Power Platform and Dynamics 365 CE for Absolute Beginners: Configure and Customize Your Business Needs

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
		Step 1: Open the Office Portal and SharePoint
		Step 2: Configure the SharePoint Option in the Dynamics 365 CE Document Management Option
		Step 3: Enable the SharePoint Document Setting for Entities
		Step 4: Store a Document in SharePoint
	OneDrive Business Integration with Power Apps
		Step 1: Enable the Integration Settings in Dynamics 365 CE
		Step 2: Go to an Account Record and Upload a Document to OneDrive
	Azure Integration with Power Apps
		Step 1: Create a Service Bus in Azure
		Step 2: Create a Queue Inside the Service Bus
		Step 3: Create Steps in the Plugin Registration Tool for Integration
		Step 4: Create a Logic App to Read the Message and Send to Email
		Step 5: Test the Integration
	Business Scenarios and Implementations
		 Summary
Chapter 11: Dynamics 365 CE Core Apps
	Sales Hub App Lifecycle
		Lead Capture
		Contact Setup
			Notes
		Account Setup
			Notes
		Competitor Setup
		Opportunity Management
		Product Catalog
		Quote Management
		Order Management
		Invoice Management
		Goal Management
	Customer Service Hub App Lifecycle
		Cases
		Service Activities and Calendar
			SLA (Service Line Agreement)
			Queues
			Knowledgebase
			Entitlements
	Marketing (Legacy) App Concept and Lifecycle
		Marketing List
		Campaign
		Campaign Activities
		Targeted Products
		Sales Literature
		Campaign Response
		Lead Capture/Opportunity Creation
	Field Service App Lifecycle
		Work Orders
		Bookings
		Schedule Board
		Resource Requirements
		Requirement Group
	Project Service Automation Lifecycle
		Project Service Automation Capabilities
		Efficient Project Management
		Resources Optimization
		Forecast Project Profitability
		Facilitates Innovation
		Summary
	Next Steps
	Best Learning Links
Index