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 https://make.powerapps.com/

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

ad20

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.

ad21

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

ad22

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”. 

ad23

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

ad24

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”.

ad25

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

ad26

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”

ad27

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.

ad28

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.

Summary

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. 

Subscribe to Our Blog

* indicates required

Check out some Apps From RapidStart CRM

checkoutrapidstart

checkoutrapidstart

checkoutproject

checkoutproject

checkoutfieldservice

checkoutfieldservice

Read our App Documentation

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.

General Posts

There is no App for That

When it comes to Business Applications, Microsoft has a lot of options for you. If you are running a sophisticated Sales organization, they have an app for that.

read more

Why we Chose to Forgo Leads

Even as a simple-to-use CRM solution, there was often still confusion about how to use Leads and Contacts together. So we decided to approach it differently with RapidStart CRM.

read more

Tips and Tricks

Import your Data into RapidStart CRM

Many new users of RapidStart CRM have existing data sources they would like to import to get started. While not particularly complicated, working with data can be quite tedious.

read more

RapidStart CRM Setup for Pay as You Go

Microsoft recently introduced a Pay as You Go plan for Power Apps. RapidStart CRM just so happens to be a “Power App” so you can take advantage of this model if it fits your needs.

read more

Partner Stuff