Book Image

Dynamics 365 Application Development

By : Deepesh Somani, Nishant Rana
Book Image

Dynamics 365 Application Development

By: Deepesh Somani, Nishant Rana

Overview of this book

Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest 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 (20 chapters)
Title Page
Copyright and Credits
Dedication
Packt Upsell
Contributors
Preface
Index

Configuring Document Suggestions in Dynamics 365


Through Document Suggestions, users can be made aware of all the important relevant documents related to the record that they are working on, which can help them while working on a high priority case or a big opportunity. The suggested documents could be of type Word, Excel, PowerPoint, OneNote, Adobe PDF, and text files. Microsoft Azure Text Analytics uses the Similarity Rule defined to find the related records and then presents the list of suggested documents associated with them. The users can either open the document or can copy those documents to the current record. Document Suggestions searches only the locations and documents that the user has access to. The locations where it can search include SharePoint Sites, One Drive, Office 365 Groups, and external URLs:

Note

To set up SharePoint Integration: https://technet.microsoft.com/library/dn531154.aspx To enable OneDrive for Business: https://technet.microsoft.com/en-us/library/mt622109...