In the old version of Microsoft Dynamics CRM it allows any customization by using the admin panel.
You can customize the entities by navigating to Administration -> Customization -> Customize the system. The customization window allows you to create fields, forms, Business rules etc.
With the recent updates by Microsoft the D365 CRM, customization can be done by using the Power Apps. Open Power Apps (https://make.powerapps.com/) and the same configurable options will be available in it.
Some of the changes Microsoft provided in the customization window in the Power Apps screen are:
- Entities are called Table.
- Fields are called Columns.
- In the new Power Apps screen, you can find a relationship tab that has all the relationships of that entity.
- Microsoft has brought up a new Data tab that shows the sample data of an Entity. This feature was not available in the old customization window.
Let us create a new solution and add an existing entity. Open the power apps and you can see the Solutions link in the left navigation panel.
Create a new solution
Click + New Solution button to create a new solution. Enter solution details and create it.
After creating a solution, you can create a new Entity (Table) or add and existing entities (Table), flows, Process in the existing solution.
Click Account table and under that you can see the options to create fields, Relationships, Business Rules, Views forms etc.
Create a New field/ Column
Click + Add Column link in the Columns tab. It will create a new custom field/ column.
Create a new Relationship
From the relationship tab you can create a new relationship. It can be any of these One-to-Many, Many-to-One, Many-to-Many.
From all these different tabs you can perform different options. Business rules, views, forms, Dashboard, Charts, Keys Data.
Let us look at the data tab as it is a new feature. It will display the data of the selected Entity.
These are some changes that Microsoft has brought up in the customization window.
