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Archive for August 2, 2018

Dynamics 365 – How to get App URL

Using PowerApps, we can create custom business apps comprised of components such as entities, dashboards, forms, views, charts, and business processes.

Its convenient way to package and provide the components which are matter to the Users.

Lets take a scenario to understand this better

  • A sales company has users having ‘Sales Persons’ and ‘Sales Managers’ roles
  • Sales Persons are intend to access only Accounts & Contacts
  • All I need to do is create an App with those entities and grant App access to ‘Sales Person’ security role. Refer my previous article.
  • Share the ‘App’ URL to the Sales Persons

Below are the steps to get the ‘App’ URL:

  • Open the Dynamics Application
  • Navigate to Settings -> My Apps -> Published Apps -> {Your App} -> Click on and then click ‘Manage Roles’

App URL

  • Expand “App URL Suffix” tab
  • Click on ‘Copy’ icon to copy the URL

App URL-2

  • Share the URL to users and when they access,  they will directly taken to the ‘App’

App URL-3

What is App URL Suffix

  • The app URL is automatically populated based on the App name that you specify.
    • In my example, my ‘App’ name is ‘HelloWorld’ and hence ‘App URL Suffix’ is set to ‘HelloWorld’
  • The app URL must be unique.
  • Below are the URL syntax

🙂

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Categories: Dynamics 365 Tags: ,

D365 – Unified Interface – Create an App and Grant App access to a Security Role

August 2, 2018 1 comment

In this article, I am going to provide steps to create new App and how to grant the App access to a particular Security Role.

Prerequisite to create App:

User must have the following privileges to create App:

  • Create, Read, and Write privileges for the “App” entity
  • Read and Write privileges for the “Customizations” entity
  • Read privileges for the “Solution” entity

Steps to create App:

  • From your Dynamics Application, go to Settings -> My Apps -> Create new App
  • You will be redirected to “Create a New App” window
  • In this example, I am going to use “Existing Solution” to add the App (Note: If any site map is available for the selected solution, the Select Sitemap drop-down list will appear when you clicked ‘Next’.)
  • Select the “Client” (Web/Unified Interface)
    • Web: This is the classic Dynamics 365 web browser client.
    • Unified Interface: This is the newer responsive web browser client that has a similar interface across PC and mobile devices.

App1

  • Click ‘Next’ to select the ‘Solution’
    • Note: ‘Next’ button will be available only if you select ‘Use existing solution to create the App’

App2

  • Click ‘Done’

Add components to the ‘App”:

  • Next is add the components (i.e., Entities, Dashboard, etc..) to ‘App’
  • In this example, I am adding ‘Account’, ‘Contact’ entities to the Sitemap

App3

  • Once you add all components, click on ‘Save’ and then ‘Publish’

Publish The ‘App’:

  • Once you create the App, next step is to ‘Publish’ so that it will be available for the respective users.
  • Go to Settings -> My Apps -> Apps Being Edited
  • Pick your App and click on and then click ‘Publish’

App4

  • Post ‘Publish’, App will be available under ‘Published Apps’ section

Grant App access to a Security Role:

Lets grant the access to Users who has ‘Sales Person’ security role.

  • Select your App from Settings -> My Apps -> Published Apps
  • Click on and then click ‘Manage Roles’

App5

  • Under the ‘Roles’ section, pick the ‘Security Role’ which you would like to grant App access to.

App6

Troubleshooting steps If App is not accessible:

  • Once you grant App access to a security role and if the App is not accessible, make sure the ‘Security Role’ has ‘Read’ privilege on ‘App‘ entity

App7

Package/Delete an app:

  • ‘App’ can be added as Solution component and can be moved between Dynamics applications
  • To delete the ‘App’, navigate to Solution -> Components ->Apps, select the App and click ‘Delete’

App8

🙂