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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

Dynamics 365 Customer Engagement and No-Code/Low-Code

Over the last few years, we have heard and read many times about no-code/low-code technologies, but what does it really mean when we talk about a platform such as Dynamics 365 Customer Engagement?

As most of us already know, Dynamics 365 Customer Engagement, also known as Dynamics CRM, offers a series of applications with out-of-the-box functionality to solve specific use cases for sales, customer service, field service, marketing, and project operations scenarios. However, far from being a canned product that we have to take and accept as it comes, the Power Platform allows us to adapt out-of-the-box Dynamics 365 Customer Engagement applications and create new applications that can integrate with each other, without the need for any development.

In this first chapter, we will learn why and since when we can consider Dynamics 365 Customer Engagement related to a no-code/low-code development platform, and the constraints that it can present when we face a project.

By the end of the chapter, you will have learned how to position the Power Platform no-code/low-code platform surrounding Dynamics 365 Customer Engagement projects, and what some of the most important challenges are that this new no-code/low-code paradigm introduces, as well as new opportunities.

In this chapter, we will cover the following topics:

  • Understanding Dynamics 365 Customer Engagement DNA
  • Low-code is not necessarily low cost
  • Exploring new opportunities and challenges
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