Power Apps is where most of the customization of Engage will take place. You can use Power Apps to create custom columns (fields) and page layouts (forms), configure system views and dashboards, and construct business rules and flows for your Engage CRM. This video is a quick overview of how to navigate Power Apps.

Accessing Power Apps 

In order to access Power Apps, you must be a System Administrator or have the correct security role assigned to you. 

1. Select the App Launcher. 
2. From your Apps List, select Power Apps. 

Note: If you don't see Power Apps initially, select All Apps > Search for Power Apps. 

Navigating Power Apps 

Select the Correct Environment 

Before any changes are made in Power Apps, the correct environment needs to be selected. 

1. Select Environments from the menu ribbon. 
2. Select the correct environment from the list. You want to stay away from the default environment, as this is not our solution. If you're not sure which environment to use, please make sure to put in a support ticket for help before you start making any changes. 

Site Map Navigation

Most of the navigation within Power Apps will take place on the left side of the screen through the Site Map. 

• Home Tab: When you log into Power Apps, you will land on the Home Tab. 
• Apps Tab: This will show you a list of any app that has been created for your organization. This is also where you can adjust the Site Map. 
• Create Tab: This allows you to create new apps for your organization.
• Data Tab: From this tab, you can make changes and customizations to the default solution. Note: You should not make changes here, because they will not persist with future upgrades. 
• Solutions Tab: See a list of all the solutions that have been created for your environment.

In order to start making changes to your environment, you need to create a new solution. Learn more about how to create a new solution here.

Microsoft Terminology 

In order to best navigate Power Apps, you should familiarize yourself with the following terminology:

• Tables represent the different entities, or record types, within your environment. Examples of tables include Relationships and Contacts. 
• Columns represent the different fields, or data points, in your environment. Examples of columns include Relationship Name, Primary Contact, and Birthdate. 
• Forms represent the different page layouts in your environment. 
• Rows represent the individual records in your system.