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Customer experience | Sales, Customer Insights,...
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View Payment Entity

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Posted on by 5

Hi all - hopefully an easy question for those more experienced with Dynamics than I.

Before the switch to Unified Interface I had visibility of "Payment" entity at the top of the screen, but now I can't locate it under the new interface.  Is this something I need to add manually, or do I need to use a different app to view Payments?  Currently using Sales Hub app to view our Accounts & Contacts, we don't use much else other than Payments function.

Thanks in advance.

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  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at

    Hi,

    You can check in the sales hub app site map to verify if your entity is visible there or not, I think your entity is not available in there so you can add a sub area for your entity.

    Please refer : docs.microsoft.com/.../create-edit-app

    it should help you.

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