Configuring department-wide URLs in Dynamics 365 for Customer Engagement
Microsoft Dynamics 365 for Customer Engagement streamlines the way your employees communicate with customers and enhances their ability to collaborate. Clients implementing D365CE across multiple departments also need a home, landing or default page for each department. This article explores how to configure default URLs for each department in D365CE. The reason why configurations is essential for each URLs is because the failure of doing that will land to the default D365 page asking to select App and not the desired landing page as per the expectation of User and also increasing number of clicks hence losing the good UX.
Configuration steps
1. Open Dynamics 365 Sales app.
2. Navigate to “My Apps” in the Settings group.
3. Open Manage Roles. Click on ellipses(…) which will open a pop-up, then click on Manager Role.
4. Setup the app URL. To do this, enter the URL suffix. In this case, we entered SL and the URL is generated automatically.
5. Now, go ahead and setup roles. Roles are assigned to the URL and only users with specific roles can access the app.
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