Book Image

Implementing Microsoft Dynamics 365 Customer Engagement

By : Pal
Book Image

Implementing Microsoft Dynamics 365 Customer Engagement

By: Pal

Overview of this book

Microsoft Dynamics 365 for Customer Engagement (CE) is one of the leading customer relationship management (CRM) solutions that help companies to effectively communicate with their customers and allows them to transform their marketing strategies. Complete with detailed explanations of the essential concepts and practical examples, this book will guide you through the entire life cycle of implementing Dynamics 365 CE for your organization or clients, and will help you avoid common pitfalls while increasing efficiency at every stage of the project. Starting with the foundational concepts, the book will gradually introduce you to Microsoft Dynamics 365 features, plans, and products. You’ll learn various implementation strategies and requirement gathering techniques, and then design the application architecture by converting your requirements into technical and functional designs. As you advance, you’ll learn how to configure your CRM system to meet your organizational needs, customize Dynamics 365 CE, and extend its capabilities by writing client-side and server-side code. Finally, you’ll integrate Dynamics 365 CE with other applications and explore its business intelligence capabilities. By the end of this Microsoft Dynamics 365 book, you’ll have gained an in-depth understanding of all the key components necessary for successful Dynamics 365 CE implementation.
Table of Contents (14 chapters)

Integrating Dynamics 365 CE with PowerApps

Let's say we want to create a quick mobile app for the HIMBAP Auto Service Center to create an auto service request for a customer. Let's see how quickly we can build our app using PowerApps Studio, by following these steps:

  1. Click on the Dynamics 365 Home button (from where we selected Flow earlier) and select PowerApps.
  2. Click on Create and select Canvas app from blank, and let's name our app Auto Service Request.
  3. After clicking on OK, PowerApps Studio will open a new app that will have one screen by default.
  4. Click on the right-hand side of Screen1 and select the Rename option from the drop-down menu. Let's rename it Service Request.
  5. Let's add the following controls to our screen, and name them as follows:
  • Label: topiclbl
  • Text: topictxt
  • Label: customerlbl
  • Dropdown: customerdll
  • Label: vehiclelbl
  • Dropdown: vehicledll...