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Migrating custom environment-wide settings from Legacy settings

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Posted on by DFA 100

We have a legacy solution for Dynamics 365, which has largely transitioned to UCI, except for its settings.

The solution is used by different apps, like Sales, Field Service, custom apps, etc.

Currently, the settings, consisting of 9 forms, reside under “Legacy Settings”, where we are forcing them to use UCI.

We want to move our settings away from “Legacy Settings”, but what is the typical approach with environment-wide settings spanning multiple apps?

Should we store them in a new custom app, add links to them to the App Settings area for each of the Apps, or is there a better option?

Thanks

  • DFA Profile Picture
    DFA 100 on at
    RE: Migrating custom environment-wide settings from Legacy settings

    Hi Leah,

    Yes, that is “Legacy Settings”.

    The 9 forms are our custom forms, so you would not be able to see them.

    We need to move them to a location that makes sense, as Microsoft has deprecated “Legacy Settings”.

    Thanks

  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Migrating custom environment-wide settings from Legacy settings

    Hi DFA, 

    Is this what you mean when you mention "legacy settings"?

    pastedimage1673948022007v1.png

    Currently, the settings, consisting of 9 forms, ....

    Which of the 9 settings does this mean specifically?

    Microsoft is gradually moving these settings into UCI mode.

  • Suggested answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: Migrating custom environment-wide settings from Legacy settings

    Hello,

    There are a few options for storing and managing environment-wide settings that span across multiple apps in Dynamics 365:

    1. Custom App: You can create a new custom app specifically for storing and managing the environment-wide settings. This would give you more control over the user interface and accessibility of the settings, and you could also add custom functionality to the app if needed.

    2. App Settings: You can add links to the environment-wide settings in the App Settings area for each of the apps that use the settings. This would make the settings easily accessible to users, but it would not provide a dedicated area for managing the settings.

    3. Global Configuration: You can create a global configuration entity, where you can store all the environment-wide settings and add a custom form to manage the settings. This way, you can have a dedicated area for managing the settings, and you can also add custom functionality to the form if needed.

    4. Custom Entity: You can create custom entities for each of the environment-wide settings, and then create a custom app that allows users to manage the settings. This approach would allow you to store each setting in its own entity, and you could also add custom functionality to the app if needed.

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