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 PowerApps for case entity


The first step of pulling data from the cloud is completed by creating a connection. After creating a connection, the next step is to create a PowerApps. There are two ways to create a PowerApps—either you create a PowerApps from scratch using the PowerApps designer, or generate the PowerApps automatically.

The following steps will be used to create a PowerApps:

  1. Sign in to https://web.powerapps.com/ using your Office 365 credentials.
  2. Select Apps from Navigation:
  1. Select the Create an app button:
  1. Select the Dynamics 365 Phone layout option under Start with your data:
  1. Click on Connections to see the list of all Connections. After selection of Connections, datasets will appear in a dataset list corresponding to the Connections:
  1. Select the appropriate dataset corresponding to Connections:
  1. A list of tables will be open, corresponding to datasets.
  1. Select the Cases table from the list and click the Connect button:
  1. After this step, the PowerApps site will redirect you to...