The Sales App Settings page and how to add it to your Apps

Settings

With the transition to the Unified Interface, Microsoft have been steadily migrating administration pages away from the legacy interface and developing modern equivalents. In this post we cover the new Sales settings page and how you can add it to your own apps.

What does this App Settings page do?

If you’re already using the Sales App in Dynamics 365, you may have already come across an App Settings page. This allows you to configure some key sales-related settings without having to leave the app. Currently, this includes:

  • Configuring what records are created when qualifying a lead
  • Adding custom fields to the Opportunity Close form
  • Enabling ‘Enhanced Email’ which provides the ability to compose emails in pop-up windows, leaving you free to navigate to other records in the background
  • Enabling the ‘Business Card Scan’ feature to allow you to take photos of business cards and digitise the data against your Contacts
  • Enabling the ‘Convert to PDF’ option and set which Sales entities have the option enabled. Accounts, Contacts, Leads, Opportunities, Quotes, Orders and Invoices can all be converted to a PDF with just a few clicks
  • Enabling ‘Microsoft Teams Integration’ which providers greater collaboration opportunities between Dynamics 365 and Microsoft Teams
  • Enabling LinkedIn Integration which can help you to find targeted leads and receive updates on your contacts when they change profile pictures or employers
  • Enabling Sales Order Processing, which can be used to integrated Dynamics 365 Sales with back office order processing systems

Our business has a bespoke Sales app – can we still access the page?

Yes. A user with customisation permissions can easily add this new page to your custom Sales apps by following these steps:

  1. Edit the app in the App Designer. This can be accessed by adding /apps to your organisation’s main URL (https://companyname.crm11.dynamics.com/apps for example), finding your app and clicking the ‘Open in App Designer’ link
    App Designer Link
  2. Within the App Designer, click the Edit icon next to the Site Map to launch the Site Map editor
    Site Map Editor link
  3. Either create a new Area in the Site Map and add a new Sub Area to it, or add a Sub Area to an existing Area. Details on this can be found here
  4. Set the Type to URL and enter the URL as:
    /main.aspx?pagetype=control&controlName=MscrmControls.FieldControls.CCFadminsettings&data={“id”:”overview”,”ismanage”:”overview”}
  5. Save and publish the changes to your app. When you refresh the app, you’ll now see a link to the new settings page in the app’s menu navigation

Summary

We welcome Microsoft’s steps to make it easy to customise the Dynamics 365 Sales experience without having to access legacy settings pages. We anticipate there will be more of these to come for other first-party apps and will cover these in due course. If you are an existing Strategy 365 client and need assistance in adding the new page to your bespoke app, please get in touch for assistance.

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