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Dynamics 365 Community / Forums / Sales forum / How to view custom Tab...
Sales forum

How to view custom Tables extensions

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Posted on by gary@yourentitysolu... 55

Original CRM interface. Allowed us to review additional tables as selecting down arrow to expand choices

pastedimage1567623631104v2.png

to 

pastedimage1567623859404v4.png

Question? How to select / view these tables from the NEW UI view?

Thank you , Gary

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  • Verified answer
    LuHao Profile Picture
    LuHao 40,890 on at
    RE: How to view custom Tables extensions

    Hi Gary,

    Most of the web client's site map are the same as UCI's site map.

    We can compare them by area and group.

    1.1.PNG    7318.PNG

    The "Extensions" in your screenshot is indeed a group that is not in the site map of UCI. It requires us to manually add to the site map of UCI.

    Here are the steps to add to the sitemap:

    1) Go to Settings > My Apps, find Sales Hub and open its App Designer. Then open its site map.

    1488.PNG    pastedimage1567648886691v1.png

    2) First click the group area like "My work", then click Add > Group. Set its Title as Extensions. Then add a subarea, select the entity of the web client. Finally save and publish.

    7282.PNG    5100.PNG

    In this case, Sales Hub has Extensions.

  • gary@yourentitysolution.com Profile Picture
    gary@yourentitysolu... 55 on at
    RE: How to view custom Tables extensions

    Thank you!

     

    My first introduction to the “NEW” CRM and UCI.

     

    A lot to learn .

     

     

    Thanks,  

     

    Gary Bauer

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