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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

Deploying a chatbot

Before getting into the technical aspects of deploying a chatbot, let’s take a look at why we need one, and why Power Virtual Agents would be the ideal recommendation for a Dynamics 365 Customer Engagement project.

As I mentioned in the introduction to the chapter, customer preferences show a growing tendency to choose a channel that offers advanced and real self-management capabilities over agent-based channels. This is due, among other factors, to the fact that if the self-management channel is mature, it will allow the person to carry out the management quickly and effectively, avoiding delays in queues, or delays due to lack of skills or knowledge on the part of the agent attending them.

When we think about a new implementation of a digital contact center, it is crucial to think about having as simplified a system architecture as possible to achieve effective processes without the risks of complex integrations. Dynamics 365 Customer Service has...

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Extending Dynamics 365 Customer Engagement Apps with Low Code
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