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  • Book Overview & Buying Extending Dynamics 365 Customer Engagement Apps with Low Code
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Extending Dynamics 365 Customer Engagement Apps with Low Code

Extending Dynamics 365 Customer Engagement Apps with Low Code

By : Nicolás Fernández
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Extending Dynamics 365 Customer Engagement Apps with Low Code

Extending Dynamics 365 Customer Engagement Apps with Low Code

5 (2)
By: Nicolás Fernández

Overview of this book

Extending Dynamics 365 Customer Engagement Apps with Low Code helps you gain a comprehensive, practical understanding of how a no-code/low-code project approach works for Dynamics 365 (D365) Customer Engagement (CE). This book covers the most relevant native capabilities for configuration, along with real-world scenarios to showcase the magic of extending D365 CE apps with Power Platform. The book starts by identifying different scenarios and use cases to extend D365 CE apps with a low-code approach. You’ll learn about the different capabilities of Dataverse and Power Apps used to extend native applications. Next, you'll discover how to leverage Power Apps, both Canvas apps and model-driven apps, and Power Pages, to build apps and portals around D365 CE processes. You’ll also explore Power Automate's capabilities to create or modify business processes, as well as incorporate new processes and automation. As you advance, you’ll also discover how Power Virtual Agents can be implemented in D365 CE apps. The book concludes by teaching you to integrate Power BI natively with customer engagement, thus facilitating the construction of advanced reports and dashboards. By the end of this book, you’ll have gained hands-on expertise in customizing CE apps with Power Platform to deliver more scalable and maintainable solutions.
Table of Contents (21 chapters)
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1
Part 1: Introduction of No-Code/Low-Code for Dynamics 365 Customer Engagement
4
Part 2: Extending Dynamics 365 Customer Engagement Applications
9
Part 3: Building Custom Processes for Dynamics 365 Customer Engagement Applications
13
Part 4: No-Code/Low-Code Bots for Dynamics 365 Customer Engagement
16
Part 5: Working with Advanced Dashboards and Reports with Dynamics 365 Customer Engagement

Customer-Facing Bots

Today, self-service is one of the key factors for organizations when choosing a platform to develop their customer service strategy. This is due to the preference that their customers have when choosing how to communicate to solve a problem or seek information. Thinking about a digital contact center is synonymous with thinking about automated attention by intelligent bots that can make decisions in real time to provide the best service to customers.

A bot can be a great self-service tool for customers, also helping to divert the creation of cases, and automating actions – but what do you need to consider for its development and maintenance?

In this chapter, we will talk about Power Virtual Agents and how we can quickly deploy a chatbot to help our customer service strategy. We will see the step-by-step process we need to follow to not only set up a chat channel quickly but also integrate a bot into it. Then, we will identify the requirements to be...

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Extending Dynamics 365 Customer Engagement Apps with Low Code
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