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

Product type Paperback

Published in Jan 2023

Publisher Packt

ISBN-13 9781803232317

Length 342 pages

Edition 1st Edition

Tools

Dynamics 365

Concepts

Application Development

Author (1):

Nicolás Fernández

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Table of Contents (21) Chapters

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

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Reporting Dashboards with Dynamics 365 Customer Engagement Data

Power BI is the Power Platform solution that we will use for data exploitation via datasets, reports, and dashboards, which we will be able to create easily. Dynamics 365 Customer Engagement applications, being built on Dataverse, offer us the possibility to easily integrate with Power BI, and thus extend the native capabilities of reporting and analytics. To help us accelerate the creation of advanced reports, Microsoft offers several templates for data mining Dynamics 365 Customer Engagement applications.

In this chapter, we will learn how to connect Dynamics 365 Customer Engagement with Power BI, and the initial steps for creating reports and dashboards.

By the end of this chapter, you will have connected Dynamics 365 Customer Engagement with Power BI, and you will have created your first reports.

In this chapter, we will cover the following topics: