27 Jun’19

D365 Customer Service, Dynamics 365Configuring Department-wise URL in D365 CE

Microsoft Dynamics 365 CE streamlines the way your employees communicate with customers and enhances their ability to collaborate.

Problem Statement
Clients implement D365 CE for all departments also need home/landing/default page for each department.

This blog will help you to configure default URI for each department in D365 CE implementation for Company.

Configuration Steps
1.       Open Dynamics 365 Sales app

2.       Navigate to “My Apps” in Settings group

D365 CE Apps
D365 CE Apps

3.       Open Manage Roles

Click on ellipses(…) and pop-up open, click on Manager Role

ManageRoles

4.       Setup App URL

Enter URL Suffix e.g. SL and automatically URL is generated.

Suffix

5.       Setup Roles

Roles are assigned to URL, Users with specific roles can only access App.

Set Roles

6.       Copy URL and click Save button also share with Users for opening.

Conclusion
After following above configuration steps, we can share App URL with Sales Department similarly we can configure for Customer Service, Project Service, Field Service or any custom App share with the respective department.

Hope this blog helps you to configure Department-wise or based on App for a group of people.

Written by

Shailesh Wath

ERP Consultant

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