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

Getting to know the new Business Rule Designer


To have a quick look at the new designer, open any entity for customization and select Business Rules on the left navigation and click on the New button. This will open up the new Business Rule Designer introduced in Dynamics 365 with a completely new look and feel. The new designer allows us to add a component such as conditions and actions using the drag-and-drop feature:

The key point to remember here is that the business rules are still the same fundamentally; it is only the editor for it that has been updated. We still have the same options available for Scope that we had; that is, Entity, All Forms, and the individual forms for that entity:

Let us pause and do a quick recap of the Scope:

Scope type

Description

Entity

The business rule runs on all forms of the Entity including Quick Create and server-side.

All Forms

The business rule runs on all forms of the Entity including Quick Create.

Specific Form (information, account, and so on)

The business...