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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

Building Applications with Dynamics 365 Customer Engagement

Dynamics 365 Customer Engagement offers us multiple applications built by Microsoft such as Sales, Customer Service, Marketing, and Field Service, to mention the best known. These applications were designed to cover specific business processes; we saw how we can extend them in the previous chapter. However, we may encounter the requirement to have an application that is customized and designed entirely on user experience (UX) requirements different from those offered by native applications. This may be because there are requirements for a specific group of users. After all, we may want to narrow an application to one or a limited set of use cases, or because there is an external user type that must be part of the Dynamics 365 Customer Engagement processes.

In this chapter, we will learn why we could build new, fully customized applications on top of Dynamics 365 Customer Engagement applications while leveraging the capabilities...

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Extending Dynamics 365 Customer Engagement Apps with Low Code
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