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Sanjaya Prakash Pradhan - Power Platform and Dynamics 365 CE for Absolute Beginners: Configure and Customize Your Business Needs

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Sanjaya Prakash Pradhan Power Platform and Dynamics 365 CE for Absolute Beginners: Configure and Customize Your Business Needs
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Power Platform and Dynamics 365 CE for Absolute Beginners: Configure and Customize Your Business Needs: summary, description and annotation

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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. You will start by learning Microsoft Dataverse concepts followed by Microsoft Canvas Apps, model-driven apps, and PowerApps Portals. You will understand how to work with Power Virtual Agent, Power BI, and Power Automate, and how to use AI in Power Apps. The book provides important integration concepts for Power Apps, Dynamics 365 CE/CRM Apps, and Microsoft Azure. You will know how to customize Dynamics 365 CE/CRM Apps and Power Apps using OOTB capabilities.

After reading this book, you will understand how Microsoft Power Apps and Dynamics 365 CE/CRM Apps can be used, configured, and customized for your business needs using customer data. You will be able to increase efficiency in customer data management and cloud app integrations.

What You Will Learn

  • Get up to speed on the Power platform echo-system and Dynamics 365 architecture
  • Work with Dataverse
  • Understand the Power platform building blocks
  • Select Power Apps to manage customer data
  • Configure and customize Power Apps
  • Design robust cloud flows
  • Integrate Power BI with Dynamics 365 CE/CRM Apps
  • Understand the core apps in Dynamics 365 CE/CRM
  • Use AI in Power Apps

Who This Book Is For

Functional consultants/business analysts, technical consultants/solution architects in Power Apps and Dynamics 365 CE/CRM; and beginners who want to start a career in Power Apps and Dynamics 365 CE/CRM with easy English terms

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Book cover of Power Platform and Dynamics 365 CE for Absolute Beginners - photo 1
Book cover of Power Platform and Dynamics 365 CE for Absolute Beginners
Sanjaya Prakash Pradhan
Power Platform and Dynamics 365 CE for Absolute Beginners
Configure and Customize Your Business Needs
The Apress logo Sanjaya Prakash Pradhan Ganjam Odisha India ISBN - photo 2

The Apress logo.

Sanjaya Prakash Pradhan
Ganjam, Odisha, India
ISBN 978-1-4842-8599-2 e-ISBN 978-1-4842-8600-5
https://doi.org/10.1007/978-1-4842-8600-5
Sanjaya Prakash Pradhan 2022
This work is subject to copyright. All rights are solely and exclusively licensed by the Publisher, whether the whole or part of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission or information storage and retrieval, electronic adaptation, computer software, or by similar or dissimilar methodology now known or hereafter developed.
The use of general descriptive names, registered names, trademarks, service marks, etc. in this publication does not imply, even in the absence of a specific statement, that such names are exempt from the relevant protective laws and regulations and therefore free for general use.
The publisher, the authors, and the editors are safe to assume that the advice and information in this book are believed to be true and accurate at the date of publication. Neither the publisher nor the authors or the editors give a warranty, expressed or implied, with respect to the material contained herein or for any errors or omissions that may have been made. The publisher remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

This Apress imprint is published by the registered company APress Media, LLC, part of Springer Nature.

The registered company address is: 1 New York Plaza, New York, NY 10004, U.S.A.

I dedicate this book to

My father, for being my teacher during every step

My mother and my wife, for being my constant motivators

And finally to God, for his choicest blessings. Also I cannot forget my beloved Microsoft Dynamics community.

This book is for you all

Introduction

This book is for users and developers who are starting a career in Power Apps and Dynamics 365. If you dont have any idea about how to work with Dynamics 365 and Power Platform, this is the book for you.

This book covers end-to-end, live projects with practice scenarios so that you can run through scenarios after learning about the topic at hand.

This is a hands-on manual for developing production-ready Power Apps and services. Youll do this by leveraging the rich ecosystem of the Power Platform less-code, no-code concept and Dynamics 365. This is important because real applications require many components, including security, deployment, customization, configuration, extensions, and more.

This book will give you practical, hands-on experience with the Dataverse, Power Apps, Power Automate, Power BI, Power Virtual Agent, and AI Builder. It also explains configuration and customization of plugins, custom workflows, security matrixes, and duplicate deletion rules with the core modules of Dynamics 365 CE overviews.

Any source code or other supplementary material referenced by the author in this book is available to readers on GitHub (github.com/apress).

Acknowledgments

Thank you to the supporters of my Softchief Learn community. Any accomplishment requires the effort of many people and this work is no different. I thank my wife, whose patience and support was instrumental in accomplishing this task.

The dream of writing a good book is very different from actually finishing one. Since its initial draft, this book has undergone numerous revisions. At each revision, my reviewers provided me with priceless feedback. They continuously contributed, which has allowed the book to grow by adding fresh perspectives and refining existing ones.

I owe a debt of gratitude to every one of my reviewers, who contributed greatly with insightful comments, helpful suggestions, and insightful criticism of the draft chapters throughout the publication of this book. All of my reviewers are subject matter experts and leaders in their respective fields. Without their assistance, my writing would not have developed into the book you are currently reading.

I convey my gratitude to all the wonderful people Ive encountered in my Microsoft Dynamics 365 and Power Platform career. These people supported, mentored, and trusted me with new challenges, helped me to find mistakes, and pushed my limits.

Table of Contents
About the Author
Sanjaya Prakash Pradhan
A photograph of Sanjaya Prakash Pradhan is a Microsoft Dynamics 365 and Power - photo 3

A photograph of Sanjaya Prakash Pradhan.

is a Microsoft Dynamics 365 and Power Apps Business Applications MVP, as well as a Microsoft Certified Trainer (MCT) in Dynamics 365 CE and Power Apps. He is an experienced senior technical consultant, with 13+ years of experience in consulting and training. He has worked on numerous business system implementations. Sanjaya is currently working as a research and development industry solutions lead in an established worldwide business applications practice. Having led software projects in numerous industries, including BFS, healthcare, retail, and the public sector, he now works across all areas of the project lifecycle, from demonstrations to design, architecture, documentation, customization, and development. Sanjaya gets involved in the technical community by leading the Power Platform and Dynamics 365 user group in India, running technical events, and presenting technical and functional topics at conferences around the world. He is an MVP, MCT, community director, UG lead, speaker, trainer, blogger, author, podcaster, business advisor, and senior solution architect.
About the Technical Reviewer
Sanjaya Yapa
A photograph of Sanjaya Yapa currently works as a Microsoft Dynamics CEFS - photo 4

A photograph of Sanjaya Yapa.

currently works as a Microsoft Dynamics CE/FS Solution Architect in Melbourne, Australia. He has more than 15 years of experience in the industry. He has been working with various Microsoft technologies since 2005 and possesses a wealth of experience in software development, team leadership, product management, and consultancy. He specializes in Power Platform, Dynamics 365 Customer Engagement, Field Services, Marketing, Azure Solution Development, and Application Lifecycle Management. Sanjaya is the author of Customizing Dynamics 365 (Apress) and Getting Started with Dynamics 365 Portals (Apress), and the co-author of Dynamics 365 Field Services (Apress) and Effective Team Management with VSTS and TFS (Apress).
The Author(s), under exclusive license to APress Media, LLC, part of Springer Nature 2022
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