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Dynamics 365 Application Development : Master professional-level CRM application development for Microsoft Dynamics 365.
Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of update...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Otros Autores: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Birmingham :
Packt Publishing,
2018.
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| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- 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.