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

Supported out-of-the-box entities


Web/tablet/phone

The following table outlines entities that are supported by web, tablet, and phone user interface of Dynamics 365:

Account

Case

Knowledge Article Views

Rating Model

Appointment

Category

Knowledge Base Record

Rating Value

Bookable Resource

Characteristic

Lead

SLA KPI Instance

Bookable Resource Booking

Competitor

Opportunity

Social Activity

Bookable Resource Booking Header

Contact

Order

Social Profile

Bookable Resource Category

Email

Phone Call

Sync Error

Bookable Resource Category Assn.

Entitlement

Price List

Task

Bookable Resource Characteristic

Feedback

Product

Team

Bookable Resource Group

Invoice

Queue

User

Booking Status

Knowledge Article

Quote

-

Tablet/phone only

The following table outlines entities that are supported by tablet and phone user interface of Dynamics 365:

Activity

Email Template

Note

Process

Attachment

Expired Process

Opportunity Product

Queue Item

Channel Access Profile Rule Item

Invoice Product

Opportunity Sales Process

Quote Product

Competitor Address

Knowledge Article Incident...