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

Components of Task Flow


Consider the following points:

  1. Page:

Pages shown in Task Flow are to serve a purpose or to show all the fields on it.

Pages are designed for mobile devices to occupy a whole screen of a device rather than appear on top of the entity. It just contains fields, labels, and section labels. At least one page is required to be added to the task flow.

  1. Condition:

Task Flow conditions are similar to the conditions in a Business Process Flow and are used to support conditional branching in the process. It helps if you add if...else scenarios within a task flow. Conditions are required to add conditional branching between pages. This condition is based on field value inside pages.

  1. Field:

Entity fields are used as task flow fields.

  1. Label and section label:

Labels and section labels help to add text description on pages and can provide a textual guide to end users.