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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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1
Part 1: Introduction of No-Code/Low-Code for Dynamics 365 Customer Engagement
4
Part 2: Extending Dynamics 365 Customer Engagement Applications
9
Part 3: Building Custom Processes for Dynamics 365 Customer Engagement Applications
13
Part 4: No-Code/Low-Code Bots for Dynamics 365 Customer Engagement
16
Part 5: Working with Advanced Dashboards and Reports with Dynamics 365 Customer Engagement

Automating alerts and reports

As I mentioned earlier, we refer to alerts as notifications that we can automate for system users or stakeholders. Just as for communications, with Power Automate cloud flows, we can create different types of alerts or notifications with reports on Dynamics 365 Customer Engagement processes. These alerts will depend on the business requirements of each organization, but they will all have more or less the same basic structure:

  • Trigger:
    • May be from an event that happens in Dynamics 365 Customer Engagement, by a scheduled or on-demand flow.
  • Validations:
    • It is not mandatory to have validations as part of the flow, although we often encounter these. Validations will allow us to ensure that we send the correct notification/alert.
  • Message shaping:
    • We will be able to build the message in different ways. Among the things we will be able to do are the following:
      • Obtain dynamical content from Dynamics 365 Customer Engagement records.
      • Select a Dynamics...

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