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
Packt Upsell

Chapter 1. Customize Application Navigation

A site map can be defined as a set of links through which a user can navigate and find their way around the website. In Dynamics 365 and in its earlier version, a site map is an XML file that is used for defining the navigation of the application or specific app module for the users. Until CRM 2016, there had been only one site map file for an organization. With the advent of apps in Dynamics 365, now we have one site map file for each of the app modules. As far as customizing the site map was concerned, until now we had to either update it using XML Editor, a text editor or some third-party tools. However, with Microsoft Dynamics 365 we have the built-in Site Map Designer in the product itself. This designer allows the administrator, customizers, or users with appropriate privileges to easily define navigation for an app by simply adding, dragging, and dropping the components within the Site Map Designer canvas. In this chapter, we will be covering the following points:

  • Overview of the site map in Dynamics 365
  • Understanding the designer interface and its components—areas, group, and sub areas
  • Common operations that can be performed on the site map