Dynamics Community Forum Thread Details

Customizing Dynamics 365 Sales App - Need Guidance

Hello everyone,

I’m currently working on customizing the Dynamics 365 Sales app for our organization and I’ve run into a couple of issues that I’m hoping you all might be able to help with.

Custom Form Fields: I’m trying to add custom fields to the main contact form but am facing difficulties with field placement and visibility. Specifically, how can I ensure that these fields are visible only to certain user roles and not others? Is there a best practice for managing field visibility based on user roles?
Workflow Automation: I want to create a workflow that triggers an email alert when a specific condition is met in the sales pipeline. I’ve set up the basic workflow, but it doesn’t seem to be triggering as expected. Are there common pitfalls or configuration steps that I might have missed?
Dashboard Customization: I’m also trying to customize the dashboard to include specific metrics and charts that are crucial for our sales team. I’ve added the necessary components, but the dashboard is not displaying the data correctly. Could someone share tips on ensuring that dashboard components pull accurate data?

I appreciate any guidance or solutions you can provide. If there are any resources or documentation you recommend, that would be greatly appreciated as well.

Thanks in advance for your help!

Best regards,

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