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Hello Experts,
My question is fairly general, my expertise is on D365 F&O and when you want to customize the system, you go through visual studio and make code changes using X++, then deploy the changes to UAT and then production.
How does customization work in PSA? what is the underlying IDE? what programming language does it use?
What's the best practice to customize PSA? is it only done using Power Apps, CDS, Model driven apps?
Thank you for the info
Please bear in mind that PSA is one of many apps on what has been known as CRM or Customer Engagement (CE). As a result best practices for modifying PSA are the same as for all of CE.
Consultants do it like this:
Settings/Advanced Settings/Customizations/Customize the System and sky is the limit! You typically modify existing entities/add new ones, create relationships, forms, reports, charts, dashboards, Word templates, views, workflows and the like there.
Then you create your Model Driven App in App Designer using entities you get from Microsoft and new ones.
You wrap your changes as a solution that you export from one instance and import to another.
Developers do it like this:
Hell knows. I will let one of them explain ;-)
Matthew
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