Create or edit an app

Dynamics CRM 2016
 

Updated: November 18, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises)

Create single or multi-entity apps quickly by using the tile-based app designer.

Open the app designer from the My Apps page or from the Apps area in the Solutions window.

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. 

    Specifically, any user with the following privileges can also create apps:

    • Create, Read, and Write privileges for the App entity

    • Read and Write privileges for the Customizations entity

    • Read privileges for the Solution entity

  2. Go to Settings > My Apps, and then click Create New App. The app designer opens in a new browser tab.

    -OR

    Go to Settings > Customizations. Click Apps, and then on the Action toolbar, click New.

  3. In the Create a New App page, enter the following details:

    • 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 have English characters and numbers.

      System_CAPS_noteNote

      The publisher prefix is the text that is added to any entity or field created for a solution that has this publisher. More information:   Edit a solution publisher

    • Description. Type a short description of what the app is or does.

    • Icon. By default, the Use Default App thumbnail check box is selected. 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 is 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>

      System_CAPS_noteNote

      If you clear the App URL Suffix field and then save, the app URL is automatically generated with the app ID.

    • Use an existing solution to create the App. Select this option to create the app from a list of installed solutions. Selecting the Default Solution will use a blank solution.

    • Choose a welcome page. This option allows you to select from the web resources available in your organization. For more information about how to create a web resource, such as an HTML file that you can use as a welcome page, see Create and edit web resources.

    To edit app properties later, go to the Properties tab in the app designer. More information:  Manage app properties

    System_CAPS_noteNote

    You can't change the unique name and app URL suffix in the Properties tab.

  4. Click Done or, if you selected Use an existing solution to create the App, click Next to select from the available solutions that were imported in the organization.

    A new app is created and shows Draft status. You'll see the app designer canvas for the new app.

  5. Add or edit components to the app, as required. More information:  Add or edit app components 

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

  2. Go to Settings > My Apps.

    Go to Settings > Customizations. Click Apps, and then double-click the app you want to edit. The app designer opens.

  3. From the My Apps page you can search or filter to easily find an app.

    • To search on the app name type the name in the Search my apps box.

    • To filter apps by client type, select Filter, and then select the client type that you want from the Filter pane.

    My Apps search and filter

  4. To edit a published app, in the Published Apps view in the lower right corner of the app tile you want to edit, click the More options button More Options button in the app designer, and then click Open in App Designer

    -OR-

    To edit a draft app, in the Apps Being Edited view, click the app tile to open the app in the app designer.

    The app designer opens in a new browser tab.

    System_CAPS_noteNote

    Alternatively, go to Settings > Customizations. Click Apps, and then double-click the app you want to edit.

  5. Add or edit components to the app, as required. More information:  Add or edit app components 

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