Create Apps using new App Designer and Site Map Designer in Dynamics 365

Hi,

Apps is one of the super good features that were introduced as part of Dynamics 365. We can create custom apps using App Designer.

Here are the steps to create Custom Apps in Dynamics 365

1) Navigate to Setting –> Application –> My Apps or Settings –>Customizations –> Apps.
2) Create New App by giving the following information


Name: Enter a unique name for the app. 
Unique Name: The unique name is automatically populated based on the app name that you specify. It is prefixed with a publisher prefix. You can change the part of the unique name that’s editable. The unique name can only contain English characters and numbers
Description: Type a short description of what the app is or does. 
Icon: By default, the Use Default App thumbnail check box is checked. To select a different web resource as an icon for the app, clear the check box, and then select an icon from the drop-down list. This icon will be displayed on the preview tile of the app. 

select the client type that the app will be used for. 
Web: This is the classic Dynamics 365 web browser client. 
Unified Interface: This is the new Dynamics 365 web browser client that has a similar interface across PC and mobile devices. 

App URL Suffix: The app URL is automatically populated based on the app name that you specify. You’ll see a preview of how the complete URL looks. The app URL must be unique. 

For on-premises: http:////Apps/ 
For online organizations: https://. crm#.dynamics.com/Apps/ 

Use existing solution to create the App: Select this option to create the app from a list of installed solutions or just click on Done to Create the App.

Once the App is created, you can add the required components to it.

Click on the Site Map and it will open the Site Map Designer for this App. We can have separate

Site Map for this app.


You can design the Site Map by adding the required components to it.


In the same way, we can add Dashoboards, Entity Forms, views and Charts has to be added to the App.


After you are done with your changes, Publish the App by clicking on the Publish button.

Once you publish the app, you can go to My Apps –> Open the App which you want or you can also frame URL like below.


For on-premises: http:////Apps/ 
For online organizations: https://. crm#.dynamics.com/Apps/

Or else user can have access the apps by clicking on Down Arrow just beside Dynamics 365 as shown below.

We can also Assign Security Roles for which we have to give the access.


Hope this helps.


Happy CRM’ing

Gopinath

2 thoughts on “Create Apps using new App Designer and Site Map Designer in Dynamics 365

  1. Lead Generation February 27, 2018 / 7:12 am

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