Rajeev Pentyala – Microsoft Power Platform

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.

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

• 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

• 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’

• 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’

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

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

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’

🙂