Dynamics 365 application development : master professional-level CRM application development for Microsoft Dynamics 365 /
Learn, develop, and design applications using the new features in Microsoft Dynamics CRM About This Book Implement business logic using processes, plugins, and client-side scripts with MS Dynamics 365 Develop custom CRM solutions to improve your business applications A comprehensive guide that cover...
| Hauptverfasser: | , |
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| Format: | Licensed eBooks |
| Sprache: | Englisch |
| Veröffentlicht: |
Birmingham, UK :
Packt Publishing,
2018.
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| Online-Zugang: | https://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=1703777 |
Inhaltsangabe:
- Cover
- Title Page
- Copyright and Credits
- Dedication
- Packt Upsell
- Contributors
- Table of Contents
- Preface
- Chapter 1: 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
- Chapter 2: 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
- Chapter 3: 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.
- 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
- Chapter 8: 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
- Chapter 9: 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
- Chapter 10: 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
- Chapter 11: 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
- Chapter 12: 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
- Index.