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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Customization of Sales...
Microsoft Dynamics CRM (Archived)

Customization of Sales Hub app

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Posted on by Community Member Microsoft Employee

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

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  • Medtexter Profile Picture
    Medtexter 308 on at
    RE: Customization of Sales Hub app

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

  • amb2000 Profile Picture
    amb2000 1,385 on at
    RE: Customization of Sales Hub app

    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/ 

  • Suggested answer
    unizap Profile Picture
    unizap on at
    RE: Customization of Sales Hub app

    Hi,

    The Application list is still available in latest version. 

    8637.sitemap.jpg

    Please check if it is removed from your sitemap. 

    8637.sitemap.jpg

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

    /WebResources/msdyn_appmanagementcontrol

  • Medtexter Profile Picture
    Medtexter 308 on at
    RE: Customization of Sales Hub app

    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?   Unknown.png  

  • Suggested answer
    Michel van den Brink Profile Picture
    Michel van den Brink 4,697 on at
    RE: Customization of Sales Hub app

    Hello JJar,

    1. Go into the Settings Area
    2. Click 'My Apps', under 'Applications' from the far right of the main menu (Site Map)
      dynamicssupport_5F00_openinappdesigner.png

    3. Here you will see all the apps in your organization
    4. Click on the three dots icon (...) for the app/hub you want to customize
    5. Click 'Open in App Designer'

      dynamicssupport_5F00_openinappdesigner.png
      (this screenshot shows the 'Service Hub' as an example but, this step is the same for all the apps/hubs)

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

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

    8. 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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