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Developer Guide for Dynamics 365 Customer Engagement (on-premises), version 9

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Welcome to the Dynamics 365 Customer Engagement (on-premises) Developer Guide.

  • For documentation of earlier on-premises versions (8.x and earlier), see Dynamics previous versions documentation.

  • If you are using our online apps that are built on Dataverse (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Marketing, Dynamics 365 Field Service, and Dynamics 365 Project Service Automation), see the Dataverse Developer Guide along with the respective app's developer docs.

Get started

  • Get started with the SDK
  • Developer tools
  • Choose your development style
  • Understand security model
    		•

    Connect

  • Use OAuth
  • Use Oauth with CORS
  • Active Directory and claims-based auth
  • XRM tooling
  • Server-to-Server (S2S) auth
    		•

    Manage customer data

  • Model your business data
  • Audit data changes
  • Detect duplicate data
  • Import data
  • Virtual entities
    		•

    Use web services

  • Web API
  • Organization service
  • Discovery service
    		•

    Extend

  • Custom business apps
  • Plug-ins
  • Automate business processes
  • Asynchronous service
  • Azure extensions
  • Webhooks
  • Client scripting (Client API)
    		•

    Customize

  • Entity forms
  • Entity views
  • Visualizations and dashboards
  • Commands and the ribbon
  • Edit customizations file
    		•

    Package extensions and customizations

  • Use solutions
  • Use Package Deployer
  • Use SolutionPackager
  • Publish your app on AppSource
    		•

    Programming reference

  • Entity Reference
  • Web API Reference
  • Organization Service Reference
  • Client API Reference
    		•

    Additional resources

  • Sample code directory
  • Tools on NuGet
    		•

    See also

    Administrator Guide

    Customization Guide

    Unified Service Desk Guide