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

Understanding the Business Process Flow users interface


The following image outlines a Business Process Flow available in Dynamics 365:

Business Process Flow includes different components, which are required for customization; it includes the following main components:

  1. Stage:

Stages are like guided labels given at the top of the Business Process Flow to specify what to do:

  1. Step:

Steps are fields created for the entity used in the stages:

 

  1. Stage Gating, Set active, Next, Finish:

At the bottom-right corner of the Business Process Flow, this option helps you go onto the next stage or finish the process:

  1. Workflow:

Workflow is a type of process used to trigger a specific message in CRM. Business Process Flow has a new feature to be able to trigger workflows while proceeding through different stages.

  1. Conditions:

Business Process Flow supports conditional branching; conditions are used in a Business Process Flow. These conditions allow adding if...else logic into a Business Process Flow in order to move to...