Extending Dynamics 365 Customer Engagement Apps With Low Code
Download Extending Dynamics 365 Customer Engagement Apps With Low Code PDF/ePub or read online books in Mobi eBooks. Click Download or Read Online button to get Extending Dynamics 365 Customer Engagement Apps With Low Code book now. This website allows unlimited access to, at the time of writing, more than 1.5 million titles, including hundreds of thousands of titles in various foreign languages.
Extending Dynamics 365 Customer Engagement Apps with Low Code
Author: Nicolás Andrés Fernández
language: en
Publisher: Packt Publishing Ltd
Release Date: 2023-01-06
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.
Fundamentals of CRM with Dynamics 365 and Power Platform
Author: Nicolae Tarla
language: en
Publisher: Packt Publishing Ltd
Release Date: 2020-10-06
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.
Next-Gen Customer Engagement with Dynamics 365, Power Platform and Copilot 2025
Author: Author:1- PRADEEP RAJA, Author:2-DR B. P. JOSHI
language: en
Publisher: YASHITA PRAKASHAN PRIVATE LIMITED
Release Date:
PREFACE Over the past decade, I’ve had the privilege of helping global enterprises reinvent how they engage with customers — from automating frontline operations at manufacturing plants to launching AI-powered CRM portals for public sector agencies. The journey has taught me one thing: customer engagement isn’t just a system. It’s a strategy, a design pattern, and increasingly, a platform for human connection. This book was born from real-world lessons — hard-won through implementation, integration, and iteration — across Dynamics 365, Power Platform, and now, Microsoft Copilot. These technologies are transforming how organizations anticipate customer needs, personalized support, and scale intelligent services. But more importantly, they’re reshaping how we architect empathy, context, and trust into every digital touchpoint. In the chapters that follow, you’ll find not just tool overviews, but practical frameworks, architectural blueprints, and field-proven patterns — drawn directly from my experience leading transformation initiatives across industries. You’ll also see real scenarios where: · AI Copilot enhanced service resolution times and agent effectiveness · Power Apps enabled rapid mobile rollout for field teams