Dynamics 365 Application Development电子书

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Copyright and Credits

Dynamics 365 Application Development

Dedication

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Preface

Who this book is for

What this book covers

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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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