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Posted on June 7, 2017 By Admin

Get started with AppDesigner in Dynamics 365

 

In today’s post, we want to share with you an amazing step-by-step guide published in the Microsoft Dynamics community for creating custom apps using the App Designer. This is one of the exciting new features introduced as part of Dynamics 365.

  1. Go to Settings -> Application -> My Apps.
  2. Click the + CREATE APP button in the upper-right corner, as shown below:

3. 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.

4. 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

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

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

7. 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).

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

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

10. 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.

11. 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.

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

Visit the following links to get more information:

Here is a short screencast by MVP Gustaf Westerlund on how to get started using the new AppDesigner feature of Microsoft Dynamics 365: https://www.youtube.com/watch?v=hfhXvg2R5g8