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

Similar to the apps that we see in Menu Bar for Dynamics 365, we can create our own apps.

First we need to enable the Preview for it.

Go to Administration à System Settings

Go to Settings à My Apps

Click on Create App


It will take us to App Designer, provide details.

Different components that we can add

Or drag drop

First we need to configure the SiteMap for the app. Click on arrow inside Sitemap area to configure.

Inside Site map designer we can add Area, Group and Sub Area (the usual components of Site Map)

Update properties of Area, Group and Subarea and add new Sub Areas.

Area Properties.

For Group

For SubArea

Different Types of Sub Area can be defined.

This is how the app looks inside Site Map Designer

Save and close to go back to App Designer

It has added Dashboard along with Contact and Lead Entity View.

Now let us add Form and Views to Contact and Lead Entity View using Entity assets.

Select Contact in Entity View and select Forms in Entity Assets

Similarly, for Views

Repeat the same steps for Lead entity.

Click on Validate

It will show up all the dependencies

Required tab will list all the dependencies. For time being let us add all the dependencies

Publish the app.

The apps would appear now in Dynamics 365 menu

We can specify specific roles which could access the apps.

Hope this helps ..

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New Visual Designer for Business Rules in Dynamics 365

In Dynamics 365 we have new visual designer for Business Rules (and Business Process Flows).

Condition and Actions can be added through Add button or dragged and dropped

Conditions and Action can be copied, cut. delete and pasted in designer window.

Snapshot creates a snapshot of the business rules. (image file with png extension)

Conditions can be defined in the Properties window

Still we can only specify either Add or OR conditions

Changing it to OR replaces AND condition

May be in future release we’d have that feature as well.

Hope it helps..

Quick Walkthrough – Editable Grid in Dynamics 365.

Let us try exploring Editable Grid in Dynamics 365

We’d enable it on Contact Entity ( editable grid works for custom entities as well)

  • Go to Contact entity, control tab and click on Add Control

  • Add Editable Grid

  • Enable Editable Grid as default for Web, Phone and Tablet

  • Save and Publish the change.
  • Go to Contact Home Grid. (fields now can be edited, Status, Composite fields etc are not editable)

  • We can do Group By on the grid

  • Similarly, in Associated View of Contact we have the same behavior

  • To switch back to Read Only Grid, select SHOW AS command

  • Back to our old Read Only Grid (no grouping)

  • We can add JScript for fields inside grid.
  • Let us try Adding function on OnChange of Address 1: City field inside Editable Grid

  • On changing the City field in the grid

For Subgrid,

subgrid.png

sg1.png

Hope it helps..