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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

Designing forms with embedded Power BI reports

Another way we can embed Power BI reports in Dynamics 365 Customer Engagement applications is by embedding a Power BI report in a record. This can be very useful to extend the 360-degree view of the customer, incorporate telemetry data to customer assets, or add an advanced report to a project, for example.

It is worth remembering that Power BI reports may have data from Dynamics 365 Customer Engagement, but also data from other systems where we may have relevant data for the business. By embedding a report, we will be able to pass the context of the record in which we are located, and thus facilitate the consumption and interpretation of the data.

Currently, it is not possible to embed a report in a form through configuration. In other words, there is no no-code option that allows us to embed a report in a form. However, as we have already seen several times, one of the key features of Power Platform is that it allows us to take...

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