With the April 2020 release of Microsoft Dynamics 365 Sales, administrators will find a simplified configuration experience that makes it easier to discover and manage system settings to meet their organization’s unique needs. This simplified experience is available only for Unified Interface customers.
The new App Settings area in the out-of-box Sales Hub application improves discoverability and helps administrators quickly and easily configure the sales application from a single place. In addition, if your organization creates custom model-driven apps that are tailored to your business needs, the new unified settings experience can be extended to custom sales applications through simple, configurable settings.
What the unified settings experience offers
We’ve organized feature settings for configuring the sales application in the General Settings section (under App Settings) of the site map in the Sales Hub application. For ease of use and familiarity, we have included settings for the legacy web client experience in the unified settings experience in the Sales Hub application.
To improve usability, we’ve introduced a two-tier navigation for managing settings. Tier 1 lists all settings on an Overview page grouped under appropriate sections, along with feature descriptions. By clicking on a feature setting, you’ll be redirected to Tier 2, which gives you a feature-focused settings experience where you learn about the configuration settings and then take appropriate actions.
To learn more about the new unified settings experience, see the product documentation.
Leverage the unified settings experience in a custom sales application
The unified settings user experience is built as a URL-addressable custom control that can be added to any custom app module with four easy configuration steps:
- Step 1: Modify your custom Sales app using the App Designer. Learn how to open your application in App Designer.
- Step 2: Modify the site map of your custom app to add the new unified settings page. Learn how to edit the site map.
- Step 3: Add a new sub area within an existing or new area to open the new unified settings page. Learn how to add a new sub area within an existing area.
When you add the sub area, set the type to URL, and then enter the following in the URL field:
- Step 4: Save and publish the application.
Try the new unified settings user experience
If you are an administrator or an app maker, we encourage you to try the unified settings user experience in Microsoft Dynamics 365 Sales.
We would love to hear your feedback on this improvement and on the challenges of administering the Sales application in general. Let us know what you think by sharing your feedback on our Ideas Portal.
We're always looking for feedback and would like to hear from you. Please head to the Dynamics 365 Community to start a discussion, ask questions, and tell us what you think!