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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

Reporting Dashboards with Dynamics 365 Customer Engagement Data

Power BI is the Power Platform solution that we will use for data exploitation via datasets, reports, and dashboards, which we will be able to create easily. Dynamics 365 Customer Engagement applications, being built on Dataverse, offer us the possibility to easily integrate with Power BI, and thus extend the native capabilities of reporting and analytics. To help us accelerate the creation of advanced reports, Microsoft offers several templates for data mining Dynamics 365 Customer Engagement applications.

In this chapter, we will learn how to connect Dynamics 365 Customer Engagement with Power BI, and the initial steps for creating reports and dashboards.

By the end of this chapter, you will have connected Dynamics 365 Customer Engagement with Power BI, and you will have created your first reports.

In this chapter, we will cover the following topics:

  • Connecting Dynamics 365 Customer Engagement applications...
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Extending Dynamics 365 Customer Engagement Apps with Low Code
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