Project Service Automation provides project management automation, starting from securing an opportunity, all the way to delivering a project. Planning, estimation, contracts, resource management, budget tracking, and invoicing are among the features provided by the module.
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- Preface
- No Code Extensions
- Introduction
- Modeling denormalized entities
- Modeling normalized entities with a common parent
- Modeling independent normalized entities
- Using a Business Rule to show and hide attributes
- Building a configurable e-mail notification workflow
- Building your first action
- Setting up the rollup fields
- Setting up calculated fields
- Duplicate detection using alternate keys
- Client-Side Extensions
- Introduction
- Creating your first JavaScript function
- Wiring your event programmatically
- Writing reusable JavaScript functions
- Querying 365 data using the Web API endpoint
- Querying the 365 metadata services
- Building a custom UI using AngularJS
- Debugging your JavaScript with Edge
- Debugging your JavaScript with Chrome
- Unit testing your JavaScript
- Customizing the Ribbon
- SDK Enterprise Capabilities
- Introduction
- Server-side concurrency control
- Client-side concurrency control
- Executing a request within a transaction
- Batch requests
- Staging data imports
- Creating early bound entity classes
- Extending CrmSvcUtil with filtering
- Extending CrmSvcUtil to generate option-sets enum
- Migrating configuration across instances using the CRM configuration migration tool
- Server-Side Extensions
- Introduction
- Creating a Visual Studio solution for Dynamics 365 customization
- Creating a solution using the Dynamics CRM Developer Toolkit template
- Creating a LINQ data access layer
- Creating your first plugin
- Impersonate another user when running your plugin
- Creating your first custom workflow activity
- Creating your first custom action
- Deploying your customization using the plugin registration tool
- Debugging your plugin in Dynamics 365 on-premise
- Debugging your plugin in Dynamics 365 online
- External Integration
- Introduction
- Connecting to Dynamics 365 from other systems using .NET
- Connecting to Dynamics 365 from other systems using OData (Java)
- Retrieving data from external resources using external libraries
- Connecting to Dynamics 365 using web applications
- Running Azure scheduled tasks
- Setting up an Azure Service Bus endpoint
- Building near real-time integration with Azure Service Bus
- Consuming messages from an Azure Service Bus
- Running no code scheduled synchronization using Scribe
- Integrating with SSIS using KingswaySoft
- Enhancing Your Code
- Introduction
- Refactoring your plugin using a three-layer pattern
- Replacing your LINQ data access layer with QueryExpressions
- Logging error from your customization
- Converting your plugin into a custom workflow activity
- Unit testing your plugin business logic
- Unit testing your plugin with an in-memory context
- Integration testing your plugin end-to-end
- Profiling your plugin
- Build a generic read audit plugin
- Using Cross-Origin Resource Sharing with CRM Online
- Security
- Introduction
- Building cumulative security roles
- Configuring business unit hierarchies
- Configuring access based on hierarchical positions
- Configuring and assigning field-level security
- Setting up teams and sharing
- Setting up Access Teams
- Encrypting data at rest to meet the FIPS 140-2 standard
- Managing your Dynamics 365 online SQL TDE encryption key
- DevOps
- Introduction
- Exporting Dynamics 365 solutions using PowerShell
- Deploying solutions using PowerShell
- Building a solution hierarchy
- Patching a solution
- Staging a solution
- Using SolutionPackager to save solutions in source control
- Packaging your solution with configuration data using PackageDeployer
- Triggering builds on solution version increments
- Integrating your deployment cycles with Octopus Deploy
- Dynamics 365 Extensions
- Architectural Views
- Dynamics 365
Project automation
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