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

Overview of Business Process Flow


Business Process Flow provides insights into the customer's business stages and also allows for managing fields to be captured in each. It also helps to restrict movements in different stages, based on the required fields to be captured. The end-user finds it more convenient because it is simple to use and provides a visual understanding of the business by means of the Business Process Flows.

Business Process Flow is a guided process for Dynamics 365-end users. It helps to guide end users of CRMs.

It is easy to visualize and appears as a visual element of the entity form. It is a composition of different instruction stages, which helps end users to follow a business flow in the system, without the need for detailed training.

There are two basic components in Business Process Flow from the end-users perspective:

  • The first component is a Stage, which includes specific instructions, given to users to follow the process
  • The second component is a Step, which represents...