Extending Dynamics 365 Customer Engagement Apps With Low Code
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Extending Dynamics 365 Customer Engagement Apps With Low Code
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Author : Nicolás Andrés Fernández
language : en
Publisher: Packt Publishing Ltd
Release Date : 2023-01-06
Extending Dynamics 365 Customer Engagement Apps With Low Code written by Nicolás Andrés Fernández and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-01-06 with Computers categories.
Customize your Dynamics 365 customer engagement apps to increase business productivity and customer value at scale using a low-code approach Key FeaturesLeverage Power Apps and customize Dynamics 365 CE apps to implement advanced business case scenariosCreate automation with Power Automate to empower Dynamics 365 CE users to increase their productivityEasily build bots using Power Virtual Agents for both internal and external use casesBook Description 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. What you will learnLeverage the capabilities of Dataverse and Power Apps to extend Dynamics 365 CE native applicationsCreate Canvas and model-driven apps on top of Dynamics 365 CE applicationsIntegrate AI Builder capabilities with Dynamics 365 CE for advanced solutionsCreate automation with business process flow, cloud flows, and classic workflowsDeploy a chatbot and integrate it with Dynamics 365 CE processesEmbed Power BI dashboards and reports in Dynamics 365 CE appsWho this book is for This book is for Dynamics 365 developers, solutions architects, technical functional consultants, and pre-sales architects working on Dynamics 365 customer engagement who want to customize and extend their customer engagement apps with the power of low-code/no-code technology, and gain practical experience in using Power Platform components to deliver scalable, maintainable, and intelligent solutions to their clients. Working knowledge of Dynamics 365 and basic knowledge of low-code/no-code technology will help you get the most out of this book.
Fundamentals Of Crm With Dynamics 365 And Power Platform
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Author : Nicolae Tarla
language : en
Publisher: Packt Publishing Ltd
Release Date : 2020-10-06
Fundamentals Of Crm With Dynamics 365 And Power Platform written by Nicolae Tarla and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-10-06 with Computers categories.
Explore the latest features of Dynamics 365 and Power Platform's out-of-the-box tools to build custom business solutions for your organization Key Features Discover impressive Dynamics 365 features to transform your business and increase productivity Leverage the platform's extensibility to meet your organizational needs Understand how Power Platform powers Dynamics 365 and enhances its integration capabilities Book Description Microsoft Dynamics 365 provides a vast array of tools and applications to meet various Customer Engagement requirements. This Customer Relationship Management (CRM) guide covers the latest advancements in Dynamics 365 and Power Platform that help organizations adapt to changing market conditions for agility and resilience. With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You'll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you'll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you'll delve into core administration concepts that will help you to manage extensions added to the platform. By the end of this book, you'll have learned how to tailor Microsoft Dynamics 365 to fit your organization's requirements and tweak the platform to meet your business needs. What you will learn Get to grips with Power Platform for building and enhancing Dynamics 365 apps Integrate Dynamics 365 CRM with Microsoft 365, Azure, and other platforms Discover how you can customize existing entities and create new ones Explore various security features and grant users access to CRM data and functions Find out which CRM attributes are used to automate operations with programming Use internal and external social data to help users to make informed decisions Who this book is for This book is for customers and project stakeholders, new functional consultants, business administration users, and project managers looking to get up and running with the latest features of Dynamics 365 and Power Platform. This guide will help non-developers become acquainted with a no-code approach to customization and configuration. A basic understanding of relational data and customer management concepts will help you get the most out of this book.
Next Gen Customer Engagement With Dynamics 365 Power Platform And Copilot 2025
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Author : Author:1- PRADEEP RAJA, Author:2-DR B. P. JOSHI
language : en
Publisher: YASHITA PRAKASHAN PRIVATE LIMITED
Release Date :
Next Gen Customer Engagement With Dynamics 365 Power Platform And Copilot 2025 written by Author:1- PRADEEP RAJA, Author:2-DR B. P. JOSHI and has been published by YASHITA PRAKASHAN PRIVATE LIMITED this book supported file pdf, txt, epub, kindle and other format this book has been release on with Computers categories.
PREFACE Over the past decade, I’ve had the privilege of helping global enterprises reinvent how they engage with customers — from automating frontline operations at manufacturing plants to launching AI-powered CRM portals for public sector agencies. The journey has taught me one thing: customer engagement isn’t just a system. It’s a strategy, a design pattern, and increasingly, a platform for human connection. This book was born from real-world lessons — hard-won through implementation, integration, and iteration — across Dynamics 365, Power Platform, and now, Microsoft Copilot. These technologies are transforming how organizations anticipate customer needs, personalized support, and scale intelligent services. But more importantly, they’re reshaping how we architect empathy, context, and trust into every digital touchpoint. In the chapters that follow, you’ll find not just tool overviews, but practical frameworks, architectural blueprints, and field-proven patterns — drawn directly from my experience leading transformation initiatives across industries. You’ll also see real scenarios where: · AI Copilot enhanced service resolution times and agent effectiveness · Power Apps enabled rapid mobile rollout for field teams
Extending Dynamics 365 Finance And Operations Apps With Power Platform
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Author : Adrià Ariste Santacreu
language : en
Publisher: Packt Publishing Ltd
Release Date : 2024-01-19
Extending Dynamics 365 Finance And Operations Apps With Power Platform written by Adrià Ariste Santacreu and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2024-01-19 with Computers categories.
Unlock the potential of Dynamics 365 Finance and Operations apps by creating innovative solutions that can enhance the performance of your projects Key Features Learn how to leverage Power Platform tools with Dynamics 365 Finance & Operations Work on real-world use cases and discover ways to maximize the potential of Power Platform Adopt a low-code approach to expedite the development process and enhance the overall maintainability of F&O projects Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionUncover the synergy between Microsoft Power Platform and its integration with Dynamics 365 Finance & Operations (F&O) with this essential guide to implementing low-code and no-code concepts to not only extend and enhance F&O but also improve maintainability and speed up development. Systematically exploring Power Platform, this book covers topics such as Dataverse, Power Automate, Power Apps, and Power BI using real-world scenarios in Dynamics 365 F&O to offer practical insights. You’ll then master the integration of F&O and Power Platform using dual-write and virtual tables, and delve into process automation with Power Automate. The book further deepens your proficiency in Power Apps by showing you how they can be used to extend the F&O functionality and incorporate artificial intelligence using AI Builder and its pre-trained AI models ready to use with your data. Throughout, you’ll gain a solid understanding of the diverse components of Power Platform and how they can transform your Dynamics 365 F&O experience. By the end of this book, you’ll be equipped with the skills and knowledge necessary to fully harness the immense potential of Power Platform and Dynamics 365 F&O.What you will learn Get to grips with integrating Dynamics 365 F&O with Dataverse Discover the benefits of using Power Automate with Dynamics 365 F&O Understand Power Apps as a means to extend the functionality of Dynamics 365 F&O Build your skills to implement Azure Data Lake Storage for Power BI reporting Explore AI Builder and its integration with Power Automate Flows and Power Apps Gain insights into environment management, governance, and application lifecycle management (ALM) for Dataverse and the Power Platform Who this book is for This book is for Dynamics 365 Finance and Operations consultants, as well as Power Platform consultants eager to harness the diverse tools from Power Platform in their F&O projects. If you are a technical or solutions architect, you’ll find this book useful for acquainting yourself with techniques for addressing business requirements using the Power Platform tools.
Learning Microsoft Power Apps
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Author : Arpit Shrivastava
language : en
Publisher: "O'Reilly Media, Inc."
Release Date : 2024-07-17
Learning Microsoft Power Apps written by Arpit Shrivastava and has been published by "O'Reilly Media, Inc." this book supported file pdf, txt, epub, kindle and other format this book has been release on 2024-07-17 with Computers categories.
In today's fast-paced world, more and more organizations require rapid application development with reduced development costs and increased productivity. This practical guide shows application developers how to use PowerApps, Microsoft's no-code/low-code application framework that helps developers speed up development, modernize business processes, and solve tough challenges. Author Arpit Shrivastava provides a comprehensive overview of designing and building cost-effective applications with Microsoft Power Apps. You'll learn fundamental concepts behind low-code and no-code development, how to build applications using pre-built and blank templates, how to design an app using Copilot AI and drag and drop PowerPoint-like controls, use Excel-like expressions to write business logic for an app, and integrate apps with external data sources. With this book, you'll: Learn the importance of no-code/low-code application development Design mobile/tablet (canvas apps) applications using pre-built and blank templates Design web applications (model-driven apps) using low-code, no-code, and pro-code components Integrate PowerApps with external applications Learn basic coding concepts like JavaScript, Power Fx, and C# Apply best practices to customize Dynamics 365 CE applications Dive into Azure DevOps and ALM concepts to automate application deployment
Dynamics 365 Application Development
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Author : Deepesh Somani
language : en
Publisher:
Release Date : 2018-01-29
Dynamics 365 Application Development written by Deepesh Somani and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-01-29 with Computers categories.
Learn, develop, and design applications using the new features in Microsoft Dynamics CRM Key Features - Implement business logic using processes, plugins, and client-side scripts with MS Dynamics 365 - Develop custom CRM solutions to improve your business applications - A comprehensive guide that covers the new features of Microsoft Dynamics 365 and increasingly advanced topics. Book Description Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. Thelatest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book will introduce you to the components of the new designer tools, such as SiteMap, App Module, and Visual Designer for Business Processes. Going deeper, this book teaches you how to develop custom SaaS applications leveraging the features of PowerApps available in Dynamics 365.Further, you will learn how to automate business processes using Microsoft Flow, and then we explore Web API, the most important platform update in Dynamics 365 CRM. Here, you'll also learn how to implement Web API in custom applications. You will learn how to write an Azure-aware plugin to design and integrate cloud-aware solutions. The book concludes with configuring services using newly released features such as Editable grids, Data Export Service, LinkedIn Integration, Relationship Insights, and Live Assist. What you will learn - Discover new designers tools included in Dynamics 365 CRM - Develop apps using the platform-agnostic Web API - Leverage Azure Extensions to design cloud-aware applications - Learn how to implement CRUD operation - Create integrated real-world apps using Microsoft PowerApps and Flow by combining services such as Twitter, Facebook, and SharePoint - Configure and use Artificial Intelligence Azure Cognitive Services for Recommendation and Text Analytic services Who this book is for This book targets skilled developers who are looking to build business-solution software and are new to application development in Microsoft Dynamics 365, especially for CRM.
Becoming A Dynamics 365 Finance And Supply Chain Solution Architect
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Author : Brent Dawson
language : en
Publisher: Packt Publishing Ltd
Release Date : 2023-06-30
Becoming A Dynamics 365 Finance And Supply Chain Solution Architect written by Brent Dawson and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-06-30 with Computers categories.
Reap the full potential of D365 Finance and Supply Chain Management with tips, best practices, proven architectural design concepts, and solutions to common challenges Purchase of the print or Kindle book includes a free PDF eBook Key Features Learn to use Microsoft Fasttrack to successfully implement and deploy D365 F&SCM solutions Understand architectural considerations and best practices for D365 Finance and SCM applications Gain expert guidance on data migration, complex integration, security, and licensing Book Description Implementing an ERP project is a daunting task, and it can often get derailed due to several reasons, including but not limited to inefficient planning, inadequate resource scoping, insufficient working knowledge of ERP systems, and more. Becoming a Dynamics 365 Finance and Supply Chain Solution Architect helps you understand the intricacies of ERP project implementation for seamless deployment. This comprehensive guide helps you gain a deep understanding of how to implement and optimize robust business applications that meet the evolving needs of organizations. You'll discover various integration methodologies to integrate different software applications and plan successful data migration seamlessly. By leveraging the author's expertise, you'll explore different challenges that can lead to project failure or cost/time overruns, along with customized solutions to maneuver past those issues for a successful outcome. By the end of the book, you'll be able to identify potential issues that can negatively impact the delivery of the project and make design decisions that will prevent any potential negative impact on the design and functionality of the system at go-live stage. What you will learn Design an architectural solution for Dynamics 365 with the Fasttrack method Discover potential issues that occur while integrating D365 Finance & Supply Chain Management Set up industry-standard yet customized security configurations Scope license requirements and apply license rules during deployment Plan and test for successful data migration and system integration Identify required tools, applications, and methods for ALM Explore different aspects of human change management in D365 F&SCM projects Who this book is for This book is for aspiring Microsoft D365 finance and supply chain solutions architects looking to take up the challenges of integrating different systems, configuring security models, complex data migrations, licensing, and overall system design based on client requirements. Furthermore, this book serves as a valuable guide for experienced solution architects seeking to expand their skill set and enhance their expertise in tackling complex challenges within the field.
Extending Microsoft Power Apps With Power Apps Component Framework
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Author : Danish Naglekar
language : en
Publisher: Packt Publishing Ltd
Release Date : 2021-02-26
Extending Microsoft Power Apps With Power Apps Component Framework written by Danish Naglekar and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-02-26 with Computers categories.
Learn how to extend the capabilities of Power Apps by building code components using Power Apps Component Framework Key FeaturesUnderstand how to extend Power Apps' capabilitiesEnhance your skills with the help of practical code components used throughout the bookOvercome common challenges, avoid pitfalls, and improve your codeBook Description Power Apps Component Framework is used by professional developers to extend the capabilities of model-driven and canvas apps. Extending Microsoft Power Apps with Power Apps Component Framework will take you through the basic as well as advanced topics using practical examples. The book starts by helping you understand the fundamentals of the framework, its lifecycle, and the tools that you'll use to build code components using best practices and file management guidelines. You'll then learn how to extend Power Apps step by step and apply the principles and concepts covered in the book to build code components for field type attributes. The book covers different ways of debugging code components and guides you through the process of building code components for datasets. You'll also explore the functions and methods provided by the framework to enhance your controls using powerful sets of libraries and extensions. As you advance, you'll get to grips with creating and managing authentication profiles, discover different ways of deploying code components, and configure code components in model-driven and canvas apps. Finally, you'll learn some of the important features of the framework and learn modern web development practices. By the end of this Power Apps book, you'll be able to build, debug, enrich, and deploy code components confidently. What you will learnUnderstand the fundamentals of Power Apps Component FrameworkExplore the tools that make it easy to build code componentsBuild code components for both a field and a datasetDebug using test harness and FiddlerImplement caching techniquesFind out how to work with the Dataverse Web APIBuild code components using React and Fluent UI controlsDiscover different deployment strategiesWho this book is for This book is for developers who are looking to build advanced skills for extending the capabilities of Power Apps. Basic knowledge of Power Apps and web development is necessary to get started with this book.
Microsoft Power Platform Enterprise Architecture
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Author : Robert Rybaric
language : en
Publisher: Packt Publishing Ltd
Release Date : 2020-09-25
Microsoft Power Platform Enterprise Architecture written by Robert Rybaric and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-09-25 with Computers categories.
Gain a 360-degree view of Microsoft Power Platform and combine the benefits of Power Apps, Power BI, Power Automate, Azure, and Dynamics 365 to build an enterprise application platform for your organization Key Features Explore various Microsoft cloud components and find out how they can enhance your Power Platform solutions Get to grips with Microsoft Power Platform's security and extensibility, integration, and data migration models Discover architectural best practices for designing complex enterprise solutions Book DescriptionFor forward-looking architects and decision makers who want to craft complex solutions to serve growing business needs, Microsoft Power Platform Enterprise Architecture offers an array of architectural best practices and techniques. With this book, you’ll learn how to design robust software using the tools available in the Power Platform suite and be able to integrate them seamlessly with various Microsoft 365 and Azure components. Unlike most other resources that are overwhelmingly long and unstructured, this book covers essential concepts using concise yet practical examples to help you save time. You’ll develop the skills you need to architect, design, and manage a complex solution as you follow the journey of a fictitious enterprise customer as they enter the world of Power Platform. Throughout the book, you’ll discover how to combine the functionality of Power Apps, Power Automate, Power BI, and Power Virtual Agents with various methodologies to effectively address application lifecycle management, security, and extensibility. Finally, you'll learn how to overcome common challenges in migrating data to and from Microsoft Power Platform using proven techniques. By the end of this book, you’ll have the strategic perspective of an enterprise architect to make accurate architectural decisions for your complex Power Platform projects.What you will learn Understand various Dynamics 365 CRM, ERP, and AI modules for creating Power Platform solutions Enhance Power Platform with Microsoft 365 and Azure Find out which regions, staging environments, and user licensing groups need to be employed when creating enterprise solutions Implement sophisticated security by using various authentication and authorization techniques Extend Power Apps, Power BI, and Power Automate to create custom applications Integrate your solution with various in-house Microsoft components or third-party systems using integration patterns Who this book is for This book is for enterprise architects and technical decision makers who want to craft complex solutions using Microsoft Power Platform to serve growing business needs and to stay competitive in the modern IT world. A basic understanding of Microsoft Power Platform will help you to get started with this book.
Beginning Powerapps
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Author : Tim Leung
language : en
Publisher: Apress
Release Date : 2017-11-27
Beginning Powerapps written by Tim Leung and has been published by Apress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-11-27 with Computers categories.
Build mobile apps that specifically target your company’s unique business needs, with the same ease of writing a simple spreadsheet! With this book, you will build business apps designed to work with your company's systems and databases, without having to enlist the expertise of costly, professionally trained software developers. In Beginning PowerApps, author and business applications expert Tim Leung guides you step-by-step through the process of building your own mobile app. He assumes no technical background, although if you have worked with Excel, you are one step closer. He guides you through scenarios, such as what to do if you have existing databases with complex data structures and how to write screens that can connect to those data. You will come away with an understanding of how to set up screen navigation, manipulate data from within apps, and write solutions to perform specific tasks. What You'll Learn Connect with data Write formulas Visualize your data through charts Work with global positioning systems (GPS) Build flows Import and export data Manage offline scenarios Develop custom application programming interfaces (API) Who This Book Is For Beginners and non-developers, and assumes no prior knowledge of PowerApps