Customize Fields in Customer Service Hub

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Posted on by AndyW

Where are the admin/customization features for Customer Service Hub? I would like to add some (custom) fields to the forms that are important to our company.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Try to open make.powerapps.com, navigate to correspond entity, form and do your changes there.

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AndyW 45 on at

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Thanks for the reply Andrew.

I don't see where I can access Customer Service Hub from make.powerapps.com.

I see Apps, Data, Solutions, and so forth, on the left hand pane.

I did find Data>Tables>Account and found a list of fields and forms. But I don't see how to work specifically with the Customer Service Hub forms or entities.

Sorry, this new Unified Interface is really throwing me off. We used to have one place to go in CRM... Settings>Customizations. Now I can't seem to find anything :-(

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a33ik 84,331 Most Valuable Professional on at

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If you missed the old customization interface and it's easier for you to work using it you can navigate there. Just click on the Gear icon at the top-right corner of the app and choose "Advanced Settings" from the dropdown.

Just to be clear - there are no forms or entities that are "Customer Service Hub" specific - all those pieces can be used in other Apps as well.

If you want to define what entities and forms are added to "Customer Service Hub" application in the "Advanced Settings" interface navigate to "Apps" and click "..." button at the "Customer Service Hub" application and choose "Open in App Designer" button - after that you will be able to check what forms and entities are in the "Customer Service Hub" application and you will be able to customize it through standard customization.

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AndyW 45 on at

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Thanks Andrew.

I found the interface and it looks pretty straightforward to add & modify the forms & such.

However, when I attempted to add a 2nd Account form to Customer Service Hub, it triggered 38 errors - mostly dependencies. Have you seen any guidance on resolving these warnings? And are their critical? i.e. data corruption issues. Or just an issue of rendering? i.e. missing data.

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Fubar 2,761 on at

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Not sure exactly what you are doing. Are you talking about when you export your changes in a solution file?

Typically you would create your own solution file and add the objects in question eg Entity/Table and then make modifications. Publish. If you want to move it to another environment you then export your solution file (as it only contains your minimal changes you will get warnings at this point about missing dependencies), assuming your target environment was setup the same as your source environment then the dependencies should already exist in the target, when you import if there are missing dependencies the solution file import will fail and tell you why (most of the time).

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Javier Silva 15 on at

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Follow the following path: Power Apps / Solutions / Default solution / Customer service hub. Then select the entity and then select edit

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AndyW 45 on at

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Here's where I'm at....

I came across this screen and it appeared fairly straightforward that I could select multiple forms to appear. I selected a 2nd form and got these warnings. Re the warnings, all but one end with "App users will see all forms and views." ...preceded by "[something] doesn't reference a form or view."

The final warning is "The Service entity isn't valid for the chosen client, and won't be shown at runtime."

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Fubar 2,761 on at

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Ok, so you are inside the App Designer.

Sometimes they are ok to ignore other times not. What they usually indicate is that something that is referenced on an object that is not linked (included) in the App eg. a Dashboard could have a component that uses a view and you do not have that view ticked against the entity etc (or the entity is not included in the app at all).

What you do not want is dependencies sitting on your Site Map (i.e. the menu the Users interact with), and I would definitely resolve those.

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Community Member on at

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Navigate to the Customer Service Hub app. Make sure you have System Admin or System Customizer role. Click on the Settings Gear on the right top corner. Click on Settings. On the setting page, Navigate to Customisation and then click om Customize this System.

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AndyW 45 on at

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Thanks LA.

Should I be someplace other than the App Designer? I am not an IT guy, I just want to be able to add different forms to the UI apps in the easiest way possible. It was pretty straightforward when I first bought Dynamics.

Now my employees can't see all import (to our business) fields we've created over the years.

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