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Mastering Microsoft Dynamics 365 Customer Engagement

You're reading from   Mastering Microsoft Dynamics 365 Customer Engagement An advanced guide to developing and customizing CRM solutions to improve your business applications

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Product type Paperback
Published in Feb 2019
Publisher Packt
ISBN-13 9781788990226
Length 572 pages
Edition 2nd Edition
Languages
Concepts
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Author (1):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
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Toc

Table of Contents (21) Chapters Close

Preface 1. Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface
2. Working with Sales FREE CHAPTER 3. Working with Service 4. Working with Marketing 5. Understanding the New Unified User Interface 6. Section 2: Understanding Customization and App Design
7. Designing Unified Interface Apps 8. Customization Enhancements in Dynamics 365 9. Business Process Flows and Rules in Dynamics 365 10. Section 3: Development Enhancements and Code Improvements in Dynamics 365
11. Client-Side Scripting 12. Plugin Development with Dynamics 365 13. Working with the XRM Framework 14. Mobile Enhancements in Dynamics 365 15. Virtual Entities in Dynamics 365 16. Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365
17. Working with Dynamics 365 Portals 18. Configuration Enhancements in Dynamics 365 19. Analytics with Dynamics 365 (Word and Excel Templates) 20. Other Books You May Enjoy

Designing Unified Interface Apps

Prior to Dynamics 365, there was no way to create custom applications in CRM to only show specific modules. The concept of applications is very useful, as it allows the CRM user to conveniently get all of the required modules that are necessary in a single unit. The built-in App Designer in Dynamics 365 allows the user to easily design an application by simply dragging and dropping components within the App Designer canvas. With Dynamics 365, we can also create custom site maps, which can then be used to create an application rather easily. The Unified Interface in the application provides a unique way to navigate and interact in CRM. The App Designer also provides the ability to create a default welcome page and design views for the application.

In this chapter, we will cover the following topics:

  • Creating an application in the Unified Interface...
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