Power platform and dynamics 365 CE for absolute beginners configure and customize your business needs
This is your complete guide to less-code and no-code theories, along with practical application of Microsoft Power Apps and Dynamics 365 CE/CRM Apps. The book covers topics including the configurations, customizations, and enhancements in Microsoft Power Apps and Dynamics 365 CE/CRM Apps.
| Otros Autores: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
New York :
Apress
[2022]
|
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009676325806719 |
Tabla de Contenidos:
- Intro
- Table Contents
- About the Author
- About the Technical Reviewer
- Acknowledgments
- Introduction
- Chapter 1: Introduction: Microsoft Power Apps
- Understanding Environments
- Understanding the Power Platform Architecture
- Real-World Scenario
- Differences Between Power Apps and Dynamics 365 Apps
- How Power Apps Supports the Less-Code, No-Code Concept
- The Power Fx Concept in Power Apps
- Power Fx Features
- Configuration vs Customization in the Power Platform
- Enhancement Scopes in Power Apps
- Integration Concepts in Power Apps
- Sample Domain and Project Analysis
- Subscribing to the 30-Day Free Trial Environment
- Summary
- Chapter 2: Working with Microsoft Dataverse
- Understanding Power Apps Solutions
- Versions in Solution
- Create a New Solution
- Managed Properties
- Publish the Solution
- Solution Patches
- Cloning Solutions
- Export and Import Solutions
- Upgrade
- Stage for Upgrade
- Update
- Working with Table Configurations and Settings
- Table Types
- Record Ownership
- Table Configurations
- Types of Tables
- Create a New Table
- Requirements
- Working with Columns, Datatypes, Calculated Fields, and Rollup Fields
- System Columns vs. Custom Columns
- Datatypes
- Calculated Fields
- Rollup Fields
- Auto-Number Columns in the Dataverse
- Configuring Relationships and Relationship Behaviors
- Relationship Behavior
- Working with Business Rules
- Scope of Business Rules
- Create a Business Rule
- Configure Views for Tables
- Create a Custom View
- Table Forms Design and Layouts
- Form Security
- Enable Fallback Form
- Create New Forms
- Edit Student Main Form
- Chart Configuration and Dashboard Pinning
- Create a Chart
- Dashboards
- Create a Dashboard
- Configure Table-Specific Dashboards
- Concepts of Alternate Keys
- Working with Data in the Dataverse.
- Business Scenario, Use Cases, and Implementation
- Summary
- Chapter 3: Working with Microsoft Power Apps
- Model-Driven Apps
- Canvas Apps
- Power Portals
- Working with Canvas Apps in Detail
- Features of Canvas Apps
- Build Your First Canvas App
- Create a New Dataverse Record from the Canvas App
- Edit Existing Records in a Canvas App
- Delete an Existing Record in a Canvas App
- View More Details about a Dataverse Record
- Connect an External Datasource in a Canvas App
- Variables in Canvas Apps
- Power Fx for Power Apps
- Examples of Power Fx
- Working with Model-Driven Apps
- Configure a Model-Driven App
- Power Portal Concepts and Design with Deployment
- Create a Portal in Power Apps
- Portal Authentication
- The Local Authentication Process (Not Recommended)
- Portal Authorization
- Create a Web Role
- Create a Table Permission
- Portal Web Page Architecture
- Create a Web Template
- Create a Page Template
- Create a Web Page
- Portal Menu
- Display a Dataverse Record on a Portal Page
- Edit Dataverse Record from the Portal Page
- View More about Record
- Delete Dataverse Records from the Portal
- Create a New Record in the Dataverse from the Portal
- Form Validations and Client Scripts in Power Portal
- Liquid Codes in Power Portal
- CSS in Power Portal
- Manage Power Apps
- Business Scenarios and Implementations
- Summary
- Chapter 4: Working with Power Automate
- Power Automate's Building Blocks
- Features of Power Automate
- Connectors in Power Automate
- Types of Flows and Uses
- Configure an Automated Cloud Flow
- Business Scenario
- Solution
- Step 1: Use the Solution to Create a Flow
- Step 2: Configure the Trigger
- Step 3: Add a Filter Expression to the Trigger
- Step 4: Get the Current User Manager
- Step 5: Send an Email
- Configure an Instant Cloud Flow.
- Create an Instant Flow by Navigating to Power Automate
- Configure a Scheduled Cloud Flow
- Step 1: Create a Scheduled Flow by Navigating to Power Automate
- Step 2: Connect to the Dataverse to Get Students
- Configure a Business Process Flow
- Step 1: Use the Solution to Create a BPF
- Step 2: Edit the Stages
- Configure a Desktop Flow
- Dynamic Values and Expressions in Flows
- Create an Instant Flow in Power Automate
- Using Variables, Loops, and Conditions
- Working with Variables and Conditions
- Working with Loops
- Working with Approvals in Power Automate
- Step 1: Add an Automated Cloud Flow
- Approval Types
- Step 2: Check the Approval Status
- Business Scenarios, Use Cases, and Implementations
- Summary
- Chapter 5: Working with Power Virtual Agent
- The Power Virtual Agent
- Build Bots Quickly and Easily
- Deploy Across Channels and Languages
- Scale Securely with Centralized Management
- Improve Your Bots Over Time
- Building Blocks of Power Virtual Agents
- Configure a Sample Power Virtual Agent
- Step 1: Create a Chatbot from Power Apps
- Step 2: Edit Actions in the Greetings Topic
- Step 3: Configure the Ask a Question Action in the Chatbot
- Step 4: Add a Conditional Check to the Chatbot
- Step 5: Call the Power Automate Flow from the Chatbot
- Deploying Power Virtual Agent in Public Websites/Portals
- Business Scenarios, Use Cases, and Implementations
- Summary
- Chapter 6: Working with Power BI and Dynamics 365 Apps
- Building Blocks of Power BI, Datasources, Reports, and Dashboards
- Connect Online Datasources to Use in Power BI
- Step 1: Create a Workspace
- Step 2: Connect a Datasource
- Step 3: Create a Report from the Dataset
- Step 4: Pin Reports to a Dashboard
- Step 5: Connect to Dataverse Tables in Power BI
- Connect an On-Premise Datasource to Use in Power BI.
- Configure Schedule Refreshes for the Datasets
- Integrate Power BI with Dynamics 365 CE Apps
- Business Scenarios, Use Cases, and Implementations
- Summary
- Chapter 7: Working with AI Builder
- The Concept of the AI Builder
- Types of AI Builder Models
- Form Processing Models
- Step 1: Create a Custom Model
- Step 2: Map Fields in the PDF for All Five Documents
- Use AI Builder in Power Automate and Canvas Apps
- Object Detection Models
- Use the Object Detect AI Builder in Canvas Apps
- Business Scenarios, Use Cases, and Implementations
- Summary
- Chapter 8: Working with Power App Configurations
- Admin Centers and Their Uses
- Personalization Settings
- Set the Default Pane Option
- Change Record Count Per Page in Views
- Time Zone and Default Currency Setup
- Email Templates and Signatures
- Advanced Settings
- Data Import in Power Apps
- Step 1: Prepare a Raw Excel Sheet
- Step 2: Upload a CSV File
- Step 3: Map an Entity and its Fields
- Configure Duplicate Detection Rules
- Configure the Auditing Feature in Power Apps
- Enable the Global Audit Settings
- Enable an Audit at the Entity Level
- Add Users to Environments
- Step 1: Open the Admin Center and Add a User
- Security Matrix and Configurations
- Business Unit (BU)
- Privileges
- Access Levels/Depths
- Security Role
- Field Security
- Configure Workflows and Concepts
- Create a Background Workflow
- Define Basic Info About the Workflow
- Configure Custom Actions
- Create a Custom Action
- Configure Reports in Power Apps
- Step 1: Add a Report Component to the Solution
- Step 2: Configure the Report
- Step 3: Configure the Criteria
- Step 4: Configure the Layout Fields and Use Grouping
- Step 5: Configure the Report Format
- Install Multiple Languages in Environments
- Working with Translations
- Working with a Document Template.
- Step 1: Download a Template
- Step 2: Edit the Template Using Developer Mode
- Step 3: Upload the Template
- Step 4: Generate the Template
- Summary
- Chapter 9: Working with Power Apps Customizations
- Working with Client-Side JavaScript in Power Apps
- Events
- Event Handlers
- Libraries
- Form Context
- Business Scenario
- Step 1: Write the Script
- Step 2: Upload the Script as a Web Resource
- Step 3: Add an Event Handler
- Develop Plugins for Power Apps
- Event Pipeline Execution Model
- Develop a Plugin Step-by-Step
- Step 1: Create a Class Library Project
- Step 2: Add the Required Microsoft SDK Binaries
- Step 3: Define the Required Objects
- Step 4: Implement the Core Logic
- Step 5: Sign in to Assembly
- Step 6: Register the Plugin
- Step 7: Add the Plugin Steps
- Step 8: Test the Plugin
- Plugin Impersonation
- Plugin Images
- Storing Plugin Configuration Data Settings
- Shared Variables
- Develop Custom Workflow Activities in Power Apps
- Step 1: Create a Class Library Project
- Step 2: Add the Required Microsoft SDK
- Step 3: Use the Required Objects
- Step 4: Implement the Core Logic
- Step 5: Register the Custom Workflow
- Step 6: Create a Workflow to Call a Custom Workflow
- Step 7: Test a Custom Workflow Activity
- Edit the Command Bar
- Step 1: Add a Command Button to the Main Form
- Step 2: Create a JS Web Resource to Call on Button Click
- Business Scenarios and Implementations
- Summary
- Chapter 10: Working with Integrations for Power Apps and Dynamics 365
- Integrating Outlook with Power Apps
- Step 1: Determine Whether Your Organization Has an Office 365 Enterprise Subscription
- Step 2: Log In to Dynamics 365 CE and Enable Server-Side Synchronization
- Step 3: Configure the Mailbox
- Step 4: Install the Dynamics 365 App for Microsoft Outlook by Administer.
- SharePoint Integration with Power Apps.
