CRM Beans

How to create and modify Dynamics CRM App using App designer

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This article will guide you on the basics of how to create and modify a Dynamics CRM model-driven app.

Create an App

To create a model-driven app, open Power Apps (https://make.powerapps.com/) and select the environment from the list.

From the left navigation bar, click + create that will give you an option to create an app. Choose the option Model-driven app from blank.

Choose Model-driven app from blank

Enter name and description and click create. It will open up the app creation page.

Click + Add Page and select page type.

Choose Page Type

There are 3-page types that you can select while creating an App.

Table-based view & Form – It allows to display the data in the list view.

Dashboard – To create a Dashboard page.

Custom – Design and build the page you want by dragging interactive components into the canvas.

Select the table-based view and form and select the tables that you want to show in the navigation.

The model-driven app will be created with the sample data.

Model-driven app

Modify an app

To modify an app, go to the admin area and under settings->Apps. It will open up the App list page.

Another way to modify the app is to click on the app on the top bar. It will open up the app screen showing the list of apps.

Click the 3 dots on the app and click open in App Designer.

The app designer window will show the list of tables and the options to add new tables, forms, views, charts.

To add a new link on the navigation area, click sitemap and add the area or group or subarea.

Adding a subarea allows you to add the entity. Update the details in the General section showing in the right navigation area in the sitemap designer.

Sitemap designer

After adding the entity to the sitemap the same will be shown in the Entity view. In the Entity view section, you can create or update the forms, views, charts, and dashboards.

You can also choose any specific form or views from the list.

After doing all the modifications hit save and publish. The changes will be published.

I hope this will help you to create or modify the dynamics CRM app.

Read: – How to create a Canvas App by using SharePoint List?