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

Understanding the App Designer interface and adding components to the app


Now that we understand the app properties from the last section, it is time to configure our first Dynamics 365 app using the Dynamics 365 App Designer, and also understand the interface. The following steps can be taken to create a Dynamics 365 app:

  1. Navigate to Settings | My Apps as shown in the following screenshot:
  1. On the My Apps screen, you will be able to see a list of already configured apps out of the box, or any other custom apps already configured in your organization:
  1. On the My Apps screen, select the Create New App button, available at the top right of the screen, as shown in the following screenshot:

Alternatively, you can also select the Create New App tile, available at the bottom of the My Apps screen, under the AppsBeing Edited option on the screen:

  1. The next screen will show the App Designer screen with all the app properties that we described in the last section:

This image shows the App designer screen

  1. Choose...