Dynamics 365 comes with a tool to create your own apps, called the App Designer. It is a drag and drop configurable tool that allows for quick creation of apps you can use. Here we will go through creating an app.
First, go to Settings->My Apps:
Here you will see a list of installed apps. Click on Create App:
You will be prompted to enter your new app information. Note the URL that is automatically created at the bottom. Click Done:
This will open the App Designer window below:
Note the site map is not configured. Select to configure. This will open the Sitemap Designer, where you can add Areas, Groups and Subareas, just like Dynamics 365:
Select Area and enter a title:
Click on Subarea and note the properties available:
- Dashboard
- Entity
- Web Resource
- URL
We will add the Account entity. Note the additional options available:
Once finished, Save and Close to return to the App Designer. You can also publish the app:
The App Designer is now updated:
Now, in Dynamics 365, when you select the arrow in the toolbar below, you will be able to see your new app:
Clicking on the App will open it. You can see, it has a site map as defined above, and it displays Accounts:
Accounts:
Note the different areas of an app you can configure.
Select Dashboards. Note once you select this, you will see different dashboards which you can select:
Click Create New to create a new dashboard:
This will open the dashboard designer as in Dynamics 365:
Save and Close. Click to include:
Clicking outside of dashboards, you will see Entities are available:
From here you can select any entities you would like to include:
You can also create new entities:
Which will open the Dynamics 365 entities window:
Selecting Business Process Flows will allow you to create a new one or select an existing one. Clicking on the arrow will open the business process flow in Dynamics 365:
Clicking on Forms will display for each entity the forms that are available to be included in the app:
As well as Views:
And Charts:
Click Validate to validate the app:
Note you can set the icon of an app by going to properties and unchecking “Use Default Image”:
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