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

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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