Learning Microsoft Power Apps - Helion

ebook

Autor: Arpit Shrivastava
ISBN: 9781098150389
stron: 586, Format: ebook
Data wydania: 2024-07-17
Księgarnia: Helion

Cena książki: 151,87 zł (poprzednio: 208,04 zł)
Oszczędzasz: 27% (-56,17 zł)

Osoby, które kupiły tę książkę, wybierały także »

In today's fast-paced world, more and more organizations require rapid application development with reduced development costs and increased productivity. This practical guide shows application developers how to use PowerApps, Microsoft's no-code/low-code application framework that helps developers speed up development, modernize business processes, and solve tough challenges.

Author Arpit Shrivastava provides a comprehensive overview of designing and building cost-effective applications with Microsoft Power Apps. You'll learn fundamental concepts behind low-code and no-code development, how to build applications using pre-built and blank templates, how to design an app using Copilot AI and drag and drop PowerPoint-like controls, use Excel-like expressions to write business logic for an app, and integrate apps with external data sources.

With this book, you'll:

Learn the importance of no-code/low-code application development
Design mobile/tablet (canvas apps) applications using pre-built and blank templates
Design web applications (model-driven apps) using low-code, no-code, and pro-code components
Integrate PowerApps with external applications
Learn basic coding concepts like JavaScript, Power Fx, and C#
Apply best practices to customize Dynamics 365 CE applications
Dive into Azure DevOps and ALM concepts to automate application deployment

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Spis treści

Learning Microsoft Power Apps eBook -- spis treści

Preface
- Who This Book Is For
- Why I Wrote This Book
- What This Book Covers
- Power Apps Case Study
- Microsoft Power Apps Updates
- Conventions Used in This Book
- Using Code Examples
- OReilly Online Learning
- How to Contact Us
- Acknowledgments
1. Evolution of Microsoft Power Apps
- Microsoft Dynamics CRM
- xRM
- Dynamics 365
- The Start of Low-Code, No-Code Development
- Birth of Power Apps
  - Parallel Development of Dynamics 365 Customer Engagement Apps and Power Apps
  - Handshakes Between Dynamics 365 Customer Engagement Apps and Power Apps
- Summary
2. Introduction to Power Platform and Dataverse
- The Power Platform
  - Power Platform Key Products
    - Power Apps: A business app development tool
    - Power Automate: A business process automation tool
    - Power BI: A reporting tool
    - Copilot Studio: An AI-based chatbot development tool
    - Power Pages: A business website development tool
  - Additional Power Platform Tools
    - Microsoft Dataverse
    - AI capabilities
    - Data connectors
    - Power Fx
    - Managed Environments
  - Why Power Platform Is Important for Power Apps
  - Power Platform Real-World Example
  - Power Platform for Developers
- Microsoft Dataverse
  - Evolution of Microsoft Dataverse
    - Birth of the business application layer
      - Ambiguous data
      - Complex integration
    - Common Data Service
    - Birth of Dataverse
  - Microsoft Dataverse Connector
  - Microsoft Dataverse Security
    - Security gate 1: User setup in Microsoft Entra ID
    - Security gate 2: Assigning product licenses
    - Security gate 3: Security groups
    - Security gate 4: Security roles
  - Microsoft Dataverse Business Logic
  - Microsoft Dataverse Data
    - What type of data can be stored in Microsoft Dataverse?
    - How are business objects created in Microsoft Dataverse?
      - Tables
      - Columns
      - Column data types
      - Relationships
      - Keys
      - Forms
      - Views
    - What is the difference between data and metadata in Dataverse?
- Summary
3. Getting Started with Power Apps
- Introduction to Power Apps
- System Requirements
- Why Power Apps?
- Types of Power Apps
  - Model-Driven Apps
  - Canvas Apps
- Power Apps Building Blocks
  - Power Apps Home Page
    - Left navigation panel
    - Search bar
    - Environment information
    - Notifications and Settings
    - App build options
    - Learn hub
    - App list
    - Get help from a virtual agent
    - App templates
    - App designer tool
  - Power Platform Admin Center
- Power Apps Collaborative Development
  - Power Apps Is for Business Users
  - Power Apps Is for Citizen Developers
  - Power Apps Is for Professional Developers
  - Power Apps Is for IT Administrators
  - Power Apps Is for Testers
  - Power Apps Is for App Users
  - Power Apps Is for Everyone
- Power Apps Licensing and Cost
  - Limited Capabilities
    - Dynamics 365 license
    - Microsoft 365 license
  - Full Capabilities
  - How Do I Decide Which License Plan to Choose?
    - Scenario 1: You know that youll have limited apps with limited users
    - Scenario 2: You want to use unlimited apps
    - Scenario 3: The apps user count is unpredictable and fluctuates
    - Scenario 4: You want to use your Azure subscription without purchasing an additional license
    - Scenario 5: You want to have flexible purchasing
  - Understanding Power Apps Licenses
- Power Apps Trial and Developer Plan
  - Power Apps Plan Trial
  - Power Apps Developer Plan
- Power Apps Mobile Apps
- Summary
4. Data Sources and Connectors
- Introduction to Data Sources and Connectors
- Data Sources for Model-Driven Apps
- Data Sources for Canvas Apps
  - Tables
  - AI Models
  - Connectors
- The Architecture of Power Apps Connectors
- Types of Power Apps Connectors
  - Standard Connectors
  - Premium Connectors
  - Custom Connectors
- Using Connectors Versus Calling an API
- Components of Power Apps Connectors
  - Triggers and Actions in Canvas App Power Apps
  - Triggers and Actions in Power Automate
- Summary
5. Determining Which Type of Power Apps to Make
- When to Use Model-Driven Apps
  - Data Stored in Microsoft Dataverse
  - Complex Business Logic
  - Design Web-Based Apps for Internal Employees
  - Limited App Layout, UI, Look and Feel Requirements
  - Automatically Responsive Apps Design
  - Complex Dataverse Security Requirements
  - Use Customer Engagement Apps
- When to Use Canvas Apps
  - Design an App from Scratch or Blank Canvas
  - Data Storage Flexibility Other Than Dataverse
  - Control Over the App UI
  - Template-Based App Development
  - Design Mobile Apps for Internal Employees
- When to Embed a Canvas App in a Model-Driven App
  - Guidance on Embedding Canvas Apps
  - Steps to Embed a Canvas App in a Model-Driven App Form
- Power Apps Decision Tree
- Switching App Types
- Power Apps Patterns
  - Event Management
    - Where can I use model-driven apps?
    - Where can I use canvas apps?
  - Lifecycle or Workflow Management
    - Where can I use model-driven apps?
    - Where can I use canvas apps?
  - Scheduling
    - Where can I use model-driven apps?
    - Where can I use canvas apps?
  - Approvals
    - Where can I use model-driven apps?
    - Where can I use canvas apps?
  - Asset Management
    - Where can I use model-driven apps?
    - Where can I use canvas apps?
  - Calculation/Transformation
    - Where can I use model-driven apps?
    - Where can I use canvas apps?
  - Communication/Announcement
    - Where can I use model-driven apps?
    - Where can I use canvas apps?
  - Inspection/Audit
    - Where can I use model-driven apps?
    - Where can I use canvas apps?
  - Project Management
    - Where can I use model-driven apps?
    - Where can I use canvas apps?
- Summary
6. Model-Driven App Components and Features
- Creating a Solution
- Data Components
- User Interface Components
  - App Designer
  - Site Map Designer
  - Form Designer
    - Left panel
    - Middle panel
    - Right panel
  - View Designer
  - Command Bar (Toolbar) Designer
  - Custom Page Designer
- Logic Components
  - Business Process Flows
    - Creating a business process flow
    - Business process flow designer
  - Dataverse Classic Workflows
    - Creating a workflow
    - Workflow designer
  - Custom Actions
    - Creating a Custom Action
    - Custom Action designer
    - Calling Custom Actions
  - Business Rules
    - Creating business rules
    - Business rule designer
  - Power Automate
    - Creating a Power Automate flow
    - Power Automate designer
    - Testing a Power Automate flow
    - Power Automate run history
- Visualization Components
  - Charts
    - Creating a chart
    - Defining colors
    - Adding a chart to a form
    - Adding a chart in the view
  - Dashboards
    - Types of dashboards
    - Creating a dashboard
    - Dashboard Security
  - Embedded Power BI
- Sharing a Model-Driven App
- Summary
7. Extending Model-Driven App Features
- Code Components
  - Web Resources and JavaScript
    - Web resources to store code
    - Web resources to store images
    - Web resources to store data
      - XML web resources
      - RESX web resources
    - Writing JavaScript
    - How to use JavaScript on model-driven app forms
      - Step 1: Create a web resource and open it in the classic editor
      - Step 2: Click on Text Editor to write JavaScript code
      - Step 3: Add this JavaScript on the load of the Account form using the web resource (library)
      - Step 4: Add dependencies column
      - Step 5: Test the code by opening an Account record
    - Client API object model for model-driven apps
  - Web Services in Dataverse
    - Dataverse Web API use cases
    - How do I decide when to use the Organization service versus the Dataverse Web API?
    - Dataverse Web API structure and operations
      - Dataverse Web API methods
      - Dataverse Web API headers
      - Dataverse Web API operations
    - Dataverse Web API authentication
      - Using OAuth authentication with Microsoft Dataverse
      - Authenticating against Microsoft Dataverse by using OAuth
    - Calling Dataverse Web API using JavaScript
      - Creating a record in Dataverse using JavaScript
      - Creating a record in Dataverse using Dataverse Web API
  - Plug-ins
    - Plug-in event execution pipeline
    - Writing a plug-in
    - Plug-in code skeleton
    - Registering and deploying your plug-in
    - Important points to know about using plug-ins in Power Apps
  - Custom Workflow Activities
  - Custom API
    - Creating a custom API
      - Downloading and installing the Plug-in Registration tool
      - Connecting to the Power Apps environment
      - Creating a new custom API
      - Writing a plug-in for your custom API
      - Linking your plug-in code with the custom API
      - Invoking or testing your custom API
    - Important points to know about custom APIs
  - Custom Pages
    - Example of custom pages in model-driven apps
    - Creating a custom page
    - Opening a custom page using JavaScript
  - The Power Apps Component Framework (PCF Controls)
  - Environment Variables
    - Types of environment variables
    - Creating environment variables
    - Using environment variables
      - Environment variables in Power Automate
      - Environment variables in custom pages
      - Environment variables in canvas apps
      - Environment variables in other code components
- Integration Components
- The Monitor Tool
- Development Tools
- Summary
8. Canvas App Controls and Features
- Power Apps Studio
- Controls and Properties
  - Input Controls
  - Display Controls
  - Layout Controls
  - Media Controls
  - Icons and Shape Controls
  - Chart Controls
  - AI Builder Controls
  - Mixed Reality Controls
  - Modern Controls
- Components
  - Creating Components
  - Using Components on Canvas App Screens
  - Canvas App Component Library
  - Creating a New Component Library
- App Checker
- Monitor Tool
  - How to Monitor a Canvas App
  - Collaborative Troubleshooting Using the Monitor Tool
    - Inviting users
    - Connecting users
- Test Studio
  - Using Test Studio
  - Test Suite Events
  - Important Points to Know About Test Studio
- Canvas App Versioning
- Canvas App Analytics
- Canvas App Sharing
  - Sharing Canvas Apps with Internal Users
  - Sharing Canvas Apps with External Users
- Canvas App Comments
- Canvas App Coauthoring
  - Step 1: Create a GitHub Repository
  - Step 2: Create a Personal Access Token
  - Step 3: Enable Git Version Control
  - Step 4: Create Branch and Directory in the Git Repository
  - Step 5: Make Changes to the Canvas App
- Canvas App Accessibility
  - Setting the AccessibleLabel Property
  - Checking Accessibility Issues
- Summary
9. Power Fx: A Low-Code Language
- What Is Power Fx?
- Power Fx Is for Everyone
  - No-Code
  - Low-Code
  - Pro-Code
- Power Fx Architecture
- Power Fx in Power Apps
  - Power Fx in Canvas Apps
  - Power Fx in Model-Driven Apps
    - Power Fx in the command bar
    - Power Fx in custom pages
    - Power Fx in formula type columns
    - Power Fx in low-code plug-ins
- Power Fx in Power Automate
- Power Fx in Copilot Studio
- Power Fx in Power BI
- Power Fx in Power Pages
- Summary
10. Power Apps Deployment
- Power Apps Solutions
- Types of Solutions
  - Common Data Service Default Solution
  - Default Solution
  - Unmanaged Solution
  - Managed Solution
- Setting Your Preferred Solution
- Managed Properties in Managed Solutions
- Solution Export and Import
  - Solution Export
  - Solution Import
- Solution Segmentation
  - Cloning a Patch
  - Cloning a Solution
- Solution Versioning
- Solution Layering
- Solution Dependency
- Solution Deployment
  - Manual Deployment
  - Automatic Deployment
    - Power Platform Build Tools
    - Power Platform CLI
    - Power Platform pipelines
- Post Deployment
- Summary
11. Microsoft Copilot in Power Apps
- Evolution of Artificial Intelligence in Power Platform
- Introduction to Microsoft Copilot
- Architecture of Copilot
- Prerequisites for the AI Features in Power Apps
- Copilot in Model-Driven Apps
- Copilot in Canvas Apps
  - Design a Canvas App Using Copilot
    - Step 1: Create an app with the help of Copilot
    - Step 2: Review the table and columns for your app
  - Editing Your App with Copilot
  - Add a Chatbot Control to a Canvas App
    - Prerequisites to adding a Chatbot control in a canvas app
    - Creating a chatbot using Copilot Studio
    - Adding the chatbot to your canvas app
  - Adding a Copilot Control to a Canvas App
    - Step 1: Enable Copilot for your environment
    - Step 2: Enable the Copilot component for a canvas app
    - Step 3: Add a Copilot control to your canvas app
    - Step 4: Test the Copilot control
- AI Builder (Hub) in Canvas Apps
  - AI Builder Capabilities
    - AI models
    - AI prompts
    - Document automation
  - How AI Models Work
  - Using AI Builder to Create an App
  - AI Model Accuracy
- Turn Images and Sketches into a Canvas App
- Copilot Studio
- Copilot Licenses
- Summary
12. Power Apps with Microsoft Teams
- Dataverse for Teams Versus Dataverse
  - Purpose
  - Persona
  - Licensing
  - Storage
  - Complexity
- Getting Started with Creating Apps in Teams
  - Prerequisites
  - Installing Power Apps in Microsoft Teams
  - Setting Up Dataverse for Teams
  - Creating and Customizing Power Apps in Teams
  - Publishing Power Apps to Teams
  - Sharing Your App with Others in Your Organization
- Installing Canvas App Template Apps to Teams
- Embedding a Model-Driven App in Teams
  - Option 1: Embed a Model-Driven App as a Tab App in Teams
  - Option 2: Embed a Model-Driven App as a Personal App in Teams
  - Features Currently Unavailable
- Embedding a Canvas App in Teams
  - Option 1: Add to Teams
  - Option 2: Download App
- Summary
13. Model-Driven App Case Study
- Planning the Implementation
  - Implementation Methodology
  - Implementation Phases
- Implementing the App
- Step 1: Prerequisites
  - Create an Azure Account and Work Account
  - Set Up the Power Platform Environment
  - Import the PowerAppsBookLiveProject Solution
- Step 2: Create Publisher and Solution
- Step 3: Design Data Model
- Step 4: Design Security Model
  - Securing Power Platform Environment Resources
  - Securing Dataverse Data
  - Securing the Power Apps Model-Driven App
- Step 5: Design the Model-Driven App
- Step 6: Create Model-Driven App Components
  - Site Map
  - Forms
  - Views
    - Create new views
    - Add components to the views
  - Business Process Flow
    - Create business process flow
    - Add business process flow to your model-driven app
  - Business Rules
  - Command Bar (Toolbar) Design
    - Create commands
    - Power Fx expression to perform action on command bar
    - Call a JavaScript function from the command bar
  - Low-Code Plug-in
  - Custom Pages
    - Welcome page
    - Finance Approval page
  - Dashboard
  - Web API
  - Plug-in Assembly
- Step 7: Power Automate
  - Power Automate Trigger and Actions
  - Trigger the Power Automate Flow from Finance Approval Page
- Environment Variables
- Summary
14. Canvas App Case Study
- Step 1: Prerequisites
- Step 2: Create a Canvas App and Case Screen
- Step 3: Create Canvas App Components
  - Contact Screen
  - Map Screen
  - Success Screen
  - Case Approval Screen
  - Login Screen
  - Logout Control
  - Copilot Control
- Step 4: Save and Publish the App
- Step 5: Share the App
- Step 6: Deploy the Solution
- Summary
15. Power Apps Best Practices
- Model-Driven Apps
  - Solutions
  - Design
  - Client-Side Logic
  - Server-Side Logic
  - Integration
  - Security
- Canvas Apps
  - Reduce Data Flow Time
  - Limit the Number of Controls
  - Optimize the OnStart Property
  - Optimize the Data Source Connection
  - Cache Repetitive Data in a Temporary Database
  - Avoid Control Dependency Between Screens
  - Use Delegable Functions and Queries
    - Delegable data sources
    - Delegable functions
  - Republish Your App Regularly
  - Avoid Repeating the Same Formulas in Multiple Places
  - Enable the DelayOutput Property on all TextInput Controls
  - Use DelayItemLoading and LoadingSpinner to Improve Gallery Performance
  - Limit Data and Columns Retrieved
  - Dont Use Unsupported or Legacy Browsers
  - Set an Appropriate Environment Geographic Location
  - Establish Canvas App Coding Guidelines
- Summary
- Closing Thoughts
Index