Dynamics 365 Add-in: 5-Wk Implementation

Microsoft Dynamics 365 Add-ins are some of the most commonly used and powerful approaches to extending the application. The objective of the custom plug-in is to enhance or modify the standard features/behavior of Dynamics 365 by injecting custom business logic into the execution of nearly any task a user performs. For example, Add-ins allow you to expand the user interface, send requests to external resources (like API), CRUD available Entities (add pre and post-logic) and implement another specific business logic for your current tasks.

Agenda

• Initial meeting with the client to review their requirements
• Propose a Dynamics 365 customization plan, i.e. Add-in behavior. The plan may include a specific scope that will need to be agreed upon with the client to proceed further
• Setup environments for Add-in development
• Setup external services (in case Add-in needs interaction with other client’s 3rd party services)
• Add-in development using Scrum
• Testing and hand-off
• Documentation development

Deliverables

• Microsoft Dynamics 365 Add-in which customizes your CRM to your business needs
• Add-in installation packages, scripts, and source codes
• Documentation for installation and configuration of your Add-in

Notes

• Microsoft Dynamics 365 v.8.2 and later are supported
• Includes 2 weeks of add-in business logic development
• Client will provide sample data that will be required for Add-in development
• Post-implementation support options are available