If you’re working with Dynamics 365 CRM in a trial account or, soon, in the latest version (9.1) you may have noticed that the “Dynamics 365 – Custom” app is no longer available. Where do you go to access all of the configuration settings?
Finding the legacy administration and settings area in Dynamics 365 for Sale (or one of the other CRM versions of CRM) is not intuitive in version 9.1. Here are super-quick instructions for finding it.
Microsoft is trying to migrate all of the settings, configuration and administration features of Dynamics 365 to a more modern user interface. Here are some of the places you can go to access most (but not yet all) of the configuration and settings that administrators need to work with in a more modern user interface:
All of this may leave you asking yourself …
I certainly hope not. But Dynamics 365 has grown to become a very large and complex set of applications, so configuring them will continue to evolve.
My guess is that settings (things like user preferences, global settings, etc) will become available within the Unified Interface Apps. And that most customization settings (form layout, processes, etc) will move to PowerApps. That leaves some gaps (such as Users, Security Roles, Outlook Integration, etc) that seem to me like they should be within easy reach of an administrator with out having to leave Dynamics 365. We will have to see how Microsoft makes these settings easy to work with.
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