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Extending Dynamics 365 Customer Engagement Apps with Low Code

You're reading from   Extending Dynamics 365 Customer Engagement Apps with Low Code Create tailor-made Dynamics 365 CE apps using the powerful low-code capabilities of Power Platform

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Product type Paperback
Published in Jan 2023
Publisher Packt
ISBN-13 9781803232317
Length 342 pages
Edition 1st Edition
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Author (1):
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Nicolás Fernández Nicolás Fernández
Author Profile Icon Nicolás Fernández
Nicolás Fernández
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Table of Contents (21) Chapters Close

Preface 1. Part 1: Introduction of No-Code/Low-Code for Dynamics 365 Customer Engagement
2. Chapter 1: Dynamics 365 Customer Engagement and No-Code/Low-Code FREE CHAPTER 3. Chapter 2: Extending Dynamics 365 Customer Engagement with a No-Code/Low-Code Approach 4. Part 2: Extending Dynamics 365 Customer Engagement Applications
5. Chapter 3: Extending Dynamics 365 Customer Engagement Native Applications 6. Chapter 4: Building Applications with Dynamics 365 Customer Engagement 7. Chapter 5: Dynamics 365 Customer Engagement with Custom Embedded Applications 8. Chapter 6: Extending Your Apps with AI and Mixed Reality 9. Part 3: Building Custom Processes for Dynamics 365 Customer Engagement Applications
10. Chapter 7: Automations in Dynamics 365 Customer Engagement Apps 11. Chapter 8: Working with Data 12. Chapter 9: Integrating Artificial Intelligence into Processes 13. Part 4: No-Code/Low-Code Bots for Dynamics 365 Customer Engagement
14. Chapter 10: Customer-Facing Bots 15. Chapter 11: Enabling Bots to Users 16. Part 5: Working with Advanced Dashboards and Reports with Dynamics 365 Customer Engagement
17. Chapter 12: Reporting Dashboards with Dynamics 365 Customer Engagement Data 18. Chapter 13: Embedded Dashboards and Reports in Dynamics 365 Customer Engagement 19. Index 20. Other Books You May Enjoy

Canvas apps within a model-driven app

Before we dive into how to create a canvas app within a Dynamics 365 Customer Engagement application (or any model-driven app), it is important to understand what options we have first.

When we want to improve the user interface (UI), we have many options to do so without the need for custom development, as we have already mentioned in Chapter 2. Among the options we have is to build canvas apps that will be accessed from the Dynamics 365 Customer Engagement application, with an embedded application experience. For this, we can choose between building a custom page and an embedded canvas app.

Unlike custom pages, embedded canvas apps include a native component that retrieves data from the record in which it is embedded. This is one of the most important differences between the two types of applications. In custom pages, we can enable the context of the registry in which it is launched as a dialog, but for this, we will need to make use of...

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