Plan Designer: Build a Solution

UG Expert Kylie Kiser continues reviewing Plan Designer and explains how to build a solution in this video.

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Key Takeaways

• Overview: Kylie begins by creating a new solution using the Plan Designer tool, ensuring the correct publisher prefix is set. As the solution saves in real time, she reviews the progress from the last video, including the tool’s ability to generate a data model, user elements, and suggest technologies like Canvas apps, Model-Driven apps, Power Pages, or Power BI to accelerate solution development.
• Review output: It’s important to regularly review the Plan Designer’s output to ensure it aligns with company standards. While the tool streamlines delivery and bridges business and IT collaboration, it requires a Dataverse environment, doesn’t create security roles, and has limitations with prompt size. Some Dataverse tables have been created for the project, but not all are visible yet. A deeper review of the solution contents is planned for the next video.
• Build a solution in real-time: The Canvas app is being created in real time using the previously defined requirements and Dataverse tables. The process has been quick so far, notes Kylie, with the solution and its components built within minutes.
• Final output: The Canvas app was quickly generated using the predefined requirements and Dataverse tables, with Copilot assisting in building and refining the app. It includes multiple screens and supports further customization, along with options to create additional components like a model-driven app and leave request flow.