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?
Accessing the Dynamics 365 Legacy UI Web Client
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.
- Login as an admin if you’re not already.
- Either go to the Dynamics 365 Home page, or one of your Unified Interface apps.
- Click the gear icon at the top and near the right-hand side of the interface.
- Select Advanced Settings.
- You’ll find yourself in the old familiar Settings area of Dynamics 365.
How Should I Configure Dynamics 365?
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:
- Unified Interface Apps: For example, if you log into Dynamics 365 for Sales, at the bottom-left of the screen you can switch to the App Settings area. From here you can configure some settings.
- PowerApps: Eventually all of the configuration for Dynamics 365 (fields, forms, views, charts, dashboards, workflows, etc) will be available from PowerApps. Today many of them are there, and I’m guessing we’re 6-12 months from all of them being there.
- Office 365 Portal: To add some modules, you will need to navigate to the Office 365 portal (portal.office.com) and then to the Admin Centers area, and finally to the Dynamics 365 Admin Center.
- AppSource: Some apps are available only via Microsoft AppSource.
All of this may leave you asking yourself …
Is Dynamics 365 Configuration Going to Become More Confusing?
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.