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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

Automating tasks

One of the most recurring use cases is the automation of repetitive or mundane tasks, which do not add value to the user who must perform them but is important to maintain the consistency of the business process being developed. Examples of this can be found in all Dynamics 365 Customer Engagement applications: Sales, Customer Service, Field Service, Marketing, or Project Operations.

For ease, Dynamics 365 Customer Engagement offers us the option to automate tasks without the need for code. We have the flexibility to use different types of mechanisms or tools to do so and get the type of automation we need in each case.

In the following chapter, we will take a deep dive into some examples of how to automate tasks in Dynamics 365 Customer Engagement.

When understanding a requirement that refers to the automation of a task, it is important to ask ourselves, at the very least, six questions:

  • Who is going to execute the automation?
  • When will it be...
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Extending Dynamics 365 Customer Engagement Apps with Low Code
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