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Microsoft Dynamics CRM (Archived)

Customization using power platform

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Posted on by 522

Hello,

As now the customization are done through Power Platform, I created a standard custom entity , but cannot see anywhere in the UI.Also previously we used to configure the area also for the custom entity ,where it needs to be displayed. But now it is not asking that configuration even.

Where can i see my created custom entity?How can I define area where it should be available?

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  • Verified answer
    Kokulan Profile Picture
    18,054 on at

    Hi

    When you do customization from power-apps platform, when you create an entity, you will not get the option to select the site map area.

    With the new Model Driven App concept, we do the customization first in a solution and then we create an App and the app have a sitemap you can add entities and other links to.

    I would recommend you create a solution for the customization you are doing so that you can keep all your components in there

    ScreenClip-_5B00_353_5D00_.png

    4606.ScreenClip-_5B00_351_5D00_.pngScreenClip-_5B00_352_5D00_.png#

    Once you added your entity, you now have to create an App - Model Driven App to add all the components you want

    ScreenClip-_5B00_353_5D00_.png

    ScreenClip-_5B00_354_5D00_.png

    Click on Sitemap to Edit Sitemaps add your tile, area and entity as shown below

    ScreenClip-_5B00_356_5D00_.png

    And Save and publish and run the app.

    If you do not want Model Driven app and if you want to do it the old way, go into the solutions and find the solution and add sitemap to the solution if it does not already have it and then add your new entity by editing sitemap

    ScreenClip-_5B00_358_5D00_.png

  • megha18 Profile Picture
    522 on at

    Thanks  Kokulan Eswaranathan much appreciated!

    Is there any documentation available to learn all the changes?

  • Suggested answer
    Kokulan Profile Picture
    18,054 on at

    The following are documentation/learning video links for Model Driven App

    docs.microsoft.com/.../create-app-models-business-processes

    docs.microsoft.com/.../build-first-model-driven-app

    powerapps.microsoft.com/.../introducing-model-driven-apps

    For doing customization the old way, you can still use the classic UI if you do not like the new interface but Classic UI will slowly fade away thats why i think better to get used to powerplatform as thats going to be the future.

    The documentation links for old way of doing customization does not seem to include the new stuff so i normally go throuh all the settings and options and figure that are familiar to me

    Almost 95% of the components under the hood are same its just has a whole new UI.

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