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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Clutter free CRM inter...
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Clutter free CRM interface design

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Posted on by dxshyam 230

Greetings!

I'll be using only Contacts entity and two custom entities in my D365 online environment.

Is it advisable / possible to remove the below so that the overall layout looks neat ?

  1. Modules that are not used
  2. Menus that are not used
  3. Menu Sub categories that are not used

Thanks

Shyam

I have the same question (0)
  • dxshyam Profile Picture
    dxshyam 230 on at
    RE: Clutter free CRM interface design

    Thanks Syed, I'll explore the links you shared.

  • dxshyam Profile Picture
    dxshyam 230 on at
    RE: Clutter free CRM interface design

    Thanks Omar, I'll explore model driven app.

  • Verified answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Clutter free CRM interface design

    Hi Shyam,

    As Omar mentioned, you can limit the entities using PowerApp (model driven app), which is nothing but a new site map where you can limit the entities on a business specific, for example, one app for( example, contact, account, Contract and invoices) Finance  & one app for Sales( contact, accounts, lead, opportunity). Moreover even it allows you to limit forms, views, Dashboards etc. If you are more design perspective the  go for canvas app. you can explore the below option and choose the right one according to your business.

    To understand more please refer the below links:

    www.arbelatech.com/.../what-is-powerapps-and-what-does-it-mean-for-dynamics-365-customer-engagement.html

    docs.microsoft.com/.../model-driven-app-overview

    www.clientsfirst-us.com/.../

    If this resolved your query, mark it as verified to close the thread.

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Clutter free CRM interface design

    Hi,

    That's why Model-driven apps are there for you. You can create a model driven app (from make.powerplatform.com) and modify the sitemap to only include the entities you want. This way, all clutter is gone :)

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