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 task flows


Task flows are a variation of Business Process Flows or, as we simply say, task flows are an alternative approach for using business processes on a mobile device. Task Flow has similarities with Business Process Flow, but its features are very different from Business Process Flow. For example, task flows can be executed on different user devices at the same time on the same record. Task Flow also makes data transparent on mobile devices.

There are different features available for use in Task Flow:

  • Task Flows are at a user level, meaning each process becomes unique to a user
  • Task Flows can be used by different users on the same record, who may get a different result to those users
  • Task Flows have editable control from multiple entities
  • In Task Flows, conditional branching is more flexible