To get the most out of this book

This book assumes you are familiar with earlier versions of Dynamics CRM and have programming knowledge. You should have access to a Dynamics 365 CE environment or you can set up a Dynamics 365 CE trial instance to work with different chapters. This book has the following software and hardware requirements:

Software/Hardware covered in the book	OS requirements
Visual Studio 2012 or later	Windows 7 SP1 or later
Windows Identity Foundation	Windows 7 SP1 or later
Microsoft Dynamics 365 Report Authoring Extension	Windows 7 SP1 or later
SQL Server Data Tools for Visual Studio 2012 or later	Windows 7 SP1 or later

If you are using the digital version of this book, we advise you to type the code yourself or access the code via the GitHub repository (link available in the next section). Doing so will help you avoid any potential errors related to the copying/pasting of code.

Download the example code files

You can download the example code files for this book from your account at www.packt.com. If you purchased this book elsewhere, you can visit www.packtpub.com/support and register to have the files emailed directly to you.

You can download the code files by following these steps:

1. Log in or register at www.packt.com.
2. Select the Support tab.
3. Click on Code Downloads.
4. Enter the name of the book in the Search box and follow the onscreen instructions.

Once the file is downloaded, please make sure that you unzip or extract the folder using the latest version of:

• WinRAR/7-Zip for Windows
• Zipeg/iZip/UnRarX for Mac
• 7-Zip/PeaZip for Linux

The code bundle for the book is also hosted on GitHub at https://github.com/PacktPublishing/Implementing-Microsoft-Dynamics-365-Customer-Engagement. In case there's an update to the code, it will be updated on the existing GitHub repository.

We also have other code bundles from our rich catalog of books and videos available at https://github.com/PacktPublishing/. Check them out!

Conventions used

There are a number of text conventions used throughout this book.

CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "Please refer to the Appendix1 folder on the GitHub repository for this book."

A block of code is set as follows:

req.open("GET", globalContext.getClientUrl() + "/api/data/v9.1/contacts(" + contactid + ")?$select=emailaddress1", true);

When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:

if (this.readyState === 4) {
 req.onreadystatechange = null;
 if (this.status === 200) {
//code to process result
}}

Bold: Indicates a new term, an important word, or words that you see on screen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "Start Visual Studio, go to New Project, and select Console App."

Warnings or important notes appear like this.

Tips and tricks appear like this.