Advanced Development for RapidStart CRM Plus, or Dynamics 365. Part 5

Adding New Components

In our last post we added existing components to our “My Customizations” solution. In this post we will add a new component that does not exist. We’ll start by going back to our “My Customizations” solution.

To begin, we’ll go to

Ensure you are in the correct environment, select solutions in the sidebar, and double-click on your “My Customizations” solution to open it. 


In the sidebar click the down arrow next to tables, then click on Account, then click on “+ New”. We’re going to create a new view of our “Affiliate” accounts, so click “View” in the dropdown.


We’ll give our new view a name, an optional description and click “Create”.


This is our view in the design canvas. The view already contains the required Account field. We can see our target field we want to add in the column list. To add it we click “+View Column”. 


In the dropdown we will scroll to and select our target field “Is Affiliate”.


You can see that our new field has been added to the view. On the right we can adjust the sorting if we want. In our case, we only want the view to show affiliates, so we will click on “Edit Filters”.


On the filter panel, we will select “Add row”.


For the filter, we will first select the field we want to filter on, in this case, “Is Affiliate”, then “Equals”, then “Yes”. This way, only accounts that are affiliates will be shown on this view. Click “Ok”


Now let’s save our view, and after it has finished saving we will Publish it.  After it has been published click the Back link on the top left.


Click on the down arrow next to tables, then the down arrow next to Account then views from the dropdown. We can see our new View.

You might assume that similar to editing an existing component, we can now go back to our app in our sandbox and see this new view we created. Well, you can’t. We need to have the “App” discussion first.


In this Part 5 we have added a new component, a view. In part 6, we will continue in this solution by explaining how apps work, and getting your new view to appear. 

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RapidStart CRM is built on Microsoft’s Dataverse, the foundation of the Power Platform and Dynamics 365. This means that RapidStart CRM Plus is just as customizable as any of Microsoft’s first-party applications, like Dynamics 365 Sales, for example. We designed RapidStart CRM as a basic Sales and Service app “accelerator”. While it is a fully functioning app, it is the starting point for much more for many. Get or Test Drive RapidStart CRM on Microsoft’s AppSource here.

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