Hi Everyone,
Today I was exploring the latest features on the Dynamics 365 CE 2020 Release Wave 2 and I have opened Sales Hub, after sometime I would like to open Customer Service Hub and to my surprise I was not able to find the Icon (check the below screenshot) that used to show the Apps in the system.
After some search, it was replaced with the Hyperlink on the App Names itself.
Hope this helps.
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Happy 365'ing
Gopinath.
Hi Everyone,
Today, I was working on Business Process Flows and I have created a new BPF as per the requirement, Saved, Validated and Published. When I was testing noticed that new BPF is not showing on Customer Service APP.
I was wondered and tried publishing, restarting the session, re-activating the BPF but nothing worked.
After some search came to know that we have add the BPF in APP Designer of the Model Driven APP (in my case, Customer Service App).
After adding the new BPF in the APP, it turned to show on Case form when I do Switch Process.
Hope this helps.
--
Happy 365'ing
Gopinath
Hi,
We have started working on the upgrade project from 8.2 to 9.0. As we all know that we have Power Apps in 9.0 and exited about it. We are trying to understand the limitations around that before we start and would like share them here.
- Advanced Find
- Bulk edit
- Merge records
- Record sharing
- All options under Set Personal Options (Settings gear)
- Chart drill down
- Learning Path
- Creating personal dashboards and charts
- Creating personal views
- Charts as visualization for sub-grids on forms
- Activities roll-up view
- Creating email template with slugs
- Creating duplicate detection jobs
- Composite address control
- Run workflow
- Filtering on read-only grids
- Run report (SSRS)
- Letter, Fax, Recurring Appointments
- Campaign management – campaigns, campaign activities and quick campaign
- Goal management
- Marketing list
- Position entity
- Global notifications
- Admin experiences
- Editable grids on phones
- Audit Histroy
- Refresh button on Roll up fields.
I hope these things would be a part of future releases and will share it as and when it gets released.
Hope this helps.
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Happy CRM'ing
Gopinath
Hi,
Apps is one of the super good features that were introduced as part of Dynamics 365. We can create custom apps using App Designer.
Here are the steps to create Custom Apps in Dynamics 365
1) Navigate to Setting --> Application --> My Apps or Settings -->Customizations --> Apps.
2) Create New App by giving the following information
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
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.
select the client type that the app will be used for.
Web: This is the classic Dynamics 365 web browser client.
Unified Interface: This is the new Dynamics 365 web browser client that has a similar interface across PC and mobile devices.
App URL Suffix: The app URL is automatically populated based on the app name that you specify. You'll see a preview of how the complete URL looks. The app URL must be unique.
For on-premises: http://<server>/<org name>/Apps/<App URL>
For online organizations: https://<server>. crm#.dynamics.com/Apps/<App URL>
Use existing solution to create the App: Select this option to create the app from a list of installed solutions or just click on Done to Create the App.
Once the App is created, you can add the required components to it.
Click on the Site Map and it will open the Site Map Designer for this App. We can have separate
Site Map for this app.
You can design the Site Map by adding the required components to it.
In the same way, we can add Dashoboards, Entity Forms, views and Charts has to be added to the App.
After you are done with your changes, Publish the App by clicking on the Publish button.
Once you publish the app, you can go to My Apps --> Open the App which you want or you can also frame URL like below.
For on-premises: http://<server>/<org name>/Apps/<App URL>
For online organizations: https://<server>. crm#.dynamics.com/Apps/<App URL>
Or else user can have access the apps by clicking on Down Arrow just beside Dynamics 365 as shown below.
We can also Assign Security Roles for which we have to give the access.
Hope this helps.
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Happy CRM'ing
Gopinath
