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

Importing and exporting an app


Apps can be packaged from one environment to another as a CRM Solution component. To export the Lead Generation App, follow these steps:

  1. Navigate to Settings | Solutions and create a new solution called Lead Generation. You may choose to open an existing solution that you are using. On the left-hand side, notice the Apps option:
  1. Next, select the Add Existing app button:
  1. Select the Lead Generation app and click OK:
  1. If you have not included the custom site map created for the app, you will be prompted to include the required component. Select the Yes, include required component option and click OK:
  1. The Lead Generation App is now added to the CRM solution. This can now be exported as a CRM solution ZIP file and imported into any other environment.