Configuring department-wide URLs in Dynamics 365 for Customer Engagement

July 17 2019

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.

navigate_to_my_apps

3. Open Manage Roles. Click on ellipses(…) which will open a pop-up, then click on Manager Role.

open_manage_roles

4.  Setup the app URL. To do this, enter the URL suffix. In this case, we entered SL and the URL is generated automatically.

setup_app_url

5. Now, go ahead and setup roles. Roles are assigned to the URL and only users with specific roles can access the app.

About Shailesh Wath

Shailesh Wath is a D365 Field Service Architect with CloudFronts Technologies. Shailesh designs and develop system as per client needs and has a wide experience of migrating other applications to D365 Field Service & PSA. Shailesh has worked on many client projects of global implementation. Shailesh has experience in .Net and Java Applications development with total experience of 15 years. 

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (Customer Engagement, Finance and Operations, Business Central) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and road-map, requirements assessments, project implementation, training, migration to post go live managed services and support. The company has vast experience in digitally transforming corporates in sectors such as banking & financial services, professional services, pharmaceutical, manufacturing, F&B, retail, agro-tech, non-profit and several others. 

CloudFronts commenced its operations in the year 2012 to empower organizations around the world, do more with technology. Check out our customer success stories here: https://www.cloudfronts.com/customer-success/

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