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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Add a Custom Tab
Service | Customer Service, Contact Center, Fie...
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Add a Custom Tab

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Posted on by Remy Rouinvy 243

Hello Everyone,

I'm trying to add custom tabs to Guides, but even after follow the instruction multiple times I can't get it to work.

I've succeed in creating the menu entry in the model-driven app, I can see the tab in the HoloLens but there are no Guides in this tab.

I've created the entity

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the View

pastedimage1627908633509v4.png

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The view configuration record with the request id from the record id of the previous step

pastedimage1627908802785v6.png

used the App designer to edit sitemap

pastedimage1627908925276v7.png

and the main form (and the preview even if it wasn't specified

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I've made the test with 2 items

pastedimage1627909173049v9.png

pastedimage1627909206410v10.png

I really can't see where I've made a mistake;

Does anyone succeed in creating custom tabs in Guides ?

Thank you,

  • Remy Rouinvy Profile Picture
    Remy Rouinvy 243 on at
    RE: Add a Custom Tab

    Hi,

    I've already followed the instructions on this page to add custom tab...

    I was hoping a less generic answer.

    Thank you anyway,

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add a Custom Tab

    Hi,

    You can check your steps by following the instructions provided in the link below.

    Show a list of guides on a custom tab for a specific set of Dynamics 365 Guides users - Dynamics 365 Mixed Reality | Microsoft Docs

    And the prerequisites you can check to see if it is met.

    Prerequisites

    To create a custom view, you must have the following prerequisites:

    • Dynamics 365 Guides solution version 104.1907.0.33 or later

    • Dynamics 365 Guides PC and HoloLens app versions 104.1907.19001 or later

    You must also have the System Administrator role for the Dynamics 365 Guides instance that you're working with. Additionally, it's useful to have a general understanding of Microsoft Dataverse, the database that Dynamics 365 Guides is based on.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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