Welcome to YOUR Community! Washington, DC Chapter Meeting May 17, 2017

Introductions Name Company & Role Microsoft Dynamics CRM Version Biggest CRM Challenge you are facing right now What do you hope to gain from today’s meeting?

Today’s Agenda Welcome & Introductions CRMUG News & Events Sponsor Presentation: Scribe – The Changing Data Landscape Member Showcase: Joseph Duty – Extending CRM with Custom Code Educational Session: Prem Nair – Seamless Portals Roundtable Discussions

CRMUG Event Calendar Not sure which conference is right for you? FOCUS www.ugfocus.com May 8-9, 2017 St. Louis, MO Deep-dive education with functional tracks – Sales, Service, Citizen Developer - for advanced Dynamics CRM users. SUMMIT 2017 www.crmugsummit.com October 10-13, 2017 Nashville, TN Leading live-event featuring community-produced education and optimal networking opportunities. Leading live-event featuring community-produced education and optimal networking opportunities. SUMMIT 2018 October 15-18, 2018 Save the date! Did anyone attend Focus last week? Any takeaways? Not sure which conference is right for you? Visit: www.crmug.com/overview

May 8 – 9, 2017 St. Louis, MO www.ugfocus.com

Summit Preview: August 2 at ARC Our Q3 Meeting on August 2 will be a Summit Preview! If you are speaking at Summit, this is a great opportunity to practice and get feedback If you are attending or want to attend Summit this is a great way to experience the content early Hosted by ARC Arlington Joint meeting with the Reston Chapter Register today!

UNLOCK YOUR FULL DYNAMICS POTENTIAL WITH D365UG/CRMUG Access Proven Solutions Find real-world answers for your challenges and learn best practices from users like you who have ‘been there, done that.’ Enjoy reliable support at your fingertips.   Connect With Proficient Users Make connections with your peers, Microsoft MVPs, All-Stars, and other subject matter experts. Tap into this expertise 24/7. Train Productive Teams Take advantage of virtual education, special interest groups and online forums, tech tips, local meetings, and annual events. Discounts available. Save costs. Save time. Save sanity. We’ve saved you a seat! Over 32,000 of your Dynamics 365 & CRM peers are waiting for YOU to join the Community! www.crmug.com/join

Individual membership only You Spoke. We Listened. Individual Memberships Now Available! Individual membership only $249 Memberships available until May 31, 2017* Visit crmug.com/membership/join to get started today! *CRMUG Individual User Membership is being offered for a limited time until May 31, 2017. Membership will be valid for one year from purchase date. Individual user members do not qualify for discounts on CRMUG conference registration or CRMUG Academy courses. PBIUG Member Access is not included in CRMUG Individual User Membership.

Sponsor Presentation Presented by: Scott Hansen and Libby Bishop, Scribe

Break and quick group photo! #CRMUGDC CRMUGDC Q2 Meeting! Break and quick group photo! #CRMUGDC

Member Showcase Presented by: Joseph Duty, Senior CRM Consultant, Catapult Systems

Extending Dynamics CRM through Custom Code Joseph Duty, MCTS Senior CRM Consultant, Catapult Systems

Catapult Systems Overview “The Microsoft Consulting Company” MSFT 2016 US Partner of the Year Managed NSP 9 Offices & National Practice 24 years, 5,000+ Engagements 500 Employees GSA Schedule 70-Prime Office locations: Austin (& National) Dallas Denver Ft. Lauderdale Houston Phoenix San Antonio Tampa Washington D.C. (& Federal) Intro Coding JavaScript Plugins Lab Q&A

Custom Code Intro Coding JavaScript Plugins Lab Q&A Imagine the following scenarios: Send an email to a team Need to re-format a phone number entered by a user Lock down one specific field after the record is created Inform a user that they have to complete a dialog before checking a box Perform updates to all “Child” records of the current record Hide/Collapse a Section/Tab if a certain option set value is chosen How do I do this? Workflows? Business Rules? Tell my users CRM doesn’t do it? Call the developers? Intro Coding JavaScript Plugins Lab Q&A

Custom Code Intro Coding JavaScript Plugins Lab Q&A Anyone can do it!! Scripts (.js) & Plugins (C#) Server side vs Client side Examples Pros and Cons of each Object Oriented Programming Classes Compiled vs Interpreted Intro Coding JavaScript Plugins Lab Q&A

JavaScript Intro Coding JavaScript Plugins Lab Q&A Web Resources OData Loading Files pulled from Server Calling OnLoad, OnChange, OnSave, Ribbon OData Libraries RestKit SDK.Rest.js Capabilities All CRUD functions & more Intro Coding JavaScript Plugins Lab Q&A

Plugins (C#) Intro Coding JavaScript Plugins Lab Q&A Plugin Registration Events Images Steps Transactions Synchronous vs Asynchronous Compilation Intro Coding JavaScript Plugins Lab Q&A

Lab - JavaScript Intro Coding JavaScript Plugins Lab Q&A Write your first .js library: alert(“Hello – this is a test message”); Dynamically set a field to a certain value setCountToTen = function(){ Xrm.Page.getAttribute(“new_count”).setValue(10); } Retrieve a value from another record Leverage Rest/OData to query for related record Review sdk “favorites” Xrm.Page – getAttribute(), getControl(), Intro Coding JavaScript Plugins Lab Q&A

Lab - Plugins Intro Coding JavaScript Plugins Lab Q&A Registration Tool CrmSvcUtil Register first plugin to just throw InvalidPluginExecutionException Register new plugin to capture a pre-stage account create and set the name based on the date created Write plugin to send email to all members of specific team Intro Coding JavaScript Plugins Lab Q&A

Questions? Q&A Intro Coding JavaScript Plugins Lab Q&A Joseph.Duty@catapultsystems.com Joseph Duty, MCTS| Senior Consultant Direct | 703.579.1331 Intro Coding JavaScript Plugins Lab Q&A

Educational Session Presented by: Prem Nair, MERP Systems

Roundtable Discussion Topic: Custom Code and Customization

Discussion Opportunities/Starters Are you considering upgrading to the cloud? If in the Cloud, what do you enjoy the most about Dynamics CRM Online? Are you utilizing a portal solution? What CRM issues are you currently facing? What kinds of customization are in your system now? Or you want to be in the future? Have you had success with creating custom code? Current customization struggles? How have you used customization to help users?

Next Meeting: Thank you to our Annual Chapter Sponsors! Date: August 2 Time: 8:30 AM Place: ARC Arlington Topics: Summit Preview! Joint meeting with Reston Chapter! Be sure to REGISTER for the next meeting! Connect with us if you are interested in becoming a chapter sponsor! Please contact Lauren at lauren.daggett@dynamiccommunities.com

THANK YOU FOR ATTENDING!