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Dynamics 365 Application Development
Thisbooktargetsskilleddeveloperswhoarelookingtobuildbusiness-solutionsoftwareandarenewtoapplicationdevelopmentinMicrosoftDynamics365,especiallyforCRM.
最新章節
- Leave a review - let other readers know what you think
- Other Books You May Enjoy
- Summary
- Configuring Dynamics 365 Connector for LinkedIn Lead Gen Forms
- Configuring Dynamics 365 Live Assist
- Configuring Email Engagement
品牌:中圖公司
上架時間:2021-06-30 18:30:49
出版社:Packt Publishing
本書數字版權由中圖公司提供,并由其授權上海閱文信息技術有限公司制作發行
- Leave a review - let other readers know what you think 更新時間:2021-06-30 19:10:17
- Other Books You May Enjoy
- Summary
- Configuring Dynamics 365 Connector for LinkedIn Lead Gen Forms
- Configuring Dynamics 365 Live Assist
- Configuring Email Engagement
- Configuring Auto Capture
- Configuring Relationship Assistant
- Enabling Relationship Insights
- Configuring Relationship Insights
- Configuring Data Export Service
- Exporting Dynamics 365 data using Data Export Service
- Enabling Relevance Search
- Using Relevance Search for improved search experience
- Implementing auto numbering
- Integrating external data using virtual entity
- Understanding the new unified interface
- Defining web resource dependencies
- Doing advanced find with Does Not Contain Data filter
- Selecting multiple options using multiselect option set
- Understanding visual changes introduced in the web client refresh
- Top new features introduced in Dynamics 365
- Other New Features in Dynamics 365
- Summary
- Publishing content and publishing group
- Steps to create and configure Learning Path
- Content Library of Dynamics 365 Learning Path
- Enabling Learning Path in Dynamics 365
- Prerequisites for using the Learning Path
- Learning Path overview
- Train the Users through Learning Path
- Summary
- Monitoring the Text Analytics Service inside the Azure Portal
- Configuring Document Suggestions in Dynamics 365
- Configuring Similar Records Suggestions in Dynamics 365
- Configuring Knowledge Base Suggestions in Dynamics 365
- Connecting Text Analytics API with Dynamics 365
- Enabling Dynamics 365 Microsoft Cognitive Services Integration
- Understanding Microsoft Cognitive Services
- Configure Microsoft Cognitive services
- Summary
- Editable Grid on mobile devices
- Editable Grid and business rules
- Using JavaScript in Editable Grid
- Configuring editable sub-grid for forms
- Configuring editable grids for main entity views
- Supported and unsupported data types by Editable Grid
- Web only
- Tablet/phone only
- Web/tablet/phone
- Supported out-of-the-box entities
- Entities and views supported by Editable Grid
- Prerequisite and security privileges required for configuring Editable Grid
- Overview of Editable Grid in Dynamics 365
- Using Editable Grids in Apps
- Summary
- Writing an event hub listener
- Writing a REST listener
- Writing a two-way listener and an Azure-aware plugin
- Writing a one-way listener
- Writing a topic listener
- Writing a queue listener
- Configuring Dynamics 365 and Azure Service Bus integration
- Understanding different contracts between Dynamics 365 and an Azure solution
- Understanding the Azure-aware plugin
- Understanding Dynamics 365 and Azure Service Bus
- Introduction to Microsoft Azure Service Bus
- Understanding Azure integration with Dynamics 365
- Leverage Azure Extensions in Dynamics 365
- Summary
- Updates for Web API in Dynamics 365 in version 9.0
- Retrieving metadata using Web API
- Impersonation in Dynamics 365 Web API
- CRUD operations using Dynamics 365 Web API
- Standard query options
- Querying data using Dynamics 365 Web API
- Web API URL and versions
- Working with XMLHttpRequest in Dynamics 365 Web API
- Single Page Applications
- JavaScript web resources
- Getting started with Dynamics 365 Web API (client-side JavaScript)
- Develop Apps using Web API
- Summary
- Dynamics 365 Workflow versus Microsoft Flow
- Creating a Dynamics 365 Flow
- Understanding Microsoft Flow in the context of Dynamics 365
- Understanding the different components of a Flow
- Choosing the right Microsoft Flow plan
- Getting to know Microsoft Flow
- Automate Business Processes Using Microsoft Flow
- Summary
- Customizing PowerApps
- Creating a custom entity
- Creating PowerApps using Common Data Connection
- Common Data Service
- Running PowerApps on a mobile or tablet device
- Creating a PowerApps for case entity
- Creating PowerApps using Dynamics 365 data
- PowerApps designer
- Fetching on-premises data for PowerApps
- Managing data for PowerApps
- Connectors in PowerApps
- Prerequisite for designing PowerApps
- Overview of PowerApps in Dynamics 365
- Creating Custom Business Apps
- Summary
- A few key points about business rules
- Using Business Rule (Text View) to read through the business rule
- Navigating easily using Minimap
- Set zoom level and Fit to Canvas for ease of readability
- Taking a snapshot of the business rule
- Deleting the component
- Cut copy and paste the component
- Additional features of Business Rule Designer
- Recommendation in action
- Taking actions for conditions using action components
- Specifying conditions using condition components
- Getting to know the new Business Rule Designer
- Evolution of business rules
- Define Business Rules Using Business Rule Designer
- Summary
- Creating a task flow
- Components of Task Flow
- Understanding task flows
- Editing a Business Process Flow
- Creating a Business Process Flow
- Overview of Business Process Flow designer
- Prerequisites and security roles required for creating a Business Process Flow
- Understanding the Business Process Flow users interface
- Overview of Business Process Flow
- Define Processes Using Visual Process Designer
- Summary
- Web browser and OS support for App Designer
- Deleting an app
- Importing and exporting an app
- Editing an existing app
- Securing an app
- Using the custom app
- Understanding the App Designer interface and adding components to the app
- Understanding the app properties and designer interface
- Configuring Dynamics 365 apps
- Privileges required for configuring apps
- Overview of apps in Dynamics 365
- Design Apps Using App Module Designer
- Summary
- Supported clients
- Site map editors
- Editing the site map and support for clients
- Passing parameters to a URL from the site map
- Hiding a Subarea component in the site map
- Adding a Subarea component in the site map
- Saving validating and publishing changes in the site map
- Organizing a component within the site map
- Deleting a component from the site map
- Cloning a component to the site map
- Cutting copying and pasting a component to the site map
- Adding a component to the site map
- Editing an existing component in the site map
- Common operations using Site Map Designer
- Getting to know the area group and subarea properties
- Understanding components in the site map
- Overview of Site Map Designer
- Overview of the site map
- Customize Application Navigation
- Reviews
- Get in touch
- Conventions used
- Download the color images
- Download the example code files
- To get the most out of this book
- What this book covers
- Who this book is for
- Preface
- Packt is searching for authors like you
- About the reviewer
- About the authors
- Contributors
- PacktPub.com
- Why subscribe?
- Packt Upsell
- Dedication
- Title Page
- coverpage
- coverpage
- Title Page
- 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 更新時間:2021-06-30 19:10:17