POWEROBJECTS

718 Washington Ave. N. Suite #101
Minneapolis, MN 55401
View map and all Locations

Send us a message

One of the exciting new features introduced as part of Dynamics 365 is the ability to create custom apps using App Designer. In today’s blog, we’ll show you exactly how to take advantage of this cool enhancement. With that in mind, here are step-by-step instructions for creating a custom app that we’ll call TestApp:

App Designer in Dynamics 365

Go to Settings -> Application -> My Apps.

App Designer in Dynamics 365

Click the + CREATE APP button in the upper-right corner, as shown below:

App Designer in Dynamics 365

In the “App Designer” pop-up window, enter the details for your desired app. These include the app’s Name and Unique Name, which are both required, as well as Description, Icon, and App URL Suffix, which are all optional.

App Designer in Dynamics 365

Once you’ve added the information in Step 3, click Next to reveal the “Components” window. As you can see in the screenshot below, for our TestApp, the App Designer has the following components:

ARTIFACTS
– Entities
– Dashboards
– Business Process Flows

ENTITY ASSETS
– Forms
– Views
– Charts

App Designer in Dynamics 365

Next, you need to configure the “Site Map.” To do this, click on Site Map.

App Designer in Dynamics 365

This will navigate you to the screen shown below, where you will be able to configure the Area, Group, and Subarea.

App Designer in Dynamics 365

Click the Area button, and provide the details, as shown below. Do the same for the Group button and the Subarea button (also shown below).

App Designer in Dynamics 365 App Designer in Dynamics 365 App Designer in Dynamics 365

In this example, we named our Area, “Demo,” and added two Subareas, “Accounts” and “Contacts.” TestApp now looks like this:

App Designer in Dynamics 365

Next, for each entity, we add the Forms, Views, and Charts, as shown below:

App Designer in Dynamics 365

Click Validate to check for dependencies. This button is displayed in the top-right corner of App Designer.

App Designer in Dynamics 365

If there are any missing dependencies for these entities, they are shown with the orange-colored validation icon along with the total number of dependencies. In our example below, “Forms” has 18 dependencies in the “Account” entity and 15 dependencies in the “Contact” entity.

App Designer in Dynamics 365

The specific dependencies are displayed in the window on the right side of the screen, as shown below. To fix the outstanding dependencies, simply click the Add Dependencies button. Then, click Save and Publish.

App Designer in Dynamics 365

Navigate to TestApp as shown below.

App Designer in Dynamics 365

And here it is, in all its newly-created glory!

App Designer in Dynamics 365

We hope you found this helpful. For more information on creating custom apps, please check out our PO TV WEBCAST: The Beginner’s Guide to PowerApps. It’s chock-full of useful information. Happy CRM’ing!

Avatar for JoeCRM

JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.