Dynamics 365 Application Development by Rana, Nishant -- Read -- Imperial Library of Trantor

Index

Title Page Copyright and Credits

Dynamics 365 Application Development

Dedication Packt Upsell

Why subscribe? PacktPub.com

Contributors

About the authors About the reviewer Packt is searching for authors like you

Preface

Who this book is for What this book covers To get the most out of this book

Download the example code files Download the color images Conventions used

Get in touch

Reviews

Customize Application Navigation

Overview of the site map

Overview of Site Map Designer Understanding components in the site map Getting to know the area, group, and subarea properties

Common operations using Site Map Designer

Editing an existing component in the site map Adding a component to the site map Cutting, copying, and pasting a component to the site map Cloning a component to the site map Deleting a component from the site map Organizing a component within the site map Saving, validating, and publishing changes in the site map Adding a Subarea component in the site map Hiding a Subarea component in the site map Passing parameters to a URL from the site map

Editing the site map and support for clients

Site map editors Supported clients

Summary

Design Apps Using App Module Designer

Overview of apps in Dynamics 365 Privileges required for configuring apps Configuring Dynamics 365 apps Understanding the app properties and designer interface Understanding the App Designer interface and adding components to the app Using the custom app Securing an app Editing an existing app Importing and exporting an app Deleting an app Web browser and OS support for App Designer Summary

Define Processes Using Visual Process Designer

Overview of Business Process Flow Understanding the Business Process Flow users interface Prerequisites and security roles required for creating a Business Process Flow Overview of Business Process Flow designer Creating a Business Process Flow Editing a Business Process Flow Understanding task flows Components of Task Flow Creating a task flow Summary

Define Business Rules Using Business Rule Designer

Evolution of business rules Getting to know the new Business Rule Designer

Specifying conditions using condition components Taking actions for conditions using action components

Recommendation in action

Additional features of Business Rule Designer

Cut, copy, and paste the component Deleting the component Taking a snapshot of the business rule Set zoom level and Fit to Canvas for ease of readability Navigating easily using Minimap Using Business Rule (Text View) to read through the business rule

A few key points about business rules Summary

Creating Custom Business Apps

Overview of PowerApps in Dynamics 365 Prerequisite for designing PowerApps Connectors in PowerApps Managing data for PowerApps Fetching on-premises data for PowerApps PowerApps designer Creating PowerApps using Dynamics 365 data Creating a PowerApps for case entity Running PowerApps on a mobile or tablet device Common Data Service Creating PowerApps using Common Data Connection Creating a custom entity Customizing PowerApps Summary

Automate Business Processes Using Microsoft Flow

Getting to know Microsoft Flow

Choosing the right Microsoft Flow plan Understanding the different components of a Flow

Understanding Microsoft Flow in the context of Dynamics 365

Creating a Dynamics 365 Flow

Dynamics 365 Workflow versus Microsoft Flow Summary

Develop Apps using Web API

Getting started with Dynamics 365 Web API (client-side JavaScript)

JavaScript web resources

Single Page Applications Working with XMLHttpRequest in Dynamics 365 Web API Web API URL and versions Querying data using Dynamics 365 Web API Standard query options CRUD operations using Dynamics 365 Web API Impersonation in Dynamics 365 Web API Retrieving metadata using Web API Updates for Web API in Dynamics 365 in version 9.0

Summary

Leverage Azure Extensions in Dynamics 365

Understanding Azure integration with Dynamics 365

Introduction to Microsoft Azure Service Bus Understanding Dynamics 365 and Azure Service Bus

Understanding the Azure-aware plugin Understanding different contracts between Dynamics 365 and an Azure solution

Configuring Dynamics 365 and Azure Service Bus integration

Writing a queue listener Writing a topic listener Writing a one-way listener Writing a two-way listener and an Azure-aware plugin Writing a REST listener Writing an event hub listener

Summary

Using Editable Grids in Apps

Overview of Editable Grid in Dynamics 365 Prerequisite and security privileges required for configuring Editable Grid Entities and views supported by Editable Grid Supported out-of-the-box entities

Web/tablet/phone Tablet/phone only Web only

Supported and unsupported data types by Editable Grid Configuring editable grids for main entity views Configuring editable sub-grid for forms Using JavaScript in Editable Grid Editable Grid and business rules Editable Grid on mobile devices Summary

Configure Microsoft Cognitive services

Understanding Microsoft Cognitive Services

Enabling Dynamics 365 Microsoft Cognitive Services Integration Connecting Text Analytics API with Dynamics 365

Configuring Knowledge Base Suggestions in Dynamics 365 Configuring Similar Records Suggestions in Dynamics 365 Configuring Document Suggestions in Dynamics 365 Monitoring the Text Analytics Service inside the Azure Portal Summary

Train the Users through Learning Path

Learning Path overview Prerequisites for using the Learning Path Enabling Learning Path in Dynamics 365 Content Library of Dynamics 365 Learning Path Steps to create and configure Learning Path Publishing content and publishing group Summary

Other New Features in Dynamics 365

Top new features introduced in Dynamics 365

Understanding visual changes introduced in the web client refresh Selecting multiple options using multiselect option set Doing advanced find with Does Not Contain Data filter Defining web resource dependencies Understanding the new unified interface Integrating external data using virtual entity Implementing auto numbering Using Relevance Search for improved search experience

Enabling Relevance Search

Exporting Dynamics 365 data using Data Export Service

Configuring Data Export Service

Configuring Relationship Insights

Enabling Relationship Insights Configuring Relationship Assistant Configuring Auto Capture Configuring Email Engagement

Configuring Dynamics 365 Live Assist Configuring Dynamics 365 Connector for LinkedIn Lead Gen Forms

Summary

Other Books You May Enjoy

Leave a review - let other readers know what you think

← Prev
Back
Next →

← Prev
Back
Next →