1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. Flows

Set up application menu
Activity Flow

You can set up a menu for each application to define how the application elements can be accessed. You can, for example, use the application menu to link activities to application elements.

Application designer Application designer Add client Add client Add a menu entry of type Client. Procedure 1. Click Business process modeling. 2. Click Applications. 3. In the list, click the link in the selected row. 4. Click Menus. 5. Click Client. 6. Click New. 7. In the Title field, type a value. 8. In the Application field, enter or select a value. 9. In the Action field, enter or select a value. 10. Click OK. 11. Click Save. 12. Close the page. Add menu Add menu Add a menu entry of type Menu. You can use this type to group the menu. Procedure 1. Click Business process modeling. 2. Click Applications. 3. In the list, click the link in the selected row. 4. Click Menus. 5. Click Menu. 6. Click New. 7. In the Title field, type a value. 8. In the Application field, enter or select a value. 9. In the Action field, enter or select a value. 10. Click OK. 11. Click Save. 12. Close the page. Add menu Add menu Add a menu entry of type Menu. You can use this type to group the menu. Procedure 1. Click Business process modeling. 2. Click Applications. 3. In the list, click the link in the selected row. 4. Click Menus. 5. Click Menu. 6. Click New. 7. In the Title field, type a value. 8. In the Application field, enter or select a value. 9. In the Action field, enter or select a value. 10. Click OK. 11. Click Save. 12. Close the page. Add form Add form Add a menu entry of type Form. You can use this type to refer to: A form in D365 FO. A (form-like) element in another type of application. Procedure 1. Click Business process modeling. 2. Click Applications. 3. In the list, click the link in the selected row. 4. Click Menus. 5. In the tree, select 'Client\Menu'. 6. Click Form. 7. In the Title field, type a value. 8. In the Action field, enter or select a value. 9. Click Save. 10. Close the page. Start Start Add report Add report Add a menu entry of type Report. You can use this type to refer to: A report in D365 FO. A (report-like) element in another type of application. Procedure 1. Click Business process modeling. 2. Click Applications. 3. In the list, find and select the desired record. 4. In the list, click the link in the selected row. 5. Click Menus. 6. In the tree, expand 'Client'. 7. In the tree, expand 'Client\Menu'. 8. Click Report. 9. Close the page. 10. Click Menus. 11. In the tree, expand 'Client\Menu'. 12. In the tree, select 'Client\Menu\Report'. 13. Click Edit. 14. In the Action field, enter or select a value. 15. Click Save. 16. Close the page. Add action Add action Add a menu entry of type Action. You can use this type to refer to: An action in D365 FO. A (action-like) element in another type of application. Procedure 1. Click Business process modeling. 2. Click Applications. 3. In the list, find and select the desired record. 4. In the list, click the link in the selected row. 5. Click Menus. 6. In the tree, select 'Client\Menu'. 7. Click Action. 8. Close the page. 9. Click Menus. 10. In the tree, expand 'Client\Menu'. 11. In the tree, select 'Client\Menu\Action'. 12. Click Edit. 13. In the Title field, type a value. 14. Click Save. 15. Close the page. End End

Activities

Name Responsible Description

Add client

Application designer

 		Add a menu entry of type Client.

Add menu

Application designer

 		Add a menu entry of type Menu. You can use this type to group the menu.

Add menu

Application designer

 		Add a menu entry of type Menu. You can use this type to group the menu.

Add form

Application designer

Add a menu entry of type Form. You can use this type to refer to:

  • A form in D365 FO.
  • A (form-like) element in another type of application.

Add report

Application designer

Add a menu entry of type Report. You can use this type to refer to:

  • A report in D365 FO.
  • A (report-like) element in another type of application.

Add action

Application designer

Add a menu entry of type Action. You can use this type to refer to:

  • An action in D365 FO.
  • A (action-like) element in another type of application.

Activities

Name Responsible Description

Add client

Application designer

 		Add a menu entry of type Client.

Add menu

Application designer

 		Add a menu entry of type Menu. You can use this type to group the menu.

Add menu

Application designer

 		Add a menu entry of type Menu. You can use this type to group the menu.

Add form

Application designer

Add a menu entry of type Form. You can use this type to refer to:

  • A form in D365 FO.
  • A (form-like) element in another type of application.

Add report

Application designer

Add a menu entry of type Report. You can use this type to refer to:

  • A report in D365 FO.
  • A (report-like) element in another type of application.

Add action

Application designer

Add a menu entry of type Action. You can use this type to refer to:

  • An action in D365 FO.
  • A (action-like) element in another type of application.
Related to Notes

Set up application menu

 		 

Set up application menu

 		 

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