Add a Kanban view into Opportunities to your Dynamics 365 Sales.
With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You'll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you'll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you'll delve into core administration concepts that will help you to manage extensions added to the platform. By the end of this book, you'll have learned how to tailor Microsoft Dynamics 365 to fit your organization's requirements and tweak the platform to meet your business needs.
While the Power Platform provides a large number of connectors out of the box and available to use, there will be times when you need to connect to a data source that does not have a connector available.
Recently I was asked to create a reservation system for a client. The actual use case is not too complex, but it requires a public front end for non-organization users to submit a booking request, along with a slew of management and approval options for the back-office user. So I said to myself “yep, that... Continue Reading →