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Extending Dynamics 365 Customer Engagement Apps with Low Code

Extending Dynamics 365 Customer Engagement Apps with Low Code

By : Nicolás Andrés Fernández, Nicolás Fernández
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Extending Dynamics 365 Customer Engagement Apps with Low Code

Extending Dynamics 365 Customer Engagement Apps with Low Code

5 (2)
By: Nicolás Andrés Fernández, Nicolás Fernández

Overview of this book

Extending Dynamics 365 Customer Engagement Apps with Low Code helps you gain a comprehensive, practical understanding of how a no-code/low-code project approach works for Dynamics 365 (D365) Customer Engagement (CE). This book covers the most relevant native capabilities for configuration, along with real-world scenarios to showcase the magic of extending D365 CE apps with Power Platform. The book starts by identifying different scenarios and use cases to extend D365 CE apps with a low-code approach. You’ll learn about the different capabilities of Dataverse and Power Apps used to extend native applications. Next, you'll discover how to leverage Power Apps, both Canvas apps and model-driven apps, and Power Pages, to build apps and portals around D365 CE processes. You’ll also explore Power Automate's capabilities to create or modify business processes, as well as incorporate new processes and automation. As you advance, you’ll also discover how Power Virtual Agents can be implemented in D365 CE apps. The book concludes by teaching you to integrate Power BI natively with customer engagement, thus facilitating the construction of advanced reports and dashboards. By the end of this book, you’ll have gained hands-on expertise in customizing CE apps with Power Platform to deliver more scalable and maintainable solutions.
Table of Contents (21 chapters)
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Part 1: Introduction of No-Code/Low-Code for Dynamics 365 Customer Engagement
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Part 2: Extending Dynamics 365 Customer Engagement Applications
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Chapter 5: Dynamics 365 Customer Engagement with Custom Embedded Applications
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Chapter 6: Extending Your Apps with AI and Mixed Reality
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Part 3: Building Custom Processes for Dynamics 365 Customer Engagement Applications
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Part 4: No-Code/Low-Code Bots for Dynamics 365 Customer Engagement
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Part 5: Working with Advanced Dashboards and Reports with Dynamics 365 Customer Engagement
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Index
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Sending automated communications

Dynamics 365 Customer Engagement applications have the customer at the center of their processes, so it is normal to expect to have multiple communications between the organization and the customer. Being able to automate part of these communications ends up being highly beneficial for users and organizations. It helps to save time in manual tasks, and this time can be applied to tasks that provide more value for the user, the business, and the customer.

However, communications generated from Dynamics 365 Customer Engagement applications need not be limited to communications with customers.

In this section, we will discuss how we can use Power Automate to automate the sending of communications, as well as real examples of required communications.

The first thing to understand is that we can automate communications from Dynamics 365 Customer Engagement applications to different types of recipients, among which we will find accounts, contacts...

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