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

Creating a Business Process Flow


After understanding Business Process Flow, the following steps explain how to create a Business Process Flow. It is very simple due to a user-friendly UI:

  1. Go to Settings | Processes:
  1. On the Actions toolbar, click New:
  1. The Create Process dialog box will appear on the screen. Next, complete the required fields as per these specifications:

1. Enter a Process name for the Business Process Flow. In this example, we will create a Phone to case Business Process Flow example.

2. In the Category, specify the process category, and select Business Process Flow.

3. Select the entity from the entity list to specify which one you wish to create a Business Process Flow. Here we select the Case Entity:

  1. Once the new process is created, the Business Process Flow designer opens, with an already-created stage.
  1. Drag and drop the Stage component from the Components tab and drop it on a + sign in the designer area or canvas area.

1. To set the properties for a stage, click the stage, and...