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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

What this book covers

Chapter 1, Dynamics 365 Customer Engagement and No-Code/Low-Code, provides an understanding of the no-code/low-code concept for extending Dynamics 365 Customer Engagement applications with Power Platform.

Chapter 2, Extending Dynamics 365 Customer Engagement with a No-Code/Low-Code Approach, we will explore the most common use cases in which Dynamics 365 Customer Engagements applications are extended. It also includes key concepts on extensibility capabilities that will be expanded upon in the following chapters.

Chapter 3, Extending Dynamics 365 Customer Engagement Native Applications, provides a basic understanding of Dataverse and the key concepts of the Dynamics 365 Customer Engagement data model. It also provides an introduction to the most relevant aspects that need to be considered when you extend a native application.

Chapter 4, Building Applications with Dynamics 365 Customer Engagement, we will learn the different types of applications you can build on top of Dynamics 365 Customer Engagement, including model-driven apps, canvas apps, and portals.

Chapter 5, Dynamics 365 Customer Engagement with Custom Embedded Applications, discusses the different ways we can embed a canvas app in a Dynamics 365 Customer Engagement application. It includes details on how to embed a canvas app and how to build a custom page.

Chapter 6, Extending Your Apps with AI and Mixed Reality, provides an introduction to AI Builder models and how to start working with your own custom models.

Chapter 7, Automations in Dynamics 365 Customer Engagement Apps, we will explore how to empower users by creating automations such as cloud flows. It also includes an analysis of the most common scenarios in the context of Dynamics 365 Customer Engagement applications, with examples so you can start creating your own automations.

Chapter 8, Working with Data, we will discover the real scenarios of Dynamics 365 Customer Engagement implementations where it was required to work with data. It also includes an analysis of the possible solutions to these scenarios using Power Platform.

Chapter 9, Integrating Artificial Intelligence into Processes, we will explore how we can make use of the models that AI Builder offers us in our business processes for text processing scenarios, forms processing, and predictive models.

Chapter 10, Customer-Facing Bots, provides an introduction to Power Virtual Agents and how we can deploy bots in customer-facing scenarios.

Chapter 11, Enabling Bots for Users, we will understand how to leverage Power Virtual Agents for our end users.

Chapter 12, Reporting Dashboards with Dynamics 365 Customer Engagement Data, provides an introduction to connecting Dynamics 365 Customer Engagement with Power BI. It also includes the initial steps for creating reports and dashboards.

Chapter 13, Embedded Dashboards and Reports in Dynamics 365 Customer Engagement, provides an understanding of how we can embed dashboards and reports in Dynamics 365 Customer Engagement applications without the need for code or development.

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