Uploaded on Nov 30, 2024
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Microsoft Dynamics 365 CRM - Dynamics crm online training
Dynamics 365 CRM Canvas
Apps: Empowering
Customization and Flexibility
www.visualpath.in 91-9989971070
What Are Canvas Apps?
Canvas Apps are a feature of Microsoft Power
Apps that allow users to build customized,
visually rich applications using a low-code or no-
code platform. These apps are designed by
dragging and dropping elements onto a canvas
Benefits of Canvas Apps in Dynamics 365 CRM
Customization: Tailored apps for unique
processes.
Ease of Use: Drag-and-drop UI simplifies app
creation.
Integration: Seamlessly integrates with
Dynamics 365 CRM and other data sources.
Accessibility: Apps run on mobile and desktop
devices.
Cost-Efficiency: Reduces development costs
and time.
Key Features
Drag-and-Drop Design
Connectors to Multiple Data Sources
Role-Based Access Control
Rich UX/UI Capabilities
Offline Mode for Mobile Use
AI Builder Integration
Include a visual or GIF showing app-building.
Use Cases for Dynamics 365 CRM Canvas Apps
Sales Management: Customized lead tracking apps.
Customer Support: Streamlined case management.
Inventory Control: Manage and monitor inventory.
Employee Onboarding: Simplified HR workflows.
Field Service: Offline apps for technicians.
Visual: Icons or scenarios showing diverse
applications.
Step-by-Step: Building a Canvas App
Define the app purpose and requirements.
Open Power Apps Studio and select a layout.
Add data sources (e.g., Dynamics 365 CRM, Excel).
Use drag-and-drop to design the UI.
Add functionality using Power Fx expressions.
Test, refine, and publish the app.
Key Considerations
Licensing requirements for Dynamics 365
and Power Apps.
Data security and compliance (GDPR,
etc.).
Training for app users and administrators.
Scalability for future business needs.
Use Cases for Canvas Apps:
o Sales Management: Customized lead-tracking tools
integrated with Dynamics CRM.
o Field Services: Offline apps for technicians to access and
update service data.
o Inventory Control: Apps for real-time stock monitoring
and management.
Conclusion
Canvas Apps simplify custom app
development in Dynamics 365 CRM.
They enhance productivity, adaptability,
and user satisfaction.
Call-to-Action: Encourage learning with
Dynamics 365 CRM Canvas Apps
Training or Power Apps Training.
For More Information About
Microsoft Dynamics CRM
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Ameerpet, Hyderabad-16
Ph. No : +91-9989971070
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