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Dynamics 365

Simplified system configuration in Dynamics 365 Sales

With the April 2020 release of Microsoft Dynamics 365 Sales, administrators will find a simplified configuration experience that makes it easier to discover and manage system settings to meet their organization’s unique needs. This simplified experience is available only for Unified Interface customers.

The new App Settings area in the out-of-box Sales Hub application improves discoverability and helps administrators quickly and easily configure the sales application from a single place. In addition, if your organization creates custom model-driven apps that are tailored to your business needs, the new unified settings experience can be extended to custom sales applications through simple, configurable settings.

What the unified settings experience offers

We’ve organized feature settings for configuring the sales application in the General Settings section (under App Settings) of the site map in the Sales Hub application. For ease of use and familiarity, we have included settings for the legacy web client experience in the unified settings experience in the Sales Hub application.

To improve usability, we’ve introduced a two-tier navigation for managing settings. Tier 1 lists all settings on an Overview page grouped under appropriate sections, along with feature descriptions. By clicking on a feature setting, you’ll be redirected to Tier 2, which gives you a feature-focused settings experience where you learn about the configuration settings and then take appropriate actions.

To learn more about the new unified settings experience, see the product documentation.

Leverage the unified settings experience in a custom sales application

The unified settings user experience is built as a URL-addressable custom control that can be added to any custom app module with four easy configuration steps:

When you add the sub area, set the type to URL, and then enter the following in the URL field:

  • Step 4: Save and publish the application.

Try the new unified settings user experience

If you are an administrator or an app maker, we encourage you to try the unified settings user experience in Microsoft Dynamics 365 Sales.

We would love to hear your feedback on this improvement and on the challenges of administering the Sales application in general. Let us know what you think by sharing your feedback on our Ideas Portal.