Designing and Building Custom Apps Using Dynamics 365 PDF Download

Author: Scott Durow
Publisher:
ISBN: 9781788390613
Category :
Languages : en
Pages :

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Book Description
"This course demonstrates the new features released with Microsoft Dynamics 365 Customer Engagement. Using the new Unified User Interface, this course uses a sample application to show how to build complex extensions to the Dynamics 365 for Customer Engagement platform using C# Plugins/Workflow Activities as well as TypeScript generated web resources. Starting off, the course makes sure you have everything setup for fast and effective collaborative development and a mature Continuous Integration pipeline using Microsoft Team Services, npm, Nuget & Gulp. This includes automated unit testing of both server-side and client-side code as well as packaging and deploying of your solutions. It then teaches you a framework for effective data modeling of entities within Dynamics 365 and how functionality can be built up in iterations using user story mapping. Learn about base currencies, to ensure that your custom apps do not run into any challenges as they grow in complexity and usage. The logical and physical architecture of integration with external systems is examined using the new Web-Hooks and Virtual Entity features, allowing data to be both consumed and output in a robust and efficient fashion. The new Xrm client API features of the Unified Client provide exciting new ways of extending your forms and grids which are demonstrated using the sample application being built. You'll then learn to extend your Microsoft Dynamics 365 Customer Engagement business applications using HTML, TypeScript, and CSS using KnockoutJS via the MVVM design pattern so that your logic can be unit tested and deployed with easy and effortless repeatability. This course also covers the considerations for mobile touch interfaces so that your feature rich extensions will work on all devices and formats."--Resource description page.

Author: Deepesh Somani
Publisher: Packt Publishing Ltd
ISBN: 1788399145
Category : Computers
Languages : en
Pages : 414

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Book Description
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 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.

Author: Mahender Pal
Publisher: Packt Publishing Ltd
ISBN: 1838550887
Category : Computers
Languages : en
Pages : 421

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Book Description
Gain hands-on experience working with the architecture, implementation, deployment, and data migration of Dynamics 365 Customer Engagement Key FeaturesExplore different tools to evaluate, implement, and proactively maintain Dynamics 365 for CEIntegrate Dynamics 365 CE with applications such as Power BI, PowerApps, and Microsoft Power AutomateDesign application architecture, explore deployment choices, and perform data migrationBook Description Microsoft Dynamics 365 for Customer Engagement (CE) is one of the leading customer relationship management (CRM) solutions that help companies to effectively communicate with their customers and allows them to transform their marketing strategies. Complete with detailed explanations of the essential concepts and practical examples, this book will guide you through the entire life cycle of implementing Dynamics 365 CE for your organization or clients, and will help you avoid common pitfalls while increasing efficiency at every stage of the project. Starting with the foundational concepts, the book will gradually introduce you to Microsoft Dynamics 365 features, plans, and products. You’ll learn various implementation strategies and requirement gathering techniques, and then design the application architecture by converting your requirements into technical and functional designs. As you advance, you’ll learn how to configure your CRM system to meet your organizational needs, customize Dynamics 365 CE, and extend its capabilities by writing client-side and server-side code. Finally, you’ll integrate Dynamics 365 CE with other applications and explore its business intelligence capabilities. By the end of this Microsoft Dynamics 365 book, you’ll have gained an in-depth understanding of all the key components necessary for successful Dynamics 365 CE implementation. What you will learnExplore the new features of Microsoft Dynamics 365 CEUnderstand various project management methodologies, such as Agile, Waterfall, and DevOpsCustomize Dynamics 365 CE to meet your business requirementsIntegrate Dynamics 365 with other applications, such as PowerApps, Power Automate, and Power BIConvert client requirements into functional designsExtend Dynamics 365 functionality using web resources, custom logic, and client-side and server-side codeDiscover different techniques for writing and executing test casesUnderstand various data migration options to import data from legacy systemsWho this book is for This book is for consultants, project managers, administrators, and solution architects who want to set up Microsoft Dynamics 365 Customer Engagement in their business. Although not necessary, basic knowledge of Dynamics 365 will help you get the most out of this book.

Author: Nicolás Andrés Fernández
Publisher: Packt Publishing Ltd
ISBN: 1803245123
Category : Computers
Languages : en
Pages : 343

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Book Description
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.

Author: Eickhel Mendoza
Publisher: Packt Publishing Ltd
ISBN: 180056872X
Category : Computers
Languages : en
Pages : 376

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Book Description
Find our new updated edition to get the latest industry knowledge at your disposal Key Features Book DescriptionMicrosoft Power Apps Cookbook is a complete resource filled with meticulously crafted recipes to help you build customized business apps that meet ever-changing enterprise demands. You will learn how to design modern apps with the low-code approach in a rapid application development environment by achieving enterprise-wide business agility.What you will learn Learn to integrate and test canvas apps Design model-driven solutions using various features of Microsoft Dataverse Automate business processes such as triggered events, status change notifications, and approval systems with Power Automate Implement RPA technologies with Power Automate Extend your platform using maps and mixed reality Implement AI Builder s intelligent capabilities in your solutions Extend your business applications capabilities using Power Apps Component Framework Create website experiences for users beyond the organization with Microsoft Power Pages Who this book is for This book is for citizen developers and business users looking to build custom applications as per their organizational needs without depending on professional developers. Traditional app developers will also find this book useful by discovering how to build applications in a rapid application development environment with increased productivity and speed. The book is recommended for Power Apps beginners who have taken a couple of online tutorials but are struggling to implement or create real-world solutions. Basic knowledge of Power Apps is necessary to get the best out of this cookbook.

Author: Deepesh Somani
Publisher: Packt Publishing Ltd
ISBN: 1788993837
Category : Computers
Languages : en
Pages : 555

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Book Description
A comprehensive guide packed with the latest features of Dynamics 365 for customer relationship management Key FeaturesCreate efficient client-side apps and customized plugins that work seamlesslyLearn best practices from field experience to use Dynamics 365 efficientlyUnleash the power of Dynamics 365 to maximize your organization’s profitsBook Description Microsoft Dynamics 365 is an all-in-one business management solution that's easy to use and adapt. It helps you connect your finances, sales, service, and operations to streamline business processes, improve customer interactions, and enable growth. This book gives you all the information you need to become an expert in MS Dynamics 365. This book starts with a brief overview of the functional features of Dynamics 365. You will learn how to create Word and Excel templates using CRM data to enable customized data analysis for your organization. This book helps you understand how to use Dynamics 365 as an XRM Framework, gain a deep understanding of client-side scripting in Dynamics 365, and create client-side applications using JavaScript and the Web API. In addition to this, you will discover how to customize Dynamics 365, and quickly move on to grasp the app structure, which helps you customize Dynamics 365 better. You will also learn how Dynamics 365 can be seamlessly embedded into various productivity tools to customize them for machine learning and contextual guidance. By the end of this book, you will have mastered utilizing Dynamics 365 features through real-world scenarios. What you will learnManage various divisions of your organization using Dynamics 365 customizationsExplore the XRM Framework and leverage its featuresProvide an enhanced mobile and tablet experienceDevelop client-side applications using JavaScript and the Web APIUnderstand how to develop plugins and workflows using Dynamics 365Explore solution framework improvements and new field typesWho this book is for Mastering Microsoft Dynamics 365 Customer Engagement is for you if you have knowledge of Dynamics CRM and want to utilize the latest features of Dynamics 365. This book is also for you if you’re a skilled developer looking to move to the Microsoft stack to build business solution software. Extensive Dynamics CRM development experience will be beneficial to understand the concepts covered in this book.

Author: Sanjaya Prakash Pradhan
Publisher: Apress
ISBN: 9781484285992
Category : Computers
Languages : en
Pages : 0

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Book Description
This is your complete guide to less-code and no-code theories, along with practical application of Microsoft Power Apps and Dynamics 365 CE/CRM Apps. The book covers topics including the configurations, customizations, and enhancements in Microsoft Power Apps and Dynamics 365 CE/CRM Apps. You will start by learning Microsoft Dataverse concepts followed by Microsoft Canvas Apps, model-driven apps, and PowerApps Portals. You will understand how to work with Power Virtual Agent, Power BI, and Power Automate, and how to use AI in Power Apps. The book provides important integration concepts for Power Apps, Dynamics 365 CE/CRM Apps, and Microsoft Azure. You will know how to customize Dynamics 365 CE/CRM Apps and Power Apps using OOTB capabilities. After reading this book, you will understand how Microsoft Power Apps and Dynamics 365 CE/CRM Apps can be used, configured, and customized for your business needs using customer data. You will be able to increase efficiency in customer data management and cloud app integrations. What You Will Learn Get up to speed on the Power platform echo-system and Dynamics 365 architecture Work with Dataverse Understand the Power platform building blocks Select Power Apps to manage customer data Configure and customize Power Apps Design robust cloud flows Integrate Power BI with Dynamics 365 CE/CRM Apps Understand the core apps in Dynamics 365 CE/CRM Use AI in Power Apps Who This Book Is For Functional consultants/business analysts, technical consultants/solution architects in Power Apps and Dynamics 365 CE/CRM; and beginners who want to start a career in Power Apps and Dynamics 365 CE/CRM with easy English terms

Author: Lipi Sarkar
Publisher: John Wiley & Sons
ISBN: 1119747163
Category : Business & Economics
Languages : en
Pages : 336

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Book Description
The dramatic events of 2020 have clarified the urgent need for digital transformation in countless organizations. The rise of remote work and the rapidly increasing use of cloud technologies are just two drivers of the relentless pace of digital disruption. Despite this, many companies remain underequipped or hesitant to embrace digital transformation. Understanding the key drivers of change and leveraging the powerful capabilities from technologies with a collaborative platform can aid an organization to prepare for digital transformation. Building a Digital Future provides a clearly defined roadmap for executing this change with Microsoft Dynamics 365. Firms of all types and sizes will learn how Microsoft Dynamics 365 can help them: achieve competitive advantages for their business reduce the time needed to effect change by automating time-consuming tasks drive innovation and improvements through an evergreen system post implementation Each chapter of this book is curated with best practices, compelling customer examples, pitfalls to avoid, and salient points to remember. Building a Digital Future enables organizations to truly embrace the benefits of digital transformation by anchoring Microsoft Dynamics 365 at the core of their business. Perfect for any business leader looking for a one-stop and comprehensive playbook for transforming their business into a digital powerhouse with Dynamics 365.

Author: Michael Glue
Publisher: Packt Publishing Ltd
ISBN: 1789958881
Category : Computers
Languages : en
Pages : 372

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Book Description
Gain useful insights to help you efficiently build, test, and migrate customized solutions on Business Central cloud and on-premise platforms Key FeaturesExplore enhanced functionalities and development best practices in Business CentralDevelop powerful Business Central projects using the AL languageMaster the new Business Central with easy-to-follow recipesBook Description Microsoft Dynamics 365 Business Central is a complete business management solution that can help you streamline business processes, connect individual departments in your company, and enhance customer interactions. Ok. That first part was really professional sounding, right? Now, let’s get into what this cookbook is going to do for you: put simply, it’s going to help you get things done. This book will help you get to grips with the latest development features and tools for building applications using Business Central. You’ll find recipes that will guide you in developing and testing applications that can be deployed to the cloud or on-premises. For the old-schoolers out there, you’ll also learn how to take your existing Dynamics NAV customizations and move them to the new AL language platform. Also, if you haven’t figured it out already, we’re going to be using very normal language throughout the book to keep things light. After all, developing applications is fun, so why not have fun learning as well! What you will learnBuild and deploy Business Central applicationsUse the cloud or local sandbox for application developmentCustomize and extend your base Business Central applicationCreate external applications that connect to Business CentralCreate automated tests and debug your applicationsConnect to external web services from Business CentralWho this book is for This book is for Dynamics developers and administrators who want to become efficient in developing and deploying applications in Business Central. Basic knowledge and understanding of Dynamics application development and administration is assumed.

Author: Jimmy Briggs
Publisher:
ISBN: 9781838825980
Category :
Languages : en
Pages :

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Book Description
Build useful apps for mobile and the web using the PowerApp platform from Microsoft About This Video Create purposeful business apps that enable users to interact with information in meaningful ways without writing and maintaining any code or scripts Build apps intelligently to improve user productivity and the quality of customer and user data Efficiently roll out new apps as needed and quickly update and enhance your PowerApps as your business grows and evolves In Detail Hiring a developer to build a custom app, however small, is expensive. Microsoft PowerApps tackles this problem head-on and removes the programming aspect from app development. In this course, you will build visually stunning apps with intuitive user experiences -- without writing a single line of code. Using a Lawn Care company's dataset you'll be building canvas and model-driven apps with a configuration-based approach to managing processes and data. This will revolutionize your ability to collect, analyze, and act on data. You will also learn how to set up SharePoint team sites in order to improve document storage and collaboration and reduce the space used by PowerApps. Finally, you will connect Power BI to your data so it can be combined with other systems in your company and provide rich user experiences to your leadership team. If you are a business user, manager, or consultant without any coding experience, this course will help you build and customize apps yourself! By the end of this course, you'll be able to build new apps or customize existing ones entirely on your own, without having to call in any programmers.