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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

Questions and answers

  1. Is Dynamics 365 a no-code/low-code platform?

Answer: Not precisely. Dynamics 365 Customer Engagement offer us a set of native applications, or first-party applications, with pre-defined processes. However, because Dynamics 365 Customer Engagement applications are built on Dataverse, it has native integration, and extensibility with the Power Platform. As we have learned, Dataverse offers multiple tools to extend and build applications without development. Also, Dataverse integrates natively with Power Apps, Power Automate, Power Pages, Power Virtual Agents, and Power BI, which allows us to build new components to extend our Dynamics 365 Customer Engagement applications, without the use of development.

  1. What concepts should I keep in mind when defining what type of solution to propose?

Answer: When we analyze the requirements and start working on the design of the solution, we have to keep several things in mind:

  • The first point would be whether the requirement can be covered with some native Dynamics 365 Customer Engagement capability that only requires parameterization or configuration.
  • Secondly, it would be to understand whether there is any capability within the platform that allows us to deliver a solution by building without code. For this, we need to know, in greater detail, the no-code/low-code capabilities that Power Platform offers us.
  • Finally, it is important to remember that even if a solution is low-code, it might require the help of someone more technical to optimize it or to go that last quarter of a mile. A clear example of this can be seen in the construction of cloud flows, where even though it is a low-code approach, it sometimes requires technical skill.
  1. How can I get recognition for my knowledge and experience?

Answer: By taking the official exams and obtaining Microsoft certifications, we can demonstrate our knowledge and experience in a concrete way.

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