Customize your Dynamics 365 customer engagement apps to increase business productivity and customer value at scale using a low-code approach

Key Features
  • Leverage Power Apps and customize Dynamics 365 CE apps to implement advanced business case scenarios
  • Create automation with Power Automate to empower Dynamics 365 CE users to increase their productivity
  • Easily build bots using Power Virtual Agents for both internal and external use cases
Book 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 learn
  • Leverage the capabilities of Dataverse and Power Apps to extend Dynamics 365 CE native applications
  • Create Canvas and model-driven apps on top of Dynamics 365 CE applications
  • Integrate AI Builder capabilities with Dynamics 365 CE for advanced solutions
  • Create automation with business process flow, cloud flows, and classic workflows
  • Deploy a chatbot and integrate it with Dynamics 365 CE processes
  • Embed Power BI dashboards and reports in Dynamics 365 CE apps
Who 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.

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This book will help you understand what tools and features are used to extend Dynamics 365 customer engagement applications using Power Platform, Power Apps, Power Automate, and Power Virtual Agents. You will gain hands-on experience while developing custom Dynamics 365 CE applications with real-world use cases and business scenarios.
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Table of Contents
  1. Dynamics 365 Engagement as a No-Code/Low-Code Platform
  2. Extending Dynamics 365 Customer Engagement with a No-Code/Low-Code Approach
  3. Extending Dynamics 365 Customer Engagement native applications
  4. Building applications with Dynamics 365 Customer Engagement
  5. Dynamics 365 Customer Engagement with custom embedded applications
  6. Integrating Mixed Reality and Artificial Intelligence in applications
  7. User Empowerment
  8. Working with data
  9. Integrating artificial intelligence to processes
  10. Customer Faced Bots
  11. Enabling bots to users
  12. Reporting dashboards with Dynamics 365 Customer Engagement data
  13. Embedded dashboards and reports in Dynamics 365 Customer Engagement
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Produktdetaljer

ISBN
9781803232317
Publisert
2023-01-25
Utgiver
Vendor
Packt Publishing Limited
Høyde
93 mm
Bredde
75 mm
Aldersnivå
P, 06
Språk
Product language
Engelsk
Format
Product format
Heftet
Antall sider
342

Biographical note

Nicolas Andres Fernandez started his career in the Dynamics 365 CE and Power Platform industry in 2014. In 2018, he started to actively participate in the Dynamics 365 and Power Platform technical community, something he continues to do to date. In 2020, he was awarded the title of Most Valuable Professional by Microsoft for the first time. Nicolas is currently a solutions director at HCLTech, in charge of the Dynamics 365 CE and Power Platform pre-sales team in the EMEA and APAC regions. Nicolas also leads a number of community initiatives within Power 365 Initiatives.