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Author: Nicolás Andrés Fernández
Publisher: Packt Publishing Ltd
ISBN: 1803245123
Category : Computers
Languages : en
Pages : 343
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Book Description
Customize your Dynamics 365 customer engagement apps to increase business productivity and customer value at scale using a low-code approach Key FeaturesLeverage Power Apps and customize Dynamics 365 CE apps to implement advanced business case scenariosCreate automation with Power Automate to empower Dynamics 365 CE users to increase their productivityEasily build bots using Power Virtual Agents for both internal and external use casesBook Description 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. What you will learnLeverage the capabilities of Dataverse and Power Apps to extend Dynamics 365 CE native applicationsCreate Canvas and model-driven apps on top of Dynamics 365 CE applicationsIntegrate AI Builder capabilities with Dynamics 365 CE for advanced solutionsCreate automation with business process flow, cloud flows, and classic workflowsDeploy a chatbot and integrate it with Dynamics 365 CE processesEmbed Power BI dashboards and reports in Dynamics 365 CE appsWho this book is for This book is for Dynamics 365 developers, solutions architects, technical functional consultants, and pre-sales architects working on Dynamics 365 customer engagement who want to customize and extend their customer engagement apps with the power of low-code/no-code technology, and gain practical experience in using Power Platform components to deliver scalable, maintainable, and intelligent solutions to their clients. Working knowledge of Dynamics 365 and basic knowledge of low-code/no-code technology will help you get the most out of this book.
Author: Nicolás Andrés Fernández
Publisher: Packt Publishing Ltd
ISBN: 1803245123
Category : Computers
Languages : en
Pages : 343
Get Book
Book Description
Customize your Dynamics 365 customer engagement apps to increase business productivity and customer value at scale using a low-code approach Key FeaturesLeverage Power Apps and customize Dynamics 365 CE apps to implement advanced business case scenariosCreate automation with Power Automate to empower Dynamics 365 CE users to increase their productivityEasily build bots using Power Virtual Agents for both internal and external use casesBook Description 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. What you will learnLeverage the capabilities of Dataverse and Power Apps to extend Dynamics 365 CE native applicationsCreate Canvas and model-driven apps on top of Dynamics 365 CE applicationsIntegrate AI Builder capabilities with Dynamics 365 CE for advanced solutionsCreate automation with business process flow, cloud flows, and classic workflowsDeploy a chatbot and integrate it with Dynamics 365 CE processesEmbed Power BI dashboards and reports in Dynamics 365 CE appsWho this book is for This book is for Dynamics 365 developers, solutions architects, technical functional consultants, and pre-sales architects working on Dynamics 365 customer engagement who want to customize and extend their customer engagement apps with the power of low-code/no-code technology, and gain practical experience in using Power Platform components to deliver scalable, maintainable, and intelligent solutions to their clients. Working knowledge of Dynamics 365 and basic knowledge of low-code/no-code technology will help you get the most out of this book.
Author: Nicolae Tarla
Publisher: Packt Publishing Ltd
ISBN: 1789954584
Category : Computers
Languages : en
Pages : 629
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Book Description
Explore the latest features of Dynamics 365 and Power Platform's out-of-the-box tools to build custom business solutions for your organization Key Features Discover impressive Dynamics 365 features to transform your business and increase productivity Leverage the platform's extensibility to meet your organizational needs Understand how Power Platform powers Dynamics 365 and enhances its integration capabilities Book Description Microsoft Dynamics 365 provides a vast array of tools and applications to meet various Customer Engagement requirements. This Customer Relationship Management (CRM) guide covers the latest advancements in Dynamics 365 and Power Platform that help organizations adapt to changing market conditions for agility and resilience. With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You'll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you'll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you'll delve into core administration concepts that will help you to manage extensions added to the platform. By the end of this book, you'll have learned how to tailor Microsoft Dynamics 365 to fit your organization's requirements and tweak the platform to meet your business needs. What you will learn Get to grips with Power Platform for building and enhancing Dynamics 365 apps Integrate Dynamics 365 CRM with Microsoft 365, Azure, and other platforms Discover how you can customize existing entities and create new ones Explore various security features and grant users access to CRM data and functions Find out which CRM attributes are used to automate operations with programming Use internal and external social data to help users to make informed decisions Who this book is for This book is for customers and project stakeholders, new functional consultants, business administration users, and project managers looking to get up and running with the latest features of Dynamics 365 and Power Platform. This guide will help non-developers become acquainted with a no-code approach to customization and configuration. A basic understanding of relational data and customer management concepts will help you get the most out of this book.
Author: Adrià Ariste Santacreu
Publisher: Packt Publishing Ltd
ISBN: 180181340X
Category : Computers
Languages : en
Pages : 275
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Book Description
Unlock the potential of Dynamics 365 Finance and Operations apps by creating innovative solutions that can enhance the performance of your projects Key Features Learn how to leverage Power Platform tools with Dynamics 365 Finance & Operations Work on real-world use cases and discover ways to maximize the potential of Power Platform Adopt a low-code approach to expedite the development process and enhance the overall maintainability of F&O projects Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionUncover the synergy between Microsoft Power Platform and its integration with Dynamics 365 Finance & Operations (F&O) with this essential guide to implementing low-code and no-code concepts to not only extend and enhance F&O but also improve maintainability and speed up development. Systematically exploring Power Platform, this book covers topics such as Dataverse, Power Automate, Power Apps, and Power BI using real-world scenarios in Dynamics 365 F&O to offer practical insights. You’ll then master the integration of F&O and Power Platform using dual-write and virtual tables, and delve into process automation with Power Automate. The book further deepens your proficiency in Power Apps by showing you how they can be used to extend the F&O functionality and incorporate artificial intelligence using AI Builder and its pre-trained AI models ready to use with your data. Throughout, you’ll gain a solid understanding of the diverse components of Power Platform and how they can transform your Dynamics 365 F&O experience. By the end of this book, you’ll be equipped with the skills and knowledge necessary to fully harness the immense potential of Power Platform and Dynamics 365 F&O.What you will learn Get to grips with integrating Dynamics 365 F&O with Dataverse Discover the benefits of using Power Automate with Dynamics 365 F&O Understand Power Apps as a means to extend the functionality of Dynamics 365 F&O Build your skills to implement Azure Data Lake Storage for Power BI reporting Explore AI Builder and its integration with Power Automate Flows and Power Apps Gain insights into environment management, governance, and application lifecycle management (ALM) for Dataverse and the Power Platform Who this book is for This book is for Dynamics 365 Finance and Operations consultants, as well as Power Platform consultants eager to harness the diverse tools from Power Platform in their F&O projects. If you are a technical or solutions architect, you’ll find this book useful for acquainting yourself with techniques for addressing business requirements using the Power Platform tools.
Author: Mahender Pal
Publisher: Packt Publishing Ltd
ISBN: 1838550887
Category : Computers
Languages : en
Pages : 421
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Book Description
Gain hands-on experience working with the architecture, implementation, deployment, and data migration of Dynamics 365 Customer Engagement Key FeaturesExplore different tools to evaluate, implement, and proactively maintain Dynamics 365 for CEIntegrate Dynamics 365 CE with applications such as Power BI, PowerApps, and Microsoft Power AutomateDesign application architecture, explore deployment choices, and perform data migrationBook Description Microsoft Dynamics 365 for Customer Engagement (CE) is one of the leading customer relationship management (CRM) solutions that help companies to effectively communicate with their customers and allows them to transform their marketing strategies. Complete with detailed explanations of the essential concepts and practical examples, this book will guide you through the entire life cycle of implementing Dynamics 365 CE for your organization or clients, and will help you avoid common pitfalls while increasing efficiency at every stage of the project. Starting with the foundational concepts, the book will gradually introduce you to Microsoft Dynamics 365 features, plans, and products. You’ll learn various implementation strategies and requirement gathering techniques, and then design the application architecture by converting your requirements into technical and functional designs. As you advance, you’ll learn how to configure your CRM system to meet your organizational needs, customize Dynamics 365 CE, and extend its capabilities by writing client-side and server-side code. Finally, you’ll integrate Dynamics 365 CE with other applications and explore its business intelligence capabilities. By the end of this Microsoft Dynamics 365 book, you’ll have gained an in-depth understanding of all the key components necessary for successful Dynamics 365 CE implementation. What you will learnExplore the new features of Microsoft Dynamics 365 CEUnderstand various project management methodologies, such as Agile, Waterfall, and DevOpsCustomize Dynamics 365 CE to meet your business requirementsIntegrate Dynamics 365 with other applications, such as PowerApps, Power Automate, and Power BIConvert client requirements into functional designsExtend Dynamics 365 functionality using web resources, custom logic, and client-side and server-side codeDiscover different techniques for writing and executing test casesUnderstand various data migration options to import data from legacy systemsWho this book is for This book is for consultants, project managers, administrators, and solution architects who want to set up Microsoft Dynamics 365 Customer Engagement in their business. Although not necessary, basic knowledge of Dynamics 365 will help you get the most out of this book.
Author: Simon Buxton
Publisher: Packt Publishing Ltd
ISBN: 178646330X
Category : Computers
Languages : en
Pages : 433
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Book Description
Have the best tools at your fingertips to extend and maximize the efficiency of your business management About This Book Follow practical and easy-to-grasp examples, illustrations and coding to make the most out of Dynamics 365 for Operations in your business scenario Extend Dynamics 365 for Operations in a cost-effective manner by using tools you already have Solve common business problems with the valuable features of Dynamics 365 for Operations Who This Book Is For This book is for those who are getting to grips with Dynamics 365 for Operations developers or those migrating from C# development. The guide includes information essential for new and experienced Dynamics 365 for Operations developers. What You Will Learn Create enumerated and extended data types Understand the importance of using patterns and frameworks while creating a unique concept for your solution Service and deploy your code and packages to improve performance Write and perform unit tests to automate the testing process Design your security model and policies to provide code access privileges Construct the UI and business logic to add Power BI to dashboards In Detail Dynamics 365 for Operations is the ERP element of Microsoft's new Dynamics 365 Enterprise Edition. Operations delivers the infrastructure to allow businesses to achieve growth and make better decisions using scalable and contemporary ERP system tools. This book provides a collection of “recipes” to instruct you on how to create—and extend—a real-world solution using Operations. All key aspects of the new release are covered, and insights into the development language, structure, and tools are discussed in detail. New concepts and patterns that are pivotal to elegant solution designs are introduced and explained, and readers will learn how to extend various aspects of the system to enhance both the usability and capabilities of Operations. Together, this gives the reader important context regarding the new concepts and the confidence to reuse in their own solution designs. This “cookbook” provides the ingredients and methods needed to maximize the efficiency of your business management using the latest in ERP software—Dynamics 365 for Operations. Style and approach The book takes a practical recipe-based approach, focusing on real-world scenarios and giving you all the information you need to build a strong Dynamics 365 for Operations implementation.
Author: Julian Sharp
Publisher: Packt Publishing Ltd
ISBN: 1838984062
Category : Computers
Languages : en
Pages : 623
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Book Description
Get up to speed with expert tips, techniques, and the latest insights to confidently take the PL-200 exam Key FeaturesLearn effectively with the help of self-assessment questions, mock tests, and detailed explanations in this up-to-date study guideAddress the challenges faced by a functional consultant in day-to-day activitiesUnderstand how to configure, customize, and implement solutions based on Power PlatformBook Description The Power Platform Functional Consultant Associate (PL-200) exam tests and validates the practical skills of Power Platform users who are proficient in developing solutions by combining the tools in Power Platform and the Microsoft 365 ecosystem based on business needs. This certification guide offers complete, up-to-date coverage of the PL-200 exam so you can prepare effectively for the exam. Written in a clear, succinct way with self-assessment questions, exam tips, and mock exams with detailed explanations of solutions, this book covers common day-to-day activities involved in configuring Power Platform, such as managing entities, creating apps, implementing security, and managing system change. You'll also explore the role of a functional consultant in creating a data model in the Microsoft Dataverse (formerly Common Data Service). Moving ahead, you'll learn how to design the user experience and even build model-driven and canvas apps. As you progress, the book will show you how to manage automation and create chatbots. Finally, you'll understand how to display your data with Power BI and integrate Power Platform with Microsoft 365 and Microsoft Teams. By the end of this book, you'll be well-versed with the essential concepts and techniques required to prepare for the PL-200 certification exam. What you will learnUnderstand how to build apps that meet customer needsExtend the schema for Dataverse with entities, fields, and relationshipsCreate and configure automations to simplify user activitiesExplore various security features in Power Platform and learn how to implement themUse multiple data sources to create task- or role-based web and mobile applications for usersAutomate business processes and enhance the user experience with Power Automate and UI FlowsIntegrate various applications within the Microsoft ecosystem with Power PlatformWho this book is for This book is for functional consultants and business analysts who are involved in implementing solutions based on Power Platform or Dynamics 365. As the PL-200 exam is a pre-requisite for other role-based certifications in Power Platform and Microsoft Dynamics 365, individuals pursuing their careers in these domains will also find this book helpful. Basic knowledge of Power Platform and access to a Power Platform environment are required to get started with this book.
Author: Brent Dawson
Publisher: Packt Publishing Ltd
ISBN: 1804618055
Category : Computers
Languages : en
Pages : 270
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Book Description
Reap the full potential of D365 Finance and Supply Chain Management with tips, best practices, proven architectural design concepts, and solutions to common challenges Purchase of the print or Kindle book includes a free PDF eBook Key Features Learn to use Microsoft Fasttrack to successfully implement and deploy D365 F&SCM solutions Understand architectural considerations and best practices for D365 Finance and SCM applications Gain expert guidance on data migration, complex integration, security, and licensing Book Description Implementing an ERP project is a daunting task, and it can often get derailed due to several reasons, including but not limited to inefficient planning, inadequate resource scoping, insufficient working knowledge of ERP systems, and more. Becoming a Dynamics 365 Finance and Supply Chain Solution Architect helps you understand the intricacies of ERP project implementation for seamless deployment. This comprehensive guide helps you gain a deep understanding of how to implement and optimize robust business applications that meet the evolving needs of organizations. You'll discover various integration methodologies to integrate different software applications and plan successful data migration seamlessly. By leveraging the author's expertise, you'll explore different challenges that can lead to project failure or cost/time overruns, along with customized solutions to maneuver past those issues for a successful outcome. By the end of the book, you'll be able to identify potential issues that can negatively impact the delivery of the project and make design decisions that will prevent any potential negative impact on the design and functionality of the system at go-live stage. What you will learn Design an architectural solution for Dynamics 365 with the Fasttrack method Discover potential issues that occur while integrating D365 Finance & Supply Chain Management Set up industry-standard yet customized security configurations Scope license requirements and apply license rules during deployment Plan and test for successful data migration and system integration Identify required tools, applications, and methods for ALM Explore different aspects of human change management in D365 F&SCM projects Who this book is for This book is for aspiring Microsoft D365 finance and supply chain solutions architects looking to take up the challenges of integrating different systems, configuring security models, complex data migrations, licensing, and overall system design based on client requirements. Furthermore, this book serves as a valuable guide for experienced solution architects seeking to expand their skill set and enhance their expertise in tackling complex challenges within the field.
Author: Rami Mounla
Publisher: Packt Publishing Ltd
ISBN: 1786466740
Category : Computers
Languages : en
Pages : 459
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Book Description
More than 80 recipes to help you leverage the various extensibility features available for Microsoft Dynamics and solve problems easily About This Book Customize, configure, and extend the vanilla features of Dynamics 365 to deliver bespoke CRM solutions fit for any organization Implement business logic using point-and-click configuration, plugins, and client-side scripts with MS Dynamics 365 Built a DevOps pipeline as well as Integrate Dynamics 365 with Azure and other platforms Who This Book Is For This book is for developers, administrators, consultants, and power users who want to learn about best practices when extending Dynamics 365 for enterprises. You are expected to have a basic understand of the Dynamics CRM/365 platform. What You Will Learn Customize, configure, and extend Microsoft Dynamics 365 Create business process automation Develop client-side extensions to add features to the Dynamics 365 user interface Set up a security model to securely manage data with Dynamics 365 Develop and deploy clean code plugins to implement a wide range of custom behaviors Use third-party applications, tools, and patterns to integrate Dynamics 365 with other platforms Integrate with Azure, Java, SSIS, PowerBI, and Octopus Deploy Build an end-to-end DevOps pipeline for Dynamics 365 In Detail Microsoft Dynamics 365 is a powerful tool. It has many unique features that empower organisations to bridge common business challenges and technology pitfalls that would usually hinder the adoption of a CRM solution. This book sets out to enable you to harness the power of Dynamics 365 and cater to your unique circumstances. We start this book with a no-code configuration chapter and explain the schema, fields, and forms modeling techniques. We then move on to server-side and client-side custom code extensions. Next, you will see how best to integrate Dynamics 365 in a DevOps pipeline to package and deploy your extensions to the various SDLC environments. This book also covers modern libraries and integration patterns that can be used with Dynamics 365 (Angular, 3 tiers, and many others). Finally, we end by highlighting some of the powerful extensions available. Throughout we explain a range of design patterns and techniques that can be used to enhance your code quality; the aim is that you will learn to write enterprise-scale quality code. Style and approach This book takes a recipe-based approach, delivering practical examples and use cases so that you can identify the best possible approach to extend your Dynamics 365 deployment and tackle your specific business problems.
Author: Rami Mounla
Publisher:
ISBN: 9781786464170
Category : Computers
Languages : en
Pages : 462
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Book Description
More than 80 recipes to help you leverage the various extensibility features available for Microsoft Dynamics and solve problems easilyAbout This Book* Customize, configure, and extend the vanilla features of Dynamics 365 to deliver bespoke CRM solutions fit for any organization* Implement business logic using point-and-click configuration, plugins, and client-side scripts with MS Dynamics 365* Built a DevOps pipeline as well as Integrate Dynamics 365 with Azure and other platformsWho This Book Is ForThis book is for developers, administrators, consultants, and power users who want to learn about best practices when extending Dynamics 365 for enterprises. You are expected to have a basic understand of the Dynamics CRM/365 platform.What You Will Learn* Customize, configure, and extend Microsoft Dynamics 365* Create business process automation* Develop client-side extensions to add features to the Dynamics 365 user interface* Set up a security model to securely manage data with Dynamics 365* Develop and deploy clean code plugins to implement a wide range of custom behaviors* Use third-party applications, tools, and patterns to integrate Dynamics 365 with other platforms* Integrate with Azure, Java, SSIS, PowerBI, and Octopus Deploy* Build an end-to-end DevOps pipeline for Dynamics 365In DetailMicrosoft Dynamics 365 is a powerful tool. It has many unique features that empower organisations to bridge common business challenges and technology pitfalls that would usually hinder the adoption of a CRM solution. This book sets out to enable you to harness the power of Dynamics 365 and cater to your unique circumstances.We start this book with a no-code configuration chapter and explain the schema, fields, and forms modeling techniques. We then move on to server-side and client-side custom code extensions. Next, you will see how best to integrate Dynamics 365 in a DevOps pipeline to package and deploy your extensions to the various SDLC environments. This book also covers modern libraries and integration patterns that can be used with Dynamics 365 (Angular, 3 tiers, and many others). Finally, we end by highlighting some of the powerful extensions available.Throughout we explain a range of design patterns and techniques that can be used to enhance your code quality; the aim is that you will learn to write enterprise-scale quality code.Style and approachThis book takes a recipe-based approach, delivering practical examples and use cases so that you can identify the best possible approach to extend your Dynamics 365 deployment and tackle your specific business problems.
Author: Robert Rybaric
Publisher: Packt Publishing Ltd
ISBN: 1800206852
Category : Computers
Languages : en
Pages : 452
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Book Description
Publisher's Note: This edition from 2020 is outdated and is not compatible with the new standards of Microsoft Power Platform. A new Second edition has been published to cover the latest patterns, models, and methodologies leveraging the Microsoft ecosystem to create tailor-made enterprise applications. It combines the powers of Power Apps, Power BI, Azure, and Dynamics 365 to create enterprise applications. Who this book is for This book is for enterprise architects and technical decision makers who want to craft complex solutions using Microsoft Power Platform to serve growing business needs and to stay competitive in the modern IT world. A basic understanding of Microsoft Power Platform will help you to get started with this book.
