial

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

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