Extending Dynamics 365 Customer Engagement Apps with Low Code

A hands-on guide to implementing a low-code approach for customizing Dynamics 365 Customer Engagement applications thereby increasing business productivity and customer value at scale

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 both for internal and external use cases

Book Description

Extending Dynamics 365 Customer Engagement Apps with Low Code covers 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 and real-world scenarios to showcase the magic of extending D365 Customer Engagement 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 will learn different capabilities of Dataverse and Power Apps to extend the native applications. Moving on, you will learn how to embed Power Apps Portals, Model-Driven apps, Canvas apps, and advanced solutions with Power Apps AI Builder. You will also learn Power Automate's capabilities to create new business processes or modify existing ones, as well as incorporate new processes and automation. We will also see how Power Virtual Agents can be implemented in D365 CE apps. We will conclude by integrating Power BI natively with Customer Engagement, thus facilitating the construction of advanced reports and dashboards.

By the end of this book, you will be equipped with hands-on expertise in customizing Customer Engagement apps with Power Platform to deliver more scalable and maintainable solutions.

What you will learn

• Leverage Dataverse and Power Apps capabilities 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 aimed at Dynamics 365 developers, solution architects, technical functional consultants, and pre-sales architects working on Dynamics 365 Customer Engagement and who want to customize and extend their Customer Engagement apps with the power of low-code/no-code technology. You will gain practical experience in using Power Platform components to deliver scalable, maintainable, and intelligent solutions to your clients. Working knowledge of Dynamics 365 and basic knowledge of low-code/no-code technology would be beneficial to 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