Introduction
With the introduction of a Unified Interface in Dynamics CRM, we have the option of creating an app in D365 CRM with our custom entities and site maps and forms, views, charts, and Dashboards.
Following are various steps to implement,
Step 1
Login to D365 CRM environment /trial environment, if you want to know about how to create a trial environment, please refer to my previous log Back to Basics #1 and to the right of the page a gear icon will be present, click on it and select Advanced Settings as shown below,
Step 2
Now click on the settings tab and look for apps, select on apps screen should look like below,
Step 3
User will be navigated to Apps screen as shown below and click on + create new App from the right side of the window as shown below,
Step 4
The user will be navigated to the below screen with the click of the new app button in the previous step and provide the name and description and icon and click on the Done Button.
Step 5
Once you click on Done, the below screen will be shown and we have to add entities to the newly created app. To do this observe on the right side of the page under Components tab, under Artifacts section -> Entities as shown below,
Step 6
Now click on entities and select the required entities that you like below and click on save,
Step 7
Now click on Dashboards under components and select the required dashboards as shown below and click on save,
Step 8
Now Click on all components that are present under Entity Assets like Forms, Views, Charts, Dashboards select the required components that you required and click on publish as shown below,
Step 9
In the app designer, under Site Map click on the pencil icon beside the text Site Map as shown below and after that, you could see 3 components on the right side Area, Group, and Subarea. Select each component and specify Names for each of the components as,
Step 10
Select Contact Area as created above and select on Add New Group and give name as Contact Group and click on save as shown below,
Step 11
Now Click on Contact Sub Area and again click on the + Add Button at the top and you should see the right side under sub-area and provide type – Entity and Entity as Contact for example and click on save and publish you should see a new sub-area for Contact should be created as shown below,
Step 12
Now click on publish and navigate to apps section [Click on gear icon-> Advance settings-> Settings -> Apps and you could see our newly created app will appear as shown below,
Step 13
Now click on Demo App and you should navigate to the following Demo App in Unified interface and observe our selected entity Contact and Area at the lower side of Demo App you should see sitemap for Contact as shown below,
Step 14
You can find the created above app in Default solution under Modern Driven Apps as shown in below diagram,
Conclusion
In this way, we can easily create the app in D365 CRM Environment without writing any code.