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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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Working with AI

As with other Power Platform components, we must be aware that when using an AI Builder model, we can work inside or outside of a solution. It is worth remembering that, as a good practice, it is recommended to work with solutions as they facilitate the management and tracking of components/objects that we create or modify.

To create a new AI model, we can do it either from the Power Apps maker portal or from Power Automate. Once created, we recommend that you add it to the solution we are working with.

To create a model and start using it, we have to do the following:

  1. Go to the Power Automate maker portal: https://make.powerautomate.com.
  2. In the navigation bar, go to AI Builder to display the available options:
Figure 9.1 – Power Automate maker portal navigation bar

Figure 9.1 – Power Automate maker portal navigation bar

  1. Select Explore to select the custom model you want to build:
Figure 9.2 – AI Builder options

Figure 9.2 – AI Builder options

    ...

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