Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Extending Dynamics 365 Customer Engagement Apps with Low Code
  • Table Of Contents Toc
  • Feedback & Rating feedback
Extending Dynamics 365 Customer Engagement Apps with Low Code

Extending Dynamics 365 Customer Engagement Apps with Low Code

By : Nicolás Andrés Fernández, Nicolás Fernández
5 (2)
close
close
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)
close
close
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

Summary

In this chapter, we looked at how we can extend Dynamics 365 Customer Engagement applications by creating standalone custom apps or portals. It is worth mentioning that the examples provided in this chapter are only a set of examples of actual deployments that have been implemented in projects; they are not intended to be a complete listing of the applications and portals that can be implemented. We began this chapter by understanding how to identify when a custom application or portal might be needed, and what technical and licensing considerations to take into account.

Then, we did a deep dive into identifying when a model-driven app or Canvas app applies to extend Dynamics 365 Customer Engagement and analyzed real-life scenarios for the different types of applications.

Finally, we looked at scenarios for building custom portals on top of Dynamics 365 Customer Engagement processes for Sales, Customer Service, Project Operations, and Field Service applications.

In...

Unlock full access

Continue reading for free

A Packt free trial gives you instant online access to our library of over 7000 practical eBooks and videos, constantly updated with the latest in tech

Create a Note

Modal Close icon
You need to login to use this feature.
notes
bookmark search playlist font-size

Change the font size

margin-width

Change margin width

day-mode

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Delete Bookmark

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete

Delete Note

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete

Edit Note

Modal Close icon
Write a note (max 255 characters)
Cancel
Update Note

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY