All recipes in this book will require a Microsoft Dynamics 365 instance up and running. Most recipes are targeted at the online version, with a good portion also applicable to on-premises instances.

It is highly recommended that you use a non-production instance to try the recipes. Alternatively, a trial version can be requested from https://trials.dynamics.com/CustomerEngagement/ChangeSignup/.

Code customization requires Microsoft Visual Studio to facilitate the development. At the time of writing, the most compatible version is Visual Studio 2015. Some of the recipes will also require the Dynamics 365 SDK.

Some recipes require third-party products and tools that need to be installed. Most offer a free trial or a free edition, as described in their respective recipes.