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Creating Custom Apps using App Designer in Dynamics 365

May 31, 2017   Microsoft Dynamics CRM
00 guest 300x225 Creating Custom Apps using App Designer in Dynamics 365

One of the exciting new features introduced as part of Dynamics 365 is the ability to create custom apps using App Designer. In today’s blog, we’ll show you exactly how to take advantage of this cool enhancement. With that in mind, here are step-by-step instructions for creating a custom app that we’ll call TestApp:

Go to Settings -> Application -> My Apps.

053017 2026 Creatingcus1 Creating Custom Apps using App Designer in Dynamics 365

Click the + CREATE APP button in the upper-right corner, as shown below:

053017 2026 Creatingcus2 Creating Custom Apps using App Designer in Dynamics 365

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.

053017 2026 Creatingcus3 Creating Custom Apps using App Designer in Dynamics 365

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

053017 2026 Creatingcus4 Creating Custom Apps using App Designer in Dynamics 365

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

053017 2026 Creatingcus5 Creating Custom Apps using App Designer in Dynamics 365

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

053017 2026 Creatingcus6 Creating Custom Apps using App Designer in Dynamics 365

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).

053017 2026 Creatingcus7 Creating Custom Apps using App Designer in Dynamics 365053017 2026 Creatingcus8 Creating Custom Apps using App Designer in Dynamics 365053017 2026 Creatingcus9 Creating Custom Apps using App Designer in Dynamics 365

In this example, we named our Area, “Demo,” and added two Subareas, “Accounts” and “Contacts.” TestApp now looks like this:

053017 2026 Creatingcus10 Creating Custom Apps using App Designer in Dynamics 365

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

053017 2026 Creatingcus11 Creating Custom Apps using App Designer in Dynamics 365

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

053017 2026 Creatingcus12 Creating Custom Apps using App Designer in Dynamics 365

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.

053017 2026 Creatingcus13 Creating Custom Apps using App Designer in Dynamics 365

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.

053017 2026 Creatingcus14 Creating Custom Apps using App Designer in Dynamics 365

Navigate to TestApp as shown below.

053017 2026 Creatingcus15 Creating Custom Apps using App Designer in Dynamics 365

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

053017 2026 Creatingcus16 Creating Custom Apps using App Designer in Dynamics 365

We hope you found this helpful. For more information on creating custom apps, please check out our PO TV WEBCAST: The Beginner’s Guide to PowerApps. It’s chock-full of useful information. Happy CRM’ing!

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