Get started with the SDK for Dynamics 365 Customer Engagement (on-premises)

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12/13/2024

The Microsoft Dynamics 365 Customer Engagement (on-premises) Web Services provide many options to achieve the results you need. But how can you jump in and get started? This topic contains information about some specific key tasks and how you can accomplish them. You’ll get guidance at a high level with directions to where you can find the details you need.

Try out

You can download the on-premises setup from Microsoft Download Center. During setup, you have the option to supply a commercial key or you can use one of the product keys listed on the download page for a 90 day free trial. More information about installing the on-premises version: Microsoft Dynamics 365 Server installation.

If you have an MSDN subscription, you can download Dynamics 365 for Customer Engagement (on-premises) server software and access static activation keys that can be used for any number of installations.

Find training

In the Tutorials and resources for learning about development for Dynamics 365 Customer Engagement (on-premises) topic you can find information about several “quick start” samples included in the Dynamics 365 Customer Engagement Web Services as well as links to other resources to help you learn to program with Dynamics 365 Customer Engagement (on-premises).

Create custom tables and fields

In Customer Engagement (on-premises), you create entities that include the database tables. You create attributes in those entities that correspond to fields in the application. These entities and attributes are core parts of the platform metadata. You don’t need to write code to do this. You can find instructions about how to create entities and attributes at Create and edit metadata. If you need to create entities and attributes programmatically, you can find information in The Metadata and Data Models in Customer Engagement (on-premises). Another place to look is Introduction to entities in Customer Engagement (on-premises).

Automate business processes

Dynamics 365 Customer Engagement (on-premises) is all about improving efficiency by automating business processes. Understanding the different ways to do this can help you choose the right option for your requirement. The following are options available to you:

Processes
There are several different types of processes that you can configure in the application without writing code. More information: Guide staff through common tasks with processes

If you find that you need to create processes programmatically or want to extend what processes can do, be aware that developers refer to processes as workflows because the entity that they use is the Workflow entity and the workflows are based on the Windows Workflow Foundation programming model. Learn more about what you can do with workflows at Write Workflows to Automate Business Processes.

Business rules
If you’re looking for an easy declarative way to consistently evaluate the business logic on both client and server, without the need to write code, you’ll want to explore business rules. The client-side logic evaluation is more immediate because it’s performed when you open and update the record form, while the server-side provides consistent logic evaluation on the server. More information: Create business rules and recommendations to apply logic in a form

One of the great things about business rules is that they can be evaluated on the client and provide a very responsive experience. But business rules have some limitations. If you can’t achieve what you need with business rules, you can write JavaScript that will respond to events in forms. More information: Write scripts for forms

Plug-ins
A plug-in is custom business logic that you can integrate with Dynamics 365 Customer Engagement (on-premises) to modify or augment the standard behavior of the platform. Plug-ins are event handlers since they are registered to execute in response to a particular event being fired by the platform. They provide a way to examine and transform the data passed through the platform operations and initiate additional operations. Plug-ins operate at the deepest level and provide the most robust way to automate business processes regardless of whether they originate from one of the Dynamics 365 Customer Engagement (on-premises) applications, a custom client, data migration, or integration with another system. More information: Write Plug-Ins to Extend Business Processes

Write scripts for forms

Form scripts provide a way to automate business processes, ensure data entered is valid, or just improve people’s experience when working in forms. Form scripts are written in JavaScript and are added to Dynamics 365 Customer Engagement (on-premises) as web resources. You can learn more about how to create web resources in the application at Create and edit web resources. For more detailed information, see Web Resources for Dynamics 365 Customer Engagement (on-premises).

Form scripts respond to events in the form. You can configure event handlers for many form events in the application using the form editor. To learn how to do that see Use the form editor : Configure event handlers. Detailed information for form script developers is in Client scripting in Customer Engagement using JavaScript. For information about the events and the object model used when writing forms, see the Client API Reference.

Create a Windows client application that uses data in Dynamics 365 Customer Engagement (on-premises)

XRM tooling is a set of APIs built on top of the .Net assembly APIs (Organization service and Discovery Service) that provide support for building Windows client applications for Customer Engagement. More information: Build Windows client applications using the XRM tools

Build call center applications

Unified Service Desk for Dynamics 365 provides a configurable framework for quickly building applications for call centers so that customer service representatives can get a unified view of the customer data stored in Dynamics 365 Customer Engagement (on-premises). You can aggregate customer information from different areas in Customer Engagement into an integrated desktop that provides a 360° view of the customer interactions. This gives your customer service reps immediate access to business critical information so they can quickly engage with customers and address queries and issues. More information: Unified Service Desk

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