Dynamics 365 Application Development

Learn, develop, and design applications using the new features in Microsoft Dynamics CRM
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Dynamics 365 Application Development

Deepesh Somani, Nishant Rana

Learn, develop, and design applications using the new features in Microsoft Dynamics CRM

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Book Details

ISBN 139781788399784
Paperback418 pages

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.

Table of Contents

Chapter 1: Customize Application Navigation
Overview of the site map
Common operations using Site Map Designer
Editing the site map and support for clients
Summary
Chapter 2: Design Apps Using App Module Designer
Overview of apps in Dynamics 365
Privileges required for configuring apps
Configuring Dynamics 365 apps
Understanding the app properties and designer interface
Understanding the App Designer interface and adding components to the app
Using the custom app
Securing an app
Editing an existing app
Importing and exporting an app
Deleting an app
Web browser and OS support for App Designer
Summary
Chapter 3: Define Processes Using Visual Process Designer
Overview of Business Process Flow
Understanding the Business Process Flow users interface
Prerequisites and security roles required for creating a Business Process Flow
Overview of Business Process Flow designer
Creating a Business Process Flow
Editing a Business Process Flow
Understanding task flows
Components of Task Flow
Creating a task flow
Summary
Chapter 4: Define Business Rules Using Business Rule Designer
Evolution of business rules
Getting to know the new Business Rule Designer
A few key points about business rules
Summary
Chapter 5: Creating Custom Business Apps
Overview of PowerApps in Dynamics 365
Prerequisite for designing PowerApps
Connectors in PowerApps
Managing data for PowerApps
Fetching on-premises data for PowerApps
PowerApps designer
Creating PowerApps using Dynamics 365 data
Creating a PowerApps for case entity
Running PowerApps on a mobile or tablet device
Common Data Service
Creating PowerApps using Common Data Connection
Creating a custom entity
Customizing PowerApps
Summary
Chapter 6: Automate Business Processes Using Microsoft Flow
Getting to know Microsoft Flow
Understanding Microsoft Flow in the context of Dynamics 365
Dynamics 365 Workflow versus Microsoft Flow
Summary
Chapter 7: Develop Apps using Web API
Getting started with Dynamics 365 Web API (client-side JavaScript)
Summary
Chapter 8: Leverage Azure Extensions in Dynamics 365
Understanding Azure integration with Dynamics 365
Summary
Chapter 9: Using Editable Grids in Apps
Overview of Editable Grid in Dynamics 365
Prerequisite and security privileges required for configuring Editable Grid
Entities and views supported by Editable Grid
Supported out-of-the-box entities
Supported and unsupported data types by Editable Grid
Configuring editable grids for main entity views
Configuring editable sub-grid for forms
Using JavaScript in Editable Grid
Editable Grid and business rules
Editable Grid on mobile devices
Summary
Chapter 10: Configure Microsoft Cognitive services
Understanding Microsoft Cognitive Services
Configuring Knowledge Base Suggestions in Dynamics 365
Configuring Similar Records Suggestions in Dynamics 365
Configuring Document Suggestions in Dynamics 365
Monitoring the Text Analytics Service inside the Azure Portal
Summary
Chapter 11: Train the Users through Learning Path
Learning Path overview
Prerequisites for using the Learning Path
Enabling Learning Path in Dynamics 365
 Content Library of Dynamics 365 Learning Path
Steps to create and configure Learning Path
Publishing content and publishing group
Summary
Chapter 12: Other New Features in Dynamics 365
Top new features introduced in Dynamics 365
Summary

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

Authors

Table of Contents

Chapter 1: Customize Application Navigation
Overview of the site map
Common operations using Site Map Designer
Editing the site map and support for clients
Summary
Chapter 2: Design Apps Using App Module Designer
Overview of apps in Dynamics 365
Privileges required for configuring apps
Configuring Dynamics 365 apps
Understanding the app properties and designer interface
Understanding the App Designer interface and adding components to the app
Using the custom app
Securing an app
Editing an existing app
Importing and exporting an app
Deleting an app
Web browser and OS support for App Designer
Summary
Chapter 3: Define Processes Using Visual Process Designer
Overview of Business Process Flow
Understanding the Business Process Flow users interface
Prerequisites and security roles required for creating a Business Process Flow
Overview of Business Process Flow designer
Creating a Business Process Flow
Editing a Business Process Flow
Understanding task flows
Components of Task Flow
Creating a task flow
Summary
Chapter 4: Define Business Rules Using Business Rule Designer
Evolution of business rules
Getting to know the new Business Rule Designer
A few key points about business rules
Summary
Chapter 5: Creating Custom Business Apps
Overview of PowerApps in Dynamics 365
Prerequisite for designing PowerApps
Connectors in PowerApps
Managing data for PowerApps
Fetching on-premises data for PowerApps
PowerApps designer
Creating PowerApps using Dynamics 365 data
Creating a PowerApps for case entity
Running PowerApps on a mobile or tablet device
Common Data Service
Creating PowerApps using Common Data Connection
Creating a custom entity
Customizing PowerApps
Summary
Chapter 6: Automate Business Processes Using Microsoft Flow
Getting to know Microsoft Flow
Understanding Microsoft Flow in the context of Dynamics 365
Dynamics 365 Workflow versus Microsoft Flow
Summary
Chapter 7: Develop Apps using Web API
Getting started with Dynamics 365 Web API (client-side JavaScript)
Summary
Chapter 8: Leverage Azure Extensions in Dynamics 365
Understanding Azure integration with Dynamics 365
Summary
Chapter 9: Using Editable Grids in Apps
Overview of Editable Grid in Dynamics 365
Prerequisite and security privileges required for configuring Editable Grid
Entities and views supported by Editable Grid
Supported out-of-the-box entities
Supported and unsupported data types by Editable Grid
Configuring editable grids for main entity views
Configuring editable sub-grid for forms
Using JavaScript in Editable Grid
Editable Grid and business rules
Editable Grid on mobile devices
Summary
Chapter 10: Configure Microsoft Cognitive services
Understanding Microsoft Cognitive Services
Configuring Knowledge Base Suggestions in Dynamics 365
Configuring Similar Records Suggestions in Dynamics 365
Configuring Document Suggestions in Dynamics 365
Monitoring the Text Analytics Service inside the Azure Portal
Summary
Chapter 11: Train the Users through Learning Path
Learning Path overview
Prerequisites for using the Learning Path
Enabling Learning Path in Dynamics 365
 Content Library of Dynamics 365 Learning Path
Steps to create and configure Learning Path
Publishing content and publishing group
Summary
Chapter 12: Other New Features in Dynamics 365
Top new features introduced in Dynamics 365
Summary

Book Details

ISBN 139781788399784
Paperback418 pages
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