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

Enabling Learning Path in Dynamics 365


Learning Path needs to be turned on in Dynamics 365 because, by default, it is turned off. The following steps will specify how to turn on Learning Path, as well as how to add users to the Dynamics 365 Learning Path group:

  1. Log in to the Dynamics 365 9.0 instance using Office 365 credentials.
  2. In Dynamics 365, Opt Out of Learning Path should be enabled. Select settings and click on Opt Out Of Learning Path. After this stage, Dynamics 365 controls will be redirected to the Dynamics 365 home screen. Take a look at the following screenshot:
  1. The next stage is to enable Learning Path Authoring. Go to Settings | Administration:

Select System Settings:

  1. Select the General tab of System Settings | Enable Learning Path and Enable Learning Path Authoring. Click OK to save changes, as shown here:
  1. Now, move forward to add users in the Learning Path group. Go to the Office 365 Admin Panel. Select Groups, click on Learning Path Authors, and add users to the group, as shown...