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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to hide Entity for...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to hide Entity forms in custom app?

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Posted on by Katie Page 65

I am new to Dynamics 365 so I need guidance from you experts.

We have 5 Custom Apps. All has Lead entity on it. Lead entity has 4 entity forms.

In Custom App 1, user should not be able to see all the Lead entity forms, just two of it.

How can I hide other Lead forms in that entity within Custom App 1?  Will other apps be affected?

Thanks.

I have the same question (0)
  • Suggested answer
    Carlos Eduardo Fontolan Profile Picture
    Carlos Eduardo Font... on at

    Hello Katie, 

    I hope you are doing well.

    Check this official documentation https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/add-edit-app-components#add-entity-assets-forms-views-charts-or-dashboards. On it you can use App Designer to select entities that needs to include on app and choose forms, views and charts related it. 


    Let me know if something else is need.

  • Katie Page Profile Picture
    Katie Page 65 on at

    1. How to publish the app? I can't see an option to publish it?

    2. Do I need to add it in Default solution? I updated the DEV environment but this needs to go to PRD so how can I do that?

    Thanks

  • Carlos Eduardo Fontolan Profile Picture
    Carlos Eduardo Font... on at

    Hello Katie,

    To publish the App, using AppDesigner has a button named 'Publish'. See this official documentation docs.microsoft.com/.../publish-an-app.

    To move this app between environments, you can use a new solution. To do it, check these documentations below:

    - docs.microsoft.com/.../solutions-overview

    - docs.microsoft.com/.../create-solution

    Kind Regards, 

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