Index

A

• Access Control Service (ACS) / Understanding Dynamics 365 and Azure Service Bus
• action components
  • used, for taking actions for conditions / Taking actions for conditions using action components
• app configuration
  • privilege requisites / Privileges required for configuring apps
• App Designer
  • web browser / Web browser and OS support for App Designer
  • OS support / Web browser and OS support for App Designer
• App Designer interface / Understanding the App Designer interface and adding components to the app
• app properties / Understanding the app properties and designer interface
• area / Getting to know the area, group, and subarea properties
• auto numbering / Implementing auto numbering
• Azure Management portal
  • reference / Configuring Dynamics 365 and Azure Service Bus integration
• Azure PowerShell Extension
  • reference / Configuring Data Export Service
• Azure SDK Version 1.7
  • reference / Understanding different contracts between Dynamics 365 and an Azure solution
• Azure Search
  • reference / Using Relevance Search for improved search experience

B

• Business Process Flow
  • overview / Overview of Business Process Flow, Overview of Business Process Flow designer
  • user interface / Understanding the Business Process Flow users interface
  • prerequisites / Prerequisites and security roles required for creating a Business Process Flow
  • creating, security roles / Prerequisites and security roles required for creating a Business Process Flow
  • security roles, creating / Prerequisites and security roles required for creating a Business Process Flow
  • designer components / Overview of Business Process Flow designer
  • creating / Creating a Business Process Flow
  • editing / Editing a Business Process Flow
• Business Rule Designer
  • exploring / Getting to know the new Business Rule Designer
  • conditions, specifying with condition components / Specifying conditions using condition components
  • conditions, specifying with conditions / Specifying conditions using condition components
  • action components, used for taking actions for conditions / Taking actions for conditions using action components
  • features / Additional features of Business Rule Designer
• business rules
  • evolution / Evolution of business rules
  • creating, reference / Evolution of business rules
  • key considerations / A few key points about business rules
  • using / Editable Grid and business rules

C

• Common Data Connection
  • used, for creating PowerApps / Creating PowerApps using Common Data Connection
• Common Data Service
  • about / Common Data Service
  • advantages / Common Data Service
  • standard entity / Common Data Service
  • custom entity / Common Data Service
• components, Microsoft Flow
  • services / Understanding the different components of a Flow
  • triggers / Understanding the different components of a Flow
  • actions / Understanding the different components of a Flow
  • conditions / Understanding the different components of a Flow
  • loops and switch / Understanding the different components of a Flow
• condition components
  • used, for specifying conditions / Specifying conditions using condition components
• connectors, PowerApps
  • standard / Connectors in PowerApps
  • custom / Connectors in PowerApps
• content
  • publishing / Publishing content and publishing group
• content library
  • of Learning Path /  Content Library of Dynamics 365 Learning Path
• contracts, between Dynamics 365 and an Azure solution
  • queue / Understanding different contracts between Dynamics 365 and an Azure solution
  • one-way / Understanding different contracts between Dynamics 365 and an Azure solution
  • two-way / Understanding different contracts between Dynamics 365 and an Azure solution
• Cross-Origin Resource Sharing (CORS) / Single Page Applications
• custom connectors
  • reference / Getting to know Microsoft Flow
• custom entity
  • creating / Creating a custom entity
• custom fields / Common Data Service

D

• Data Export Service
  • used, for exporting Dynamics 365 / Exporting Dynamics 365 data using Data Export Service
  • configuring / Configuring Data Export Service
• designer interface / Understanding the app properties and designer interface
• Document Suggestions
  • configuring / Configuring Document Suggestions in Dynamics 365
• Does Not Contain Data filter
  • used, for performing advanced filter / Doing advanced find with Does Not Contain Data filter
• Dynamics 365
  • reference / Overview of the site map, Understanding Microsoft Flow in the context of Dynamics 365
  • apps, overview / Overview of apps in Dynamics 365
  • PowerApps / Overview of PowerApps in Dynamics 365
  • Microsoft Flow / Understanding Microsoft Flow in the context of Dynamics 365
  • and Azure integration / Understanding Azure integration with Dynamics 365
  • and Azure Service Bus / Understanding Dynamics 365 and Azure Service Bus
  • and Azure Service Bus integration, configuring / Configuring Dynamics 365 and Azure Service Bus integration
  • queue listener, writing / Writing a queue listener
  • topic listener, writing / Writing a topic listener
  • one-way listener, writing / Writing a one-way listener
  • two-way listener, writing / Writing a two-way listener and an Azure-aware plugin
  • Azure-aware plugin, writing / Writing a two-way listener and an Azure-aware plugin
  • REST listener, writing / Writing a REST listener
  • event hub listener, writing / Writing an event hub listener
  • Editable Grid / Overview of Editable Grid in Dynamics 365
  • connecting, with Text Analytics API / Connecting Text Analytics API with Dynamics 365
  • Knowledge Base Suggestions, configuring / Configuring Knowledge Base Suggestions in Dynamics 365
  • Similar Records Suggestions, configuring / Configuring Similar Records Suggestions in Dynamics 365
  • Document Suggestions, configuring / Configuring Document Suggestions in Dynamics 365
  • Learning Path, enabling / Enabling Learning Path in Dynamics 365
  • features / Top new features introduced in Dynamics 365
  • visual changes, in web client refresh / Understanding visual changes introduced in the web client refresh
  • multiple options, selecting with multiselect option set / Selecting multiple options using multiselect option set
  • Does Not Contain Data filter, used for advanced search / Doing advanced find with Does Not Contain Data filter
  • web resource dependencies, defining / Defining web resource dependencies
  • new unified interface / Understanding the new unified interface
  • external data, integrating with virtual entity / Integrating external data using virtual entity
  • auto numbering, implementing / Implementing auto numbering
  • Relevance Search, used for improved search experience / Using Relevance Search for improved search experience
  • data, exporting with Data Export Service / Exporting Dynamics 365 data using Data Export Service
• Dynamics 365 apps
  • configuring / Configuring Dynamics 365 apps
  • components, adding / Understanding the App Designer interface and adding components to the app
  • deleting / Deleting an app
• Dynamics 365 Connector
  • configuring, for LinkedIn Lead Gen Forms / Configuring Dynamics 365 Connector for LinkedIn Lead Gen Forms
• Dynamics 365 data
  • used, for creating PowerApps / Creating PowerApps using Dynamics 365 data
• Dynamics 365 Flow
  • creating / Creating a Dynamics 365 Flow
• Dynamics 365 Live Assist
  • configuring / Configuring Dynamics 365 Live Assist
• Dynamics 365 Microsoft Cognitive Services Integration
  • enabling / Enabling Dynamics 365 Microsoft Cognitive Services Integration
  • Text Analytics API, connecting / Connecting Text Analytics API with Dynamics 365
• Dynamics 365 Web API (client-side JavaScript) / Getting started with Dynamics 365 Web API (client-side JavaScript)
• Dynamics 365 Workflow
  • versus Microsoft Flow / Dynamics 365 Workflow versus Microsoft Flow

E

• eb API (client-side JavaScript) / JavaScript web resources
• Editable Grid
  • overview / Overview of Editable Grid in Dynamics 365
  • configuration, prerequisites / Prerequisite and security privileges required for configuring Editable Grid
  • configuring, security privileges / Prerequisite and security privileges required for configuring Editable Grid
  • supported entities and views / Entities and views supported by Editable Grid
  • unsupported data types / Supported and unsupported data types by Editable Grid
  • supported data types / Supported and unsupported data types by Editable Grid
  • configuring, for main entity views / Configuring editable grids for main entity views
  • JavaScript, using / Using JavaScript in Editable Grid
  • and business rules / Editable Grid and business rules
  • creating, on mobile device / Editable Grid on mobile devices
• editable sub-grid
  • configuring, for forms / Configuring editable sub-grid for forms
• event processor host
  • reference / Writing an event hub listener
• existing app
  • editing / Editing an existing app

F

• features, Business Rule Designer
  • component, cutting / Cut, copy, and paste the component
  • component, pasting / Cut, copy, and paste the component
  • component, copying / Cut, copy, and paste the component
  • component, deleting / Deleting the component
  • business rule snapshot, taking / Taking a snapshot of the business rule
  • Fit to Canvas feature / Set zoom level and Fit to Canvas for ease of readability
  • zoom level, setting / Set zoom level and Fit to Canvas for ease of readability
  • navigation ease, with Minimap / Navigating easily using Minimap
  • Business Rule (Text View), using / Using Business Rule (Text View) to read through the business rule
• forms
  • editable sub-grid, configuring / Configuring editable sub-grid for forms

G

• group
  • about / Getting to know the area, group, and subarea properties
  • publishing / Publishing content and publishing group

J

• JavaScript web resources
  • about / JavaScript web resources
  • Single Page Applications / Single Page Applications
  • XMLHttpRequest in Dynamics 365 Web API, working with / Working with XMLHttpRequest in Dynamics 365 Web API
  • Web API URL / Web API URL and versions
  • data, querying with Dynamics 365 Web API / Querying data using Dynamics 365 Web API
  • standard query options / Standard query options
  • CRUD operations, with Dynamics 365 Web API / CRUD operations using Dynamics 365 Web API
  • impersonation, in Dynamics 365 Web API / Impersonation in Dynamics 365 Web API
  • metadata, retrieving with Web API / Retrieving metadata using Web API
  • Web API updates in Dynamics 365 version 9.0 / Updates for Web API in Dynamics 365 in version 9.0
• JavScript
  • Editable Grid, using / Using JavaScript in Editable Grid

K

• knowledge APIs
  • reference / Understanding Microsoft Cognitive Services
• Knowledge Base Suggestions
  • configuring / Configuring Knowledge Base Suggestions in Dynamics 365

L

• language APIs
  • reference / Understanding Microsoft Cognitive Services
• Lead Generation app
  • using / Using the custom app
  • securing / Securing an app
  • importing / Importing and exporting an app
  • exporting / Importing and exporting an app
• Learning Path
  • overview / Learning Path overview
  • using, prerequisites / Prerequisites for using the Learning Path
  • enabling / Enabling Learning Path in Dynamics 365
  • content library /  Content Library of Dynamics 365 Learning Path
  • configuring, steps / Steps to create and configure Learning Path
  • creating, steps / Steps to create and configure Learning Path
• line-of-business (LOB) / Introduction to Microsoft Azure Service Bus
• LinkedIn Lead Gen Forms
  • Dynamics 365 Connector, configuring / Configuring Dynamics 365 Connector for LinkedIn Lead Gen Forms

M

• Microsoft Azure
  • integrating, with Dynamics 365 / Understanding Azure integration with Dynamics 365
• Microsoft Azure Portal
  • reference / Connecting Text Analytics API with Dynamics 365
• Microsoft Azure Service Bus
  • about / Introduction to Microsoft Azure Service Bus
  • reference / Introduction to Microsoft Azure Service Bus, Understanding Dynamics 365 and Azure Service Bus
  • Azure-aware plugin / Understanding the Azure-aware plugin
• Microsoft Cognitive Services
  • about / Understanding Microsoft Cognitive Services
  • APIs, reference / Understanding Microsoft Cognitive Services
• Microsoft Cognitive Services APIs
  • vision APIs / Understanding Microsoft Cognitive Services
  • language APIs / Understanding Microsoft Cognitive Services
  • knowledge APIs / Understanding Microsoft Cognitive Services
  • search APIs / Understanding Microsoft Cognitive Services
• Microsoft Dynamics 365 SDK
  • download link / Configuring Dynamics 365 and Azure Service Bus integration
• Microsoft Flow
  • about / Getting to know Microsoft Flow
  • reference / Getting to know Microsoft Flow, Creating a Dynamics 365 Flow
  • on-premise data gateway, reference / Getting to know Microsoft Flow
  • templates, reference / Getting to know Microsoft Flow
  • right plan, selecting / Choosing the right Microsoft Flow plan
  • components / Understanding the different components of a Flow
  • ideas, reference / Understanding the different components of a Flow
  • in, Dynamics 365 / Understanding Microsoft Flow in the context of Dynamics 365
  • creating / Creating a Dynamics 365 Flow
• Minimap component
  • used, for navigation / Navigating easily using Minimap
• mobile device
  • Editable Grid, creating / Editable Grid on mobile devices
• multiselect option set
  • used, for selecting multiple options / Selecting multiple options using multiselect option set

O

• OnChange / Using JavaScript in Editable Grid
• OneDrive for Business
  • enabling, reference / Configuring Document Suggestions in Dynamics 365
• OnRecordSelect / Using JavaScript in Editable Grid
• OnSave / Using JavaScript in Editable Grid

P

• PowerApps
  • overview / Overview of PowerApps in Dynamics 365
  • about / Overview of PowerApps in Dynamics 365
  • designing, prerequisite / Prerequisite for designing PowerApps
  • connectors / Connectors in PowerApps
  • data, managing / Managing data for PowerApps
  • on-premise data, fetching / Fetching on-premises data for PowerApps
  • creating, with Dynamics 365 data / Creating PowerApps using Dynamics 365 data
  • creating, for case entity / Creating a PowerApps for case entity
  • running, on tablet device / Running PowerApps on a mobile or tablet device
  • running, on mobile / Running PowerApps on a mobile or tablet device
  • creating, with Common Data Connection / Creating PowerApps using Common Data Connection
  • reference / Creating a custom entity
  • customizing / Customizing PowerApps
• PowerApps designer
  • about / PowerApps designer
  • screens / PowerApps designer
  • controls / PowerApps designer
• premium connectors
  • reference / Choosing the right Microsoft Flow plan

R

• recommendation action
  • using / Recommendation in action
• Relationship Insights
  • configuring / Configuring Relationship Insights
  • enabling / Enabling Relationship Insights
  • Relationship Assistant, configuring / Configuring Relationship Assistant
  • Auto Capture, configuring / Configuring Auto Capture
  • Email Engagement, configuring / Configuring Email Engagement
• Relevance Search
  • used, for improved search experience / Using Relevance Search for improved search experience
  • enabling / Enabling Relevance Search

S

• search APIs
  • reference / Understanding Microsoft Cognitive Services
• server-side synchronization
  • setup, reference / Configuring Auto Capture
• Shared Access Signature (SAS) / Understanding Dynamics 365 and Azure Service Bus
• SharePoint Integration
  • reference / Configuring Document Suggestions in Dynamics 365
• Similar Records Suggestions
  • configuring / Configuring Similar Records Suggestions in Dynamics 365
• site map
  • overview / Overview of the site map
  • components / Understanding components in the site map
  • existing component, editing / Editing an existing component in the site map
  • component, adding / Adding a component to the site map
  • component, cutting / Cutting, copying, and pasting a component to the site map
  • component, pasting / Cutting, copying, and pasting a component to the site map
  • component, copying / Cutting, copying, and pasting a component to the site map
  • component, cloning / Cloning a component to the site map
  • component, deleting / Deleting a component from the site map
  • component, organizing / Organizing a component within the site map
  • changes, saving / Saving, validating, and publishing changes in the site map
  • changes, validating / Saving, validating, and publishing changes in the site map
  • changes, publishing / Saving, validating, and publishing changes in the site map
  • Subarea component, adding / Adding a Subarea component in the site map
  • Subarea component, hiding / Hiding a Subarea component in the site map
  • parameters, passing to URL / Passing parameters to a URL from the site map
  • editing / Editing the site map and support for clients
  • client support / Editing the site map and support for clients
  • editors / Site map editors
  • supported clients / Supported clients
  • about / Overview of apps in Dynamics 365
• Site Map Designer
  • overview / Overview of Site Map Designer
  • used for common operations / Common operations using Site Map Designer
• standard fields / Common Data Service
• subarea properties / Getting to know the area, group, and subarea properties
• supported out-of-the-box entities
  • web/tablet/phone / Web/tablet/phone
  • about / Web/tablet/phone
  • tablet/phone only / Tablet/phone only
  • web only / Web only
• system fields / Common Data Service

T

• Task Flows
  • about / Understanding task flows
  • components / Components of Task Flow
  • creating / Creating a task flow
• Text Analytics Service
  • monitoring / Monitoring the Text Analytics Service inside the Azure Portal

U

• unified interface / Understanding the new unified interface

V

• virtual entity
  • used, for integrating external data / Integrating external data using virtual entity

W

• web resource dependencies
  • defining / Defining web resource dependencies

X

• XMLHttpRequest (XHR)
  • working with / Working with XMLHttpRequest in Dynamics 365 Web API