View Payment Entity

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Posted on by JKSBD

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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Mahendar Pal 45,095 on at

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RE: View Payment Entity

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.