How to Design a Custom App Using the App Designer in Microsoft Dynamics 365

Microsoft Dynamics Tips

Building Custom Apps in the Microsoft Dynamics 365 App Designer is not as complicated as you may think …

We’ll walk you through how to create your first one in just six simple steps, straight from Microsoft Dynamics itself.

If you’re unsure what Custom Apps are in the system, the definition is as you may expect.

Custom Apps are, simply, apps within your Microsoft Dynamics 365 system that are comprised of components like entities, dashboards, forms, views, charts, and business processes.

They can be visible on any device or browser, offering flexibility to end users.

When utilizing the App Designer, you are able to bring all of these components together more quickly and effectively.

The App Designer in Microsoft Dynamics 365 allows non-coders to create apps for their business’ specific roles and functionality.

Once created, each app has its own site map where you can drag and drop areas, groups, and subareas to the canvas, which are also added as entities in your App Designer.

Entities and components can be added or removed as you see fit.

Additionally, for your peace of mind and technological process security, Microsoft Dynamics 365 runs a validation test to see if you missed anything before the app is utilized or published.

To create a Custom App in Microsoft Dynamics 365, Microsoft provides the following instructions:


1. Define your App properties

Custom Apps Microsoft Dynamics 365/CRM


Microsoft Dynamics 365/CRM


2. Define the Navigation for an App using your Site Map Designer

3. Include required components in your App using the App Designer – this may be comprised of Dashboards, Entities, Business Process Flows, Forms, Views, and Charts

How to Design a Custom App


4. Check your App to validate if there are any required components you haven’t added

5. Make your App available for use to your organization

6. Give your users access to your App by adjusting Security Roles


Apps can have limited end user exposure based on security role selections of the system admin since all users don’t need all Apps. This helps to keep system┬áprocesses and job functionalities clear to your whole org.

This cool feature of Microsoft Dynamics 365 allows you to address the unique goals of your team and business more effectively, expanding system capabilities and functionality, which, ultimately, increases employee retention and user engagement.

Learn more about the unique features of the system and what’s new with it when you tune in for our next Microsoft Dynamics 365/CRM user group webinar.

Click replay on some recent webinars, and sign up here.

Ledgeview Partners Microsoft Dynamics 365/CRM User Groups

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About Julia Flaherty

Digital Marketing Specialist at Ledgeview Partners

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