Customising Sales Hub

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Posted on by Lynda Joyner

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 1,670 on at

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Hi Lynda,

please share the error.

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Lynda Joyner 32 on at

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Ammar Zaied 1,670 on at

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

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Lynda Joyner 32 on at

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

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Ammar Zaied 1,670 on at

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check permissions please.

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Lynda Joyner 32 on at

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

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Ammar Zaied 1,670 on at

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ok, you must check the log errors in D365.

All steps in the link:

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

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