How to Edit a Model-Driven App
In this how-to video, Kylie Kiser, UG Expert and Microsoft MVP, demonstrates how to edit a model-driven app once it’s been created.
This episode is sponsored by Community Summit North America, the largest independent gathering of the Microsoft Business Applications ecosystem, taking place Oct. 13-17, 2024, in San Antonio, Texas. Register today to connect with thousands of users across the Microsoft business applications ecosystem at the for user, by user event.
Key Takeaways
- Editing a model-driven app: Editing a model-driven app within a Dynamics 365 solution involves adding the app to the solution with the inclusion of different sections, and ensuring all necessary components are included for successful deployment to other environments.
- How to edit: Open up a solution and add an existing app to it. While there are differing opinions on whether to edit out-of-the-box apps or create new ones, editing existing apps is beneficial as they automatically incorporate new features and are compatible with model-driven apps.
- Adding sections: To add a new section to the app, you can include a new page in the “My Work” area and add elements like a database table, individual dashboard, URL, web resources, or custom pages.
- Customizations: When customizing navigation, you can specify which views, forms, and charts are accessible. The designer also enables you to preview changes, perform tests, reorder items, and requires publishing to apply changes.
- Final steps: When customizing your model-driven app, ensure the sitemap is included, especially if edited outside the solution, to reflect changes in navigation. You can also tailor the app’s visibility and functionality for specific security roles within the sitemap editor.
