© 2019

Customizing Dynamics 365

Implementing and Releasing Business Solutions


Table of contents

  1. Front Matter
    Pages i-xiii
  2. Sanjaya Yapa
    Pages 1-21
  3. Sanjaya Yapa
    Pages 23-67
  4. Sanjaya Yapa
    Pages 69-107
  5. Sanjaya Yapa
    Pages 109-134
  6. Sanjaya Yapa
    Pages 135-156
  7. Sanjaya Yapa
    Pages 157-204
  8. Sanjaya Yapa
    Pages 205-253
  9. Sanjaya Yapa
    Pages 255-278
  10. Sanjaya Yapa
    Pages 279-307
  11. Back Matter
    Pages 309-314

About this book


Gain an understanding of basic and advanced customizations in Dynamics 365 and learn how they can be effectively used to implement simple business requirements. This is a practical book for developers that explains the use of various Dynamics 365 features as well as use of advanced concepts such as Azure integration and custom development.

Customizing Dynamics 365 starts by explaining the business requirements of the example application, which will explain the platform features, and discussing why Dynamics 365 is the ideal platform for the solution. Next, you will set up your development environment and use the different customizations of the platform to implement the basic business requirements of the example application. Further, you will automate the business process and create advanced customizations with plugins and custom workflow activities. Towards the end you will learn more about Azure integration, reports and dashboards, portal development, and data migration techniques, which will help you select the best option for a particular scenario.

After reading this book you will be able to develop solutions with Dynamic 365 by understanding the various features and customizations of the platform.

You will:
  • Choose the right customizations and configurations to meet end-user requirements
  • Use Azure features with Dynamics 365 to implement complex business scenarios
  • Understand the importance of using source control for Dynamics 365 customizations
  • Discover new trends with Dynamics 365 mobility


Dynamics 365 Dynamics CRM CRM Release Management CRM Applications Logic Apps for Dynamics 365 Azure Web Jobs for Dynamics 365

Authors and affiliations

  1. 1.KandySri Lanka

About the authors

Sanjaya Yapa currently works as Microsoft Dynamics 365 consultant in Melbourne, Australia. He has more than 12 years of experience in the industry and has been working with various Microsoft technologies since 2005 and possess wealth of experience in software design, development, team leadership, product management and consultancy. Also, he specializes in solution desing and development with Microsoft Dynamics 365 and application life cycle with Azure DevOps. Sanjaya co-authored his first book “Effective Team Management with VSTS abd TFS” ( Find him on @sanjaya_yapa, and his work can be found at and

Bibliographic information

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