Advanced Development for RapidStart CRM Plus, or Dynamics 365. Part 6

Working with Apps

In our last post we created a new component, an account “affiliates” view, in our “My Customizations” solution. Unfortunately, it does not appear in our app, and there is a good reason for that.

“Apps” are a very powerful feature of the Microsoft Power Platform, RapidStart CRM comes with four of them. You may have noticed if you switched from the RapidStart CRM main app to the RapidStart CRM Sales Focused app, there are differences.

For each app, you can decide what the app’s users will see. In our case, for the Sales Focused app, we did not want the sales users to be burdened with service-related items. So we removed those items from the manifest for that app.

The reason your new view is not showing up anywhere is that it has not been added to any app’s manifest, so we’ll do that now.

To begin, we’ll go back to https://make.powerapps.com/

Ensure you are in the correct environment, select solutions in the sidebar, and double-click on your “My Customizations” solution to open it. 

Similar to when we added the existing table before, but this time we will select to add an existing “App”. Then select “Model-Driven” apps.

We have determined that our new affiliates view should appear in both the RapidStart CRM and RapidStart CRM Sales apps, so we tick them and click “Add”.

We can see that the two apps have been added to our “My Customizations” solution. Click the three dots next to either app, and select “Edit” from the dropdown that appears.

The selected app is displayed in the design canvas. Since we want to add our view we will click “Account” in the sidebar, then select Account Views.

The canvas will refresh to display accounts. In the right sidebar you can see views that are “Not in this app”, and in that list is our “Affiliates” view. Click the three dots next to the view and select “+ Add”. 

We can now see that the “Affiliates” view is “In this app”. So let’s “Save”, and after the save is complete we’ll “Publish”. Now you can go back to your app in your sandbox and see this view. Again, you may need to refresh your browser. You can repeat these steps for the other app.

Summary

In this Part 6 we have added the new view we created in Part 5 to our app(s). In part 7, we will clean up any previous customizations we had made and get them into our “My Customizations” solution.

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