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Posts Tagged ‘App’

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

🙂

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