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

Creating PowerApps using Dynamics 365 data


It is a simple and reliable option to create PowerApps. In this section, we will discuss how to create PowerApps; however, we will also look at how to configure Dynamics 365 in PowerApps. PowerApps is capable of retrieving data from the cloud, including Azure and Dynamics 365. It is very easy to publish PowerApps on the web and on mobile platforms.

To create PowerApps, follow these steps:

  1. Log into Office 365 instance, and select the Explore all your apps option:
  1. Select the PowerApps option.
  2. You will be logged into the PowerApps section, or you can directly log into PowerApps using this link: https://web.powerapps.com/. Use the same credentials for Office 365 instance as with the the PowerApps login:
  1. The Navigation section is presented at the left side of the screen. To create an app, first create a connection. Select Connections from Navigation.
  2. PowerApps will redirect you to the Connections section. Here, to add a new connection, click the New connection...