In this blog, I'm going to show you how simple it is to configure a custom business app in Microsoft Dynamics 365 using PowerApps. That's right, custom app and configuration! There are a few pre-requisites and assumptions before we proceed:
You must have System Administrator or System Customizer security roles in Dynamics 365.
While PowerApps is available in earlier versions of Microsoft CRM, this blog will focus on using the Dynamics 365 Online platform.
What are some of the benefits to creating a custom business app for Dynamics 365?
Simplify the user experience! This will undoubtedly lead to an increase in user adoption. Streamline what is shown in your app to ensure that only relevant information is shown to this subset of your user group.
Take advantage of the unified user experience. This app will look the same, regardless of how you users access CRM: using a web browser, on a mobile device or on a tablet. Additionally, PowerApps are built to support responsive design to adapt to the size of the screen being used.
Now, let's get started with how to build your very own custom app! As a responsible System Administrator who follows best practices, you are of course building this App in your Sandbox and in a solution.
Within your Sandbox solution, find Model-driven Apps under your Solution Components
Click New to build a new App, or Add Existing to modify an existing App.(For this blog, we will create New)
Create your App! Provide details for Name, icon and other items. Once you have named your app, click Done.
Now you can build your App! Select App components. As you add components (like Dashboards), any dependent Entities will be added to your App.
Site Map: This will become your App Navigation. When using this App, users will only have access to the areas of CRM that you add here.
Components: Area, Group & Subarea
Entities: Which areas of CRM will be accessible in this App?
Dashboards: Streamline the dashboards available! Only show those that help your end user group to do their daily tasks.
Business Process Flows: Select only the ones your targeted users of the App will need.
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