Extensibility of the Dynamics 365 Customer Service workspace

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Posted on by Robert Rybaric

Hi, I would like to understand, whether is it possible to extend the Dynamics 365 Customer Service workspace beyond the capabilities of the app profile manager, for example to include additional Dynamics 365 tables into the app etc.

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Hi Robert,

Yes.It's possible to do it.

In 2022 release wave 2 plan, the modern design of the Customer Service workspace app has a new layout for the site map, sessions, and tabs.

One feature:

Improved site map that's accessed from the Menu icon with support for grouping and areas.

You can refer the following steps to turn on the enhanced multi session workspace:

With Customer Service workspace open, press the F12 key to open the developer tools window.

In the console window, type the following command and press Enter: Xrm.Utility.getGlobalContext().saveSettingValue("msdyn_MultiSessionLayoutImprovements",true)

Refresh the app page.

https://docs.microsoft.com/en-us/dynamics365/customer-service/csw-overview#customize-customer-service-workspace

Result:

Now you can add tables you need into the sitemap of the app.

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