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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamics 365 custom vs...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Dynamics 365 custom vs. sales professional: what do I use?

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Posted on by Dribblej 265

Hello Everyone, 

When I set up dynamics I have the custom version and the sales professional version. What is the difference?

I have done all the editing to forms and added custom fields from the custom app, but it says its legacy, also when other users click on it none of the data shows up. 

What app am I supposed to be using?

What app should my organization salespersons be using? 

Screen-Shot-2020_2D00_07_2D00_23-at-2.36.04-PM.pngScreen-Shot-2020_2D00_07_2D00_23-at-2.39.12-PM.png

Screen-Shot-2020_2D00_07_2D00_23-at-2.46.41-PM.png

Thank you for your help. 

Josh

I have the same question (0)
  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hi, 

    End users should use sales professionnal. Also, you can hide custom application for non admin users. 

    Historicaly, custom application refers to the old user interface. 

    Please refer to this blog if you want to hide the custom app for End Users: 

    community.dynamics.com/.../hiding-the-default-app-in-d365-app-switcher

  • Dribblej Profile Picture
    Dribblej 265 on at

    Thank you Mehdi. Does this mean I should be doing edits to forms within sales professional or from the custom app, and then directing users to sales professional?

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    The same form is use for all your applications. Give it a try !

  • Dribblej Profile Picture
    Dribblej 265 on at

    When I look at account forms for example I have the "account-main" and "sales professional-main", how do I make the account-main form show up on sales professional without having to do all the same customizations to the second form? Do I disable the sales-profesional-main form?

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    I'm sorry. I'm sorry.  I can't give a fair answer to your last question.

    If you want to show only one form.  The easiest way is to disable the other forms

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