Plan Designer: Manage Solutions

In the final installment of her Plan Designer series, UG Expert Kylie Kiser demonstrates how to review and manage the solutions users have generated with Plan Designer.

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Key Takeaways

  • Reviewing and editing: After the previous parts of the series, Kylie now reaches the point of reviewing what was created. Having only created the Canvas app, she goes through and creates other items. There is a way to create items or use an existing item. Users can edit with Copilot while adding additional technologies or apps.
  • Viewing tables and options: She navigates to a visual view of the different tables that were created and the different items being used. “This could also be helpful when we’re editing to determine if this is the model we want, if we want to add additional things,” she says, highlighting how to view different options. Advanced table creation will guide you through various statuses as well. This can be useful for saving, exporting, and sharing with your teams.
  • Accessing different views: Navigating to objects, she accesses the solution view to see what was being created. She opens it from the solution explorer to see more details. Users can access these pages to review tables and data as well as add data.
  • Citizen developer empowerment: This is an exciting tool, as it opens opportunities for users to generate so much. A big conversation around Power Platform is the role of citizen developers, and this empowers that. It also helps those involved with business processes become more familiar with Power Platform.

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