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Extending Dynamics 365 Customer Engagement Apps with Low Code
Extending Dynamics 365 Customer Engagement Apps with Low Code

Extending Dynamics 365 Customer Engagement Apps with Low Code: Create tailor-made Dynamics 365 CE apps using the powerful low-code capabilities of Power Platform

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Profile Icon Nicolás Fernández
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$25.99 $28.99
Full star icon Full star icon Full star icon Full star icon Full star icon 5 (2 Ratings)
eBook Jan 2023 342 pages 1st Edition
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$25.99 $28.99
Paperback
$36.99
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Arrow left icon
Profile Icon Nicolás Fernández
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$25.99 $28.99
Full star icon Full star icon Full star icon Full star icon Full star icon 5 (2 Ratings)
eBook Jan 2023 342 pages 1st Edition
eBook
$25.99 $28.99
Paperback
$36.99
Subscription
Free Trial
Renews at $19.99p/m
eBook
$25.99 $28.99
Paperback
$36.99
Subscription
Free Trial
Renews at $19.99p/m

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Extending Dynamics 365 Customer Engagement Apps with Low Code

Dynamics 365 Customer Engagement and No-Code/Low-Code

Over the last few years, we have heard and read many times about no-code/low-code technologies, but what does it really mean when we talk about a platform such as Dynamics 365 Customer Engagement?

As most of us already know, Dynamics 365 Customer Engagement, also known as Dynamics CRM, offers a series of applications with out-of-the-box functionality to solve specific use cases for sales, customer service, field service, marketing, and project operations scenarios. However, far from being a canned product that we have to take and accept as it comes, the Power Platform allows us to adapt out-of-the-box Dynamics 365 Customer Engagement applications and create new applications that can integrate with each other, without the need for any development.

In this first chapter, we will learn why and since when we can consider Dynamics 365 Customer Engagement related to a no-code/low-code development platform, and the constraints that it can present when we face a project.

By the end of the chapter, you will have learned how to position the Power Platform no-code/low-code platform surrounding Dynamics 365 Customer Engagement projects, and what some of the most important challenges are that this new no-code/low-code paradigm introduces, as well as new opportunities.

In this chapter, we will cover the following topics:

  • Understanding Dynamics 365 Customer Engagement DNA
  • Low-code is not necessarily low cost
  • Exploring new opportunities and challenges
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Key benefits

  • Leverage Power Apps and customize Dynamics 365 CE apps to implement advanced business case scenarios
  • Create automation with Power Automate to empower Dynamics 365 CE users to increase their productivity
  • Easily build bots using Power Virtual Agents for both internal and external use cases

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.

Who is this book 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.

What you will learn

  • Leverage the capabilities of Dataverse and Power Apps to extend Dynamics 365 CE native applications
  • Create Canvas and model-driven apps on top of Dynamics 365 CE applications
  • Integrate AI Builder capabilities with Dynamics 365 CE for advanced solutions
  • Create automation with business process flow, cloud flows, and classic workflows
  • Deploy a chatbot and integrate it with Dynamics 365 CE processes
  • Embed Power BI dashboards and reports in Dynamics 365 CE apps

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Jan 06, 2023
Length: 342 pages
Edition : 1st
Language : English
ISBN-13 : 9781803245126
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Microsoft
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Product Details

Publication date : Jan 06, 2023
Length: 342 pages
Edition : 1st
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ISBN-13 : 9781803245126
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Microsoft
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Becoming a Dynamics 365 Finance and Supply Chain Solution Architect
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Extending Dynamics 365 Customer Engagement Apps with Low Code
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Table of Contents

20 Chapters
Part 1: Introduction of No-Code/Low-Code for Dynamics 365 Customer Engagement Chevron down icon Chevron up icon
Chapter 1: Dynamics 365 Customer Engagement and No-Code/Low-Code Chevron down icon Chevron up icon
Chapter 2: Extending Dynamics 365 Customer Engagement with a No-Code/Low-Code Approach Chevron down icon Chevron up icon
Part 2: Extending Dynamics 365 Customer Engagement Applications Chevron down icon Chevron up icon
Chapter 3: Extending Dynamics 365 Customer Engagement Native Applications Chevron down icon Chevron up icon
Chapter 4: Building Applications with Dynamics 365 Customer Engagement Chevron down icon Chevron up icon
Chapter 5: Dynamics 365 Customer Engagement with Custom Embedded Applications Chevron down icon Chevron up icon
Chapter 6: Extending Your Apps with AI and Mixed Reality Chevron down icon Chevron up icon
Part 3: Building Custom Processes for Dynamics 365 Customer Engagement Applications Chevron down icon Chevron up icon
Chapter 7: Automations in Dynamics 365 Customer Engagement Apps Chevron down icon Chevron up icon
Chapter 8: Working with Data Chevron down icon Chevron up icon
Chapter 9: Integrating Artificial Intelligence into Processes Chevron down icon Chevron up icon
Part 4: No-Code/Low-Code Bots for Dynamics 365 Customer Engagement Chevron down icon Chevron up icon
Chapter 10: Customer-Facing Bots Chevron down icon Chevron up icon
Chapter 11: Enabling Bots to Users Chevron down icon Chevron up icon
Part 5: Working with Advanced Dashboards and Reports with Dynamics 365 Customer Engagement Chevron down icon Chevron up icon
Chapter 12: Reporting Dashboards with Dynamics 365 Customer Engagement Data Chevron down icon Chevron up icon
Chapter 13: Embedded Dashboards and Reports in Dynamics 365 Customer Engagement Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

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Mike Hartley Jan 29, 2023
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The Power Platform is undeniably the darling of the Microsoft Business Applications world at the moment, but there's never been anything to help Dynamics 365 professionals understand how they can utilise it.... Until Now!This book by Nicolas Andres Fernandez is an essential guide for any consultant or solutions architect with a D365 background who is looking to understand and unleash to full potential of the Power Platform.Written in easy to reference sections, and in a very approachable manner, this book shows how the different products can add value to the Customer Engagement suite of products.The ebook is great, but the physical copy for me makes the most sense as you can just have it next to you as you work. It's also ideal to browse through whilst waiting for the latest solutions to deploy or environments to spin up 😉
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Jamie Barker Jan 26, 2023
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**I received a copy of this book for an honest review**This is a great book to all those people who are looking to extend Dynamics 365 CE with the Power Platform . It is well written with clear step by step exercises to help you understand how to use the capabilities and get you thinking about how you can use the skills gained to apply to your own challenges.This is not a book that goes super deep on the various capabilities but does give you the foundations to build upon. Having said that I did take away the odd nugget!
Amazon Verified review Amazon
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