Extending Dynamics 365 Customer Engagement Apps With Low Code: Create Tailor-Made Dynamics 365 CE Apps Using the Powerful Low-Code Capabilities of Power Platform (1st edition)

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 D365 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 customer engagement. 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 find out how to embed Power Apps portals, model-driven apps, Canvas apps, and advanced solutions with Power Apps AI Builder. You'll also explore Power Automate's capabilities to create new business processes or modify existing ones, 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 customer engagement 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 D365 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
• Deploy Power Virtual Agents to enable users to trigger automation
• Embed Power BI dashboards and reports in D365 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.

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