دانلود کتاب Microsoft Power Platform Enterprise Architecture: Design tailor-made solutions for architects and decision makers to meet complex business requirements, 2nd Edition

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Cover Copyright Page Contributors Table of Contents Preface Section I: The Basics Chapter 1: Microsoft Power Platform and Microsoft Dynamics 365 Overview Introducing Contoso Inc. Introducing Microsoft Power Platform Introducing the Common Data Model and Microsoft Dataverse Introducing the Common Data Model Introducing Microsoft Dataverse Introducing model-driven apps Introducing canvas apps Introducing Power Automate Introducing Power Virtual Agents Introducing Power BI Introducing On-Premises Data Gateway Introducing AI Builder Introducing Power Pages Introducing Microsoft Dynamics 365 CRM applications Microsoft Dynamics 365 Sales Microsoft Dynamics 365 Marketing Microsoft Dynamics 365 Customer Service Microsoft Dynamics 365 Field Service Microsoft Dynamics 365 Project Operations Introducing Microsoft Dynamics 365 ERP applications Microsoft Dynamics 365 Finance Microsoft Dynamics 365 Supply Chain Management Microsoft Dynamics 365 Commerce Microsoft Dynamics 365 Human Resources Microsoft Dynamics 365 Business Central Introducing Microsoft Dynamics 365 AI, MR, and other modules Microsoft Dynamics 365 Customer Insights Microsoft Dynamics 365 Sales Insights Microsoft Dynamics 365 Connected Spaces Microsoft Dynamics 365 Fraud Protection Microsoft Dynamics 365 Remote Assist Microsoft Dynamics 365 Guides Microsoft Dynamics 365 Product Visualize Microsoft Dynamics 365 Unified Service Desk Microsoft Power Platform licensing overview Contoso Inc. Power Platform commitment Summary Chapter 2: Microsoft 365 and Microsoft Azure Overview Contoso Inc. cloud maturity Introducing Microsoft 365 Introducing Microsoft Office 365 Microsoft Exchange Microsoft SharePoint Microsoft OneDrive Microsoft OneNote Microsoft Teams Microsoft Outlook Microsoft Word Microsoft Excel Overviewing Microsoft Enterprise Mobility + Security Microsoft Intune Microsoft Cloud App Security System Center Configuration Manager Contoso Inc. using Microsoft 365 Introducing Microsoft Azure Introducing Azure Active Directory Introducing Azure Service Bus Introducing Azure Event Hubs Introducing Azure Logic Apps Introducing Azure API Management Introducing Azure Functions Introducing Azure SQL Introducing Azure Cosmos DB Introducing Azure Blob Storage Introducing Azure Synapse Analytics Introducing Azure IoT Hub and Azure IoT Central Introducing Azure Key Vault Introducing Azure DevOps Introducing Azure Monitor Contoso Inc. using Microsoft Azure Microsoft 365 and Microsoft Azure licensing overview Microsoft 365 licensing Microsoft Azure licensing Summary Section II: The Architecture Chapter 3: Understanding the Microsoft Power Platform Architecture Contoso Inc. starts architecting their planned Power Platform solution Understanding the Power Platform architecture Learning about the Microsoft cloud infrastructure Understanding the customer cloud structure User management License management Group management App registration Office 365 Activity Logging Learning about Power Platform technology Understanding Power Platform environments Microsoft Dataverse Microsoft Dataverse for Teams Capacity restrictions Power Platform data connectors Data Loss Prevention policies On-Premises Data Gateway Managed environments Learning about Power BI’s structure Understanding the Power Platform and Dynamics 365 clients Learning about desktop clients Browser client Dynamics 365 App for Outlook Unified Service Desk Omnichannel for Dynamics 365 Customer Service Robotic process automation with Power Automate Desktop flows Understanding mobile clients Learning about Power Platform administration and monitoring Understanding Power Platform administration centers Microsoft Azure portal Microsoft 365 Admin Center Power Platform Admin Center Power BI admin portal Understanding PowerShell administration and monitoring Microsoft 365 administration Power Platform administration Power BI administration PowerShell monitoring Learning about API administration Microsoft 365 administration Power Platform administration Power BI administration Administration and monitoring using Power Automate Administration using Azure DevOps Learning about platform auditing Office 365 Activity Logging Dataverse auditing Understanding application monitoring Presenting architectural best practices Introducing single tenants or multiple tenants Development and testing environments Unsupported integration topology Understanding environment strategies Default environment Developer environment Shared test and production environment Dedicated environment Complex testing Multiple release strategy Product upgrades Other environment types Environment regions Administration and monitoring Contoso Inc. Power Platform architecture Tenant structure Power Platform environments Power Platform clients User groups and licensing Summary Chapter 4: Power Platform Customization and Development Tools and Techniques Contoso Inc. empowering the project team The citizen developer vs. IT pro developer paradigm Introducing the citizen developer The IT pro developer Distinguishing between the citizen developer and the IT pro developer Presenting configuration and customization tools Microsoft Dataverse and model-driven app tools Power Apps Maker Portal Model-driven app designer Introducing XrmToolBox Power Apps Studio Power Pages Studio Power Automate Maker Portal Power Virtual Agents designer AI Builder Dataflows designer Power BI designer tools Power BI Desktop Power BI Builder Power BI service Microsoft AppSource ISV Studio Presenting custom development tools Visual Studio Visual Studio Code Power Apps Command-Line Interface (CLI) Power Platform extensions for Visual Studio NuGet developer tools and assemblies The code generation tool The plug-in registration tool XrmToolBox Postman CRMRestBuilder Testing tools Testing the user interface Testing backend components Using network traffic analyzers Presenting application lifecycle management tools NuGet developer tools and assemblies The configuration migration tool The package deployer tool The solution packager tool Azure DevOps Contoso Inc. project team workplace setup Enabling the core project team Enabling citizen developers Summary Chapter 5: Application Lifecycle Management Contoso Inc. implementing application lifecycle management Understanding application lifecycle management Environment complexity Power Platform solution complexity ALM for the Power Platform Introducing solutions management Overview of solutions Environment variables Solution properties Solution types Unmanaged solution Managed solution Default solution Common Data Services Default Solution Managed properties Forms, views, charts, and dashboards properties Columns properties Tables properties Dependencies and solution segmentation Solution layering Layering behavior Solution dependencies Solution segmentation Patching and updating solutions Solution patch Solution updates Microsoft updates Major Power Platform updates First-party applications updates Power Platform hotfixes Introducing Azure DevOps for the Power Platform Overview of Power Platform Build Tools Helper and quality check tasks Solution tasks Environment tasks Azure DevOps with Power Platform Build Tools Committing a solution to the source control Distributing solutions between development environments Distributing solutions out of development Pipeline versus Release Introducing GitHub for the Power Platform Application lifecycle management for Power BI Environments in Power BI Power BI components Power BI ALM approach Power BI deployment pipelines Application lifecycle management for other solution components Application lifecycle management best practices Solution best practices General practices Unmanaged versus managed Structuring solutions Using segmentation Using source control Solution publishers’ best practices Power BI best practices Contoso Inc. ALM strategy Establishing Azure DevOps Using Power Platform solutions Using Power BI ALM Other ALM decisions Summary Section III: The Implementation Chapter 6: Implementation Approach and Methodologies Contoso Inc. preparing the implementation project Getting an overview of the implementation approach Understanding customer enterprise architecture and environment Data residency requirements Authentication providers Internet restrictions Data protection requirements Learning about project implementation methodologies and tools Understanding programs and projects Understanding project implementation methodologies The waterfall model The agile model The iterative model The combined model Making a project effort estimation Business requirements Custom development Infrastructure requirements Integration Data migration Other efforts Project management tools Microsoft Project Azure DevOps Effort estimators Creating project documentation The project plan The requirements document The solution architecture document The solution/technical design document Other documents Learning about project setup Project types Internal project External project Project roles and responsibilities Central roles and responsibilities Partner roles and responsibilities Customer roles and responsibilities Understanding project phases The preparation phase Identifying demand Studying feasibility Specifying the budget Seeking approval Issuing a Request for Information (RFI) Issuing an RFP/RFQ/RFT Discovery Negotiations Contract The project execution phase Project preparation Project initiation Initial analysis Iterative execution Final testing Solution deployment The operation phase Support transition Operation Decommission Contoso Inc. starting the implementation project Bidding process Project setup and methodology Project plan, tools, and documentation Project setup Summary Chapter 7: Microsoft Power Platform Security Contoso Inc. designing Power Platform solution security Getting an overview of IT security Authentication versus authorization Microsoft cloud authentication and authorization fundamentals Provisioning user identity Assigning licenses Granting authorization Understanding authentication Identity and authentication solutions for internal users Cloud identity approach Password hash synchronization approach Pass-through authentication approach Federation approach Conclusion Authentication features for internal users Conditional access ADFS claim rules Multi-factor authentication Single sign-on options Cross-tenant inbound and outbound restrictions Service authentication for internal users Dataverse authentication Power BI authentication Authentication governance for internal users Dataverse user accounts provisioning governance Dataverse session governance Azure Active Directory guest users Authenticating external users Understanding authorization Authorization in Power Platform Authorization in Dataverse and model-driven apps Fundamentals of Dataverse authorization Setting up basic authorization Standard role-based security Modernized Business Units Group teams Authorizing model-driven app access Hierarchy security Record sharing Access teams Column-level security User interface security Authorization in canvas apps Authorization of apps Authorization of connections Authorization in Power Automate Authorization of background flows Authorization of interactive flows Authorization of desktop flows Authorization in Power BI Authorization in Power Pages Understanding compliance, privacy, and data protection Presenting security best practices Dataverse security roles Modifying security roles Layering of security roles Dataverse content-based security Using business units Using table form switching Using client-side scripting or business rules Using server-side event handlers Integrate security across solution components Dataverse-SharePoint integrated security Dataverse-Power BI integrated security Using identity and access management automation Establishing the Power Platform mature security model Contoso Inc. security architecture Active Directory integration Data Loss Prevention policies Dataverse Other security decisions Summary Chapter 8: Microsoft Power Platform Extensibility Contoso Inc. – designing the Power Platform solution Getting an overview of extensibility Presenting Dataverse and model-driven app extensibility Dataverse standard customization Dataverse data modeling Dataverse user interface design Designing model-driven applications Designing mobile apps Dataverse automation Dataverse business rules Classic Dataverse workflows Dataverse custom actions Dataverse custom APIs Dataverse business process flows Dataverse client-side extensibility Standard custom controls Power Apps Component Framework Web resources Embedding canvas apps Dataverse server-side extensibility Dataverse API interface types Plug-in event handlers Custom workflow actions Azure Service Bus integration Azure Event Hub integration Webhook integration Building external applications Unified Service Desk extensibility Presenting Power Pages extensibility Presenting Power Automate flows Cloud flows Desktop flows Process advisor Presenting canvas apps and Power Automate extensibility Canvas apps and Power Automate customization Power Fx Building custom connectors Presenting Power BI extensibility Power Platform extensibility best practices Dataverse client-side interface extensibility Dataverse server-side extensibility Dataverse API selection Extensibility and automation options Performance impact Contoso Inc. Power Platform solution design Model-driven apps Automations Client-side extensibility Server-side extensibility and integrations Other design decisions Summary Further reading Chapter 9: Microsoft Power Platform Integration Contoso Inc. designing the Power Platform integration Getting an overview of Power Platform integration Integrating with Microsoft 365 and Microsoft Azure Introducing implicit Dynamics 365 integrations Integrations with Microsoft 365 services Integrating with Exchange Integrating with SharePoint Integrating with OneDrive Integrating with Microsoft Teams Integrating with Microsoft OneNote Integrating with Skype/Skype for Business Integrations with Microsoft Azure services Integrating with Azure Blob Storage Integrating with Azure Data Lake/Synapse Analytics Advanced integration scenarios with the Azure Synapse Link for Dataverse Integrating with Azure Logic Apps Integrating with Azure API Management Frontend integration patterns and solution approaches Embedding third-party content into Dataverse Embedding Dataverse content into third-party containers Event-driven and on-demand frontend integration Using Unified Service Desk Backend integration patterns and solution approaches The remote procedure call pattern The relay pattern The publish-subscribe pattern The request-callback pattern Data integration Virtual tables Standard Azure data integrations Integration between Dynamics 365 CRM and ERP Custom backend integrations Other Power Platform integrations Power Virtual Agent and AI Builder Power BI Learning about Power Platform integration best practices Frontend integration Backend integration Contoso Inc. Power Platform integration design Integration with Microsoft 365 and Microsoft Azure Frontend integration Backend integration Summary Chapter 10: Microsoft Power Platform Data Migration Contoso Inc. planning the data migration Getting an overview of data migration Migration as part of integration Migrating consolidated data Advanced migration Understanding the data migration tools and techniques Entering data manually Using Excel files Using the Dataverse data import wizard The Configuration Migration Tool Dataflows with Power Query SQL Server Integration Services Extracting data Transforming data Loading data Azure Data Factory Data migration using code Data migration challenges and best practices Planning and effort estimation Scoping the migration Understanding the impact on storage Compliance considerations Understanding access issues Coping with a lack of knowledge Dealing with a lack of documentation Poor-quality source data Understanding encoding issues Understanding record ownership issues Understanding mapping issues Understanding record relationship issues Understanding business process flow issues Understanding record status issues Setting certain system fields Migrating documents Understanding the importance of the order of migration steps Understanding migration automation Understanding migration performance Resolving API limits Time for migration execution Verifying the data by the customer Contoso Inc. data migration design Summary Appendix Appendix: Best Practices for Solution Architecture Architectural best practices When to use multiple tenants Separate development and testing environments Unsupported integration topology Environment strategies for an enterprise-scale project The shared test and production environment strategy The dedicated environments strategy The complex testing strategy The multiple release strategy The product upgrades strategy Environment regions Administration and monitoring Application lifecycle management best practices Create a specific solution package When to use unmanaged or managed solutions When to use a single solution When to use multiple solutions Component sharing and component libraries Using segmentation Using source control Use one single publisher for all solutions within a project Power BI best practices Security best practices Dataverse security roles Create new custom roles instead of modifying default roles Layer security roles instead of configuring individual roles Dataverse content-based security Using a business unit hierarchy Using table form switching Using server-side event handlers Integrate security across solution components Dataverse-SharePoint integrated security Dataverse-Power BI integrated security How to use identity and access management automation Establishing a Power Platform mature security model Extensibility best practices Optimizing the performance of client-side extensibility Dataverse server-side extensibility When to use which Dataverse API Recapping extensibility and automation options Avoid synchronous workflows and plug-ins Integration best practices Frontend integration Backend integration Data migration best practices Don’t underestimate the project duration Determine the scope of the migration Understand the impact on storage Compliance considerations Start getting physical access to all required systems and solutions early Expect a lack of knowledge about legacy IT systems Include contractual responsibility for the quality of source data Legacy IT systems might have encoding issues Attempt to resolve record ownership issues in the data transformation phase Understanding mapping issues Exclude records with record relationship issues Understanding business process flow issues Understanding record status issues Ascertain whether you need to set certain system fields Migrating documents Follow the order of migration steps Understanding migration automation Understanding migration performance Request the lifting of API limits for large projects Arrange time for the migration execution The customer should verify the quality of all migrated data before the final migration Index