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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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Questions and answers

  1. Do I need a data science degree to work with AI Builder?

Answer: Definitely not. AI Builder is intended to be used by business experts, not artificial intelligence experts. AI Builder allows you to quickly make use of pre-built models where no pre-configuration is needed and custom models where we need to have a deep understanding of the business model to help the model be trained correctly.

  1. What is the purpose of introducing AI Builder to my processes?

Answer: AI Builder will allow us to automate mundane and repetitive tasks from custom or pre-built models. From capturing data from a document or a business card to detecting objects in an image, each of these actions will mean significant time savings for users who will be able to focus on tasks that provide more value.

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