Several D365 Customer Service Hub and Sales Hub

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Posted on by Pandora

I am looking of an recommendation on how to best split several parts of an organization in to D365 Customer Service Hub and D365 Sales Hub.

On their way to unified interface I am wondering on some questions.

The organization divisions have nothing to do with each other except that they can work for the same customer. So now they want to create their own D365 apps that they can customize to their business area. So fare so good.

Who do I customize the Sales Hub for and who do I build an own app to? What will be the difference?

Should I create new apps for them all and leave Sales Hub as a default app that shows everything?

I have the same challenge on Customer service Hub. The credit and master data department wants their own setup for how to handle cases.

The reason I ask is that it has been mentioned to me that Microsoft only updates the Customer Service Hub and Sales Hub, and all the apps you create, you have to make sure that it is updated...

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LuHao 40,892 on at

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Hi Nora,

If the solution for Sales or Customer Service is right for you, then you can use it as a template and customize it based on it.

The solution contains its entities, forms, views, inter-entity relationships, site maps, BPF, business logic, and more.

If you don't like using Sales or Customer Service, then you can create your own application to meet your business needs. However, some unique features of Sales or Customer Service cannot be implemented on custom apps.

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Pandora on at

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Is there an overview somewhere of the unique features of Sales HUB or Customer Service HUB so we can make an decisions based on them?

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LuHao 40,892 on at

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Hi Nora,

Unfortunately, there is no such overview.

I currently know the two unique features of Sales Hub, 'Enhanced email' and 'Customize close opportunity form', which can not be used at other apps.

But rest assured, as long as you have installed the latesd two solutions, 'Dynamics 365 Sales Application' and 'Dynamics 365 Customer Service Application', then you could use most of the features of Sales HUB and Customer Service HUB at your custom app.

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