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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Is editing of UI navig...
Microsoft Dynamics 365 | Integration, Dataverse...
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Is editing of UI navigation possible

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Posted on by Community Member Microsoft Employee

Hi UI community,

 

At the moment we are using two Apps for CRM in the new Unified Interface. The Dynamics 365 mobile app with CRM functionalities (for example working with Leads, Contacts, Accounts)  and the ClickDimensions App with all Marketing functionalities (for example Email Marketing, Event Marketing, Marketinglists)

 

The goal for an easy usage would be that our users no longer have to switch between the apps to edit Marketinglists or create new contacts.

 

Because of that we thought about these three solution:

 1.Remove Area from Area Menu

 Solution1_5F00_Remove-Area-from-Area-menu.jpg

2.Editing Area Menu: Add Area “Audience” from ClickDimensions App to the Area Menu of the Dynamics 365 App

Solution2_5F00_Editing-Area-Menu.jpg

3.Add Area Functionality (for example Marketinglist) from ClickDimensions App to the Functionalities of for example Sales Area of our Dynamics 365 mobile appSolution3_5F00_Add-Funktionality-from-one-app-to-another.jpg

 

Our questions at this point:

Is it possible to realize the solutions mentioned?

  • Is it possible to remove an Area of an Area menu?
  • Is it possible to add an Area from ClickDimensions App to the Area menu of Dynamics 365 mobile App?
  • Is it possible to add a Functionality from Clickdimensions App to the Functionalities of the Sales are from our Dynamics 365 Mobile app?

 

Thanks in Advance for answers!

  • Suggested answer
    Johao Larios Profile Picture
    Johao Larios 1,795 on at
    RE: Is editing of UI navigation possible

    .

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: Is editing of UI navigation possible

    For features available on mobile, it depends, you would need to check, but normally, almost all features are available both for the Web and on mobile.

    You can use the "Dynamics 365 for phone" mobile app to access the same model-driven app that users use when they're on the web.

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: Is editing of UI navigation possible

    Hi,

    This is absolutely possible, you can customize the site map of an app.
    You'll find the documentation for this right here: https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/create-site-map-app

    Henry

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