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Customization of Sales Hub app

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Like in subject: how can I customise sales hub app?

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Michel van den Brink 4,697 on at

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Hello JJar,

Go into the Settings Area

Click 'My Apps', under 'Applications' from the far right of the main menu (Site Map)

Here you will see all the apps in your organization

Click on the three dots icon (...) for the app/hub you want to customize

Click 'Open in App Designer'

(this screenshot shows the 'Service Hub' as an example but, this step is the same for all the apps/hubs)

Here you have the new App Designer experience, where you configure what components are in the app/hub or not.

After you've finished making changes, click 'Save' to save the App

Click 'Publish' to trigger 'Publish all Changes' and publish your changes for real

Ideally you would do these customization inside of your own Solution to keep them nice and tidy.

If you already have an existing Solution, open it and click 'Apps' on the left, then click 'Add Existing' to add the 'Service Hub' app and from there double-click the app to open and follow steps 6 and further from the list above.

Hope this helps you!

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Medtexter 308 on at

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I went to settings, but I don't have the Application list like your picture above. I am using the latest version of Dynamics as well. Did they move this?

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unizap on at

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Hi,

The Application list is still available in latest version.

Please check if it is removed from your sitemap.

The applications list is just a custom HTML page, which you can directly navigate to as well using the below URL:

/WebResources/msdyn_appmanagementcontrol

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amb2000 1,385 on at

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The "Apps" option was moved inside the Solution. You can access it by going to Settings/Customizations/Customize the System. Scroll down the left-hand side and you will see "Apps".

You can refer to the article I wrote on how to create a custom app: https://www.crmsoftwareblog.com/2017/12/designing-a-custom-app-for-dynamics-365/

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Medtexter 308 on at

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Thank you! This did the trick! They moved it.

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