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

Related Content you might be interested in

Current Title:

Small book image
Dynamics 365 Application Development
Deepesh Somani | Nishant Rana
Jan, 2018 | 418 pages
Small book image
Mastering Microsoft Dynamics 365 Customer Engagement
Deepesh Somani
Feb, 2019 | 572 pages
Small book image
Mastering Microsoft Dynamics CRM 2016
Deepesh Somani
Nov, 2017 | 402 pages
Small book image
Microsoft Dynamics 365 Extensions Cookbook
Rami Mounla
Jun, 2017 | 462 pages
Table of Contents (20 chapters)
Title Page
Title Page
Copyright and Credits
Copyright and Credits
Dedication
Dedication
Packt Upsell
Packt Upsell
Contributors
Contributors
Preface
Preface
Free Chapter
1
Customize Application Navigation
Customize Application Navigation
Overview of the site map
Common operations using Site Map Designer
Editing the site map and support for clients
Summary
2
Design Apps Using App Module Designer
Design Apps Using App Module Designer
Overview of apps in Dynamics 365
Privileges required for configuring apps
Configuring Dynamics 365 apps
Understanding the app properties and designer interface
Understanding the App Designer interface and adding components to the app
Using the custom app
Securing an app
Editing an existing app
Importing and exporting an app
Deleting an app
Web browser and OS support for App Designer
Summary
3
Define Processes Using Visual Process Designer
Define Processes Using Visual Process Designer
Overview of Business Process Flow
Understanding the Business Process Flow users interface
Prerequisites and security roles required for creating a Business Process Flow
Overview of Business Process Flow designer
Creating a Business Process Flow
Editing a Business Process Flow
Understanding task flows
Components of Task Flow
Creating a task flow
Summary
4
Define Business Rules Using Business Rule Designer
Define Business Rules Using Business Rule Designer
Evolution of business rules
Getting to know the new Business Rule Designer
A few key points about business rules
Summary
5
Creating Custom Business Apps
Creating Custom Business Apps
Overview of PowerApps in Dynamics 365
Prerequisite for designing PowerApps
Connectors in PowerApps
Managing data for PowerApps
Fetching on-premises data for PowerApps
PowerApps designer
Creating PowerApps using Dynamics 365 data
Creating a PowerApps for case entity
Running PowerApps on a mobile or tablet device
Common Data Service
Creating PowerApps using Common Data Connection
Creating a custom entity
Customizing PowerApps
Summary
6
Automate Business Processes Using Microsoft Flow
Automate Business Processes Using Microsoft Flow
Getting to know Microsoft Flow
Understanding Microsoft Flow in the context of Dynamics 365
Dynamics 365 Workflow versus Microsoft Flow
Summary
7
Develop Apps using Web API
Develop Apps using Web API
Getting started with Dynamics 365 Web API (client-side JavaScript)
Summary
8
Leverage Azure Extensions in Dynamics 365
Leverage Azure Extensions in Dynamics 365
Understanding Azure integration with Dynamics 365
Summary
9
Using Editable Grids in Apps
Using Editable Grids in Apps
Overview of Editable Grid in Dynamics 365
Prerequisite and security privileges required for configuring Editable Grid
Entities and views supported by Editable Grid
Supported out-of-the-box entities
Supported and unsupported data types by Editable Grid
Configuring editable grids for main entity views
Configuring editable sub-grid for forms
Using JavaScript in Editable Grid
Editable Grid and business rules
Editable Grid on mobile devices
Summary
10
Configure Microsoft Cognitive services
Configure Microsoft Cognitive services
Understanding Microsoft Cognitive Services
Configuring Knowledge Base Suggestions in Dynamics 365
Configuring Similar Records Suggestions in Dynamics 365
Configuring Document Suggestions in Dynamics 365
Monitoring the Text Analytics Service inside the Azure Portal
Summary
11
Train the Users through Learning Path
Train the Users through Learning Path
Learning Path overview
Prerequisites for using the Learning Path
Enabling Learning Path in Dynamics 365
 Content Library of Dynamics 365 Learning Path
Steps to create and configure Learning Path
Publishing content and publishing group
Summary
12
Other New Features in Dynamics 365
Other New Features in Dynamics 365
Top new features introduced in Dynamics 365
Summary
Other Books You May Enjoy
Other Books You May Enjoy
Leave a review - let other readers know what you think
Index
Index

Configuring Similar Records Suggestions in Dynamics 365

Through Similar Record Suggestions, users while working on a particular record inside Dynamics 365, can quickly find similar records and can use this information to better serve their customers. For example, while working on a case, users can find similar cases and can use the information in those similar cases to resolve the current case.

To configure Similar Records Suggestions in Dynamics 365:

  1. Connect Text Analysis Connection with Dynamics 365, which we have already done earlier
  2. Inside Dynamics 365, go to Settings | Data Management and select Similar Records Suggestions Settings.
  1. Create a new Advanced Similarity Rules for the Case entity as shown in the following screenshot:

In the ADVANCED SIMILARITY RULE record:

    • Name: Specifies the name of the rule.
    • Source Entity: Specifies the entity on which the rule is being configured. It supports Lead, Opportunity, Contact, Account, Case, or a custom entity that has N - N relationship with them.
    • Description...
Previous Section
End of Section 4
Next Section