Create or edit an app by using the app designer
Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)
Create single-entity or multiple-entity apps quickly by using the tile-based app designer.
In Dynamics 365 for Customer Engagement apps, open the app designer from the My Apps page or from the Apps area in the solution window.
Verify the following prerequisites before you start creating an app: Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. Specifically, any user with the following privileges can also create apps:
- Create, Read, and Write privileges for the App entity
- Read and Write privileges for the Customizations entity
- Read privileges for the Solution entity
Create an app
In the Apps area of solution explorer select New, and then on the Create a New App page, enter the following details:
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.
The publisher prefix is the text that's added to any entity or field created for a solution that has this publisher.
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.
Use existing solution to create the App: Select this option to create the app from a list of installed solutions. When you select this option, Done switches to Next on the header. If you select Next, the Create app from existing solution page opens. From the Select Solution drop-down list, select a solution from which you want to create the app. If any site map is available for the selected solution, the Select Sitemap drop-down list will appear. Select the site map, and then select Done.
By selecting Default Solution when you add a site map, the components that are associated with that site map are automatically added to the app.
Choose a welcome page: This option allows you to select from the web resources available in your organization. The welcome pages you create can contain information that's useful to users, such as links to videos, upgrade instructions, or getting started information. The welcome page is displayed when an app is opened. Users can select Do not show this Welcome Screen next time on the welcome page to disable the page so it doesn’t appear the next time the app starts. More information about how to create a web resource, such as an HTML file that you can use as a welcome page: Create and edit web resources to extend the web application
To edit app properties later, go to the Properties tab in the app designer. More information: Manage app properties
You can't change the unique name and app URL suffix on the Properties tab.
Select Done or—if you selected Use an existing solution to create the App—select Next to select from the available solutions that were imported in the organization.
A new app is created and is shown in Draft status. You'll see the app designer canvas for the new app.
Add components to the app or edit existing components, as required. More information: Add or edit app components
Edit an app
In the Apps area of solution explorer select an app that you want to edit.
Add or edit components to the app, as required. More information: Add or edit app components
Run an app
Go to the Dynamics 365 for Customer Engagement apps home page and then select the app you want. If there are several apps available, search for the app by typing in the search box.
From within an app, the following features include filtering by record type:
- Categorized search and Relevance search results
- Quick Create forms
- Recent records grids
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