Name: Dynamics 365 Application Development
Author: Deepesh Somani Nishant Rana
ISBN: 9781788399142

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Dynamics 365 Application Development

Deepesh Somani Nishant Rana

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Title Page
Dedication
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Contributors
About the authors
About the reviewer
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Preface
Who this book is for
What this book covers
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Download the example code files
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Conventions used
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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
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Dynamics 365 Application Development