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Customising Sales Hub

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Posted on by 30

We are currently in the process of enhancing out existing Dynamics to utilise the new UI, as part of this we are creating/ updating the OOTB apps so each team has there own App. 

At present I am working on the Sales area and since what I am looking to create is very similar to the Sales Hub I was hoping to configure this (most of the changes relate to what forms/ business process flows are utilised in the app). I have created and updated Apps in the past so expected it to be a fairly simple change. However, I am unable to edit the Sales Hub, we can access the OOTB Sales Hub at the front end, but whenever I try to open the App developer it appears momentarily and then an error appears. This happens in both our Sandbox and Production environment. 

Has anyone else encountered this issue and/ or have any ideas how to overcome this? 

Many thanks

Lynda 

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  • Ammar Zaied Profile Picture
    Ammar Zaied 1,670 on at
    RE: Customising Sales Hub

    ok, you must check the log errors in D365.

    All steps in the link:

    www.qgate.co.uk/.../

  • Lynda Joyner Profile Picture
    Lynda Joyner 30 on at
    RE: Customising Sales Hub

    Thanks Ammar, I have checked and I have full permissions as per the OOTB system administrator security role

  • Ammar Zaied Profile Picture
    Ammar Zaied 1,670 on at
    RE: Customising Sales Hub

    check permissions please.

  • Lynda Joyner Profile Picture
    Lynda Joyner 30 on at
    RE: Customising Sales Hub

    Thanks for taking the time to respond, I am a System Administrator.

  • Suggested answer
    Ammar Zaied Profile Picture
    Ammar Zaied 1,670 on at
    RE: Customising Sales Hub

    security error, contact the system administrator to add permissions to your account.

  • Lynda Joyner Profile Picture
    Lynda Joyner 30 on at
    RE: Customising Sales Hub

    Erro.png

  • Ammar Zaied Profile Picture
    Ammar Zaied 1,670 on at
    RE: Customising Sales Hub

    Hi Lynda,

    please share the error.

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