Customizing Using Web API
You’ll first need to authenticate with the platform to use the Web API for Customising Dynamics 365. This can be done using OAuth 2.0 authentication, which involves obtaining an access token from the platform’s authentication server. Once you have an access token, you can authenticate your HTTP requests to the Web API.
Once you’ve authenticated, you can use the Web API for various customizations. For example, you can create new records using the HTTP POST method, update existing records using the HTTP PATCH method, or delete records using the HTTP DELETE method. You can also execute custom actions by sending HTTP POST requests to the appropriate action endpoint.
Customise with Xrm.Page Object Model
The Xrm.Page object model is structured around the concept of a form context, representing the current state of a Dynamics 365 form. This context provides access to all the fields on the paper and various other properties, such as the form type, the record ID, and the user ID. With Xrm.Page object model: you can register event handlers that respond to user actions on the form.
For example, you can register an event handler that runs when a field is changed, allowing you to perform custom validation or update related fields based on the new value. You can also register event handlers for form events such as OnLoad or OnSave, which allows you to customize the behavior of the form.
Custom workflow activities allow you to extend Dynamics 365 workflows with custom actions. It can be done using C# or Visual Basic .NET code that is compiled into a DLL and uploaded to the platform.
To create a custom workflow activity, you’ll first need to create a class that inherits from the CodeActivity base class. You can then add input and output parameters to the course and any additional properties or methods to perform your custom logic.
Once your custom workflow activity is created, you can compile it into a DLL and upload it to the platform using the Dynamics 365 Solution Designer. Once uploaded, you can add your custom workflow activity to any workflow in Dynamics 365, and it will appear as a new action that can be configured and used like any other action.
Even more tools like custom workflow activities, plugins, business rules, Power Automate, and custom controls let you take Dynamics 365 to the next level. Using these tools, you can shape your Dynamics 365 system to match your business processes.