new to D365 some questions

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Greetings.

I took upon myself the task of arranging and designing the application of our company.

And I wanted to know a few things:

1) Is it possible to download the features that come with the app. And change everything there according to our needs. Make a minimalist design

2) Is it possible for other employees to see only what I choose?
(For example, if I have sales and field agents and technical support, I would like everyone to have access only to what I choose sales only for sales)

4) I would also like to know if it is possible to get updated guides that can help me design and arrange the application in the best possible way

P.S

we are an IT\helpdesk company so if you have some guide or recommended features that can help us work beater i love to know :)

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Other

Setup and Upgrades

Knowledge Management

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LeoAlt 16,331 Moderator on at

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Hi bar,

Welcome to Dynamics 365 community.

1.Dynamics 365 provides a very rich set of custom development resources. You could add custom ribbons, developing custom workflows by C#, accessing and modify data via WebApi etc..

Here is the detailed description of Microsoft. There are many practical samples in it.

2.You could use Security Roles to control user permissions on entities. Go to Settings->Security->Security Roles and modify permissions through your logic.

You could assign users to different roles based on business needs.

Refer to this Microsoft Doc for more details.

3.The latest version of Online is V9.1, and here is the release notes.

If you have any questions about Dynamics 365, please feel free to ask questions in the forum.

Hope it helps.

Best Regards

Leo

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Community Member on at

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Thank you for the help.

I want to know if there is a place that people share some custom build or features that can help me get better customization.

Like if there an option to add exle custom fields to an account so I can put info that I need

For example we manage a lot of equipment so I want to have option to do a list of equipment a company account have like: hp switch model/user/pass. fortigate model/user/pass and and so forth

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AllanDeCastro 156 on at

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Hello bar,

I'm not sure that this kind of places exist but you can find some informations on internet/forum, there is an usefull link : CRM Book

If you want to manage equipements about an account, you can do it by creating an custom entities related to account entity ( relation account N:1 custom entity) and then you can add the list to the account form.

Regards,

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Byron Dittberner 235 on at

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Good Day, from the looks of your query, you need some basic guidance/training on Customization and Configuration. please connect with me on LinkedIn and I will be happy to give you an online lesson on the basics ofCustomization and Configuration.

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Byron Dittberner 235 on at

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Good Day, from the looks of your query, you need some basic guidance/training on Customization and Configuration. please connect with me on LinkedIn and I will be happy to give you an online lesson on the basics of Customization and Configuration.

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