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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
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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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Synchronizing data

As I discussed earlier, data synchronization is a type of data integration. However, not all data integration implies data synchronization. When working on Dynamics 365 Customer Engagement projects, it is normal to encounter data synchronization requirements. This is because organizations have processes in other systems that are relevant to processes developed in Dynamics 365 Customer Engagement applications. As examples, we can take the following scenarios:

Application

External processes

Sales

Customer creation in ERP

Product catalog management in ERP

Invoicing management in ERP

Marketing application outside Dynamics 365

Marketing

Sales application outside Dynamics 365

Loyalty program managed in an external application

Preferences or purchase data managed...

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