Customer Engagement & Dynamics CRM Forum

  • 1.  Custom UI App - OOB Entities Automatically Being Added

    SILVER CONTRIBUTOR
    Posted 3 days ago
    We are on D365 v9.1 onPrem. We have created 2 custom UI apps. Each app is using Contacts, one app is using the Accounts but the other is not. The app that does not include the Account entity continues to include the Action Card, Lead and Opportunity entities to that app. We do not use either of these entities and regardless of how many times I remove them and publish, they are being pulled back in when I reenter the app designer.  I mention the Contact & Accounts because of the dependencies of the Lead/Opp, but again, we do not use these entities and they are not being pulled back into the other app. Any idea as to why this is happening?

    Thank you in advance,
    Chrys 


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    Chrys Wilkinson
    CRM Analyst
    VA
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  • 2.  RE: Custom UI App - OOB Entities Automatically Being Added

    SILVER CONTRIBUTOR
    Posted 3 days ago
    I realized that it was due to having a Dashboard and all Business Process Flows included in the app; which pulled in each of the entities associated to them. I do find it frustrating that the apps require at least 1 Dashboard and 1 BPF. For one of my apps, we have no need for a BPF. Another thing that I'm realizing is that when you create an app, by default all Dashboards & all BPFs are selected but if you do not deselect them and just leave them included in the app, the entities are NOT being added to the app; it's only when you modify the selections.

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    Chrys Wilkinson
    CRM Analyst
    VA
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