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Change URL for "Home" Link on D365 CE Site Map for Sales Hub Unified Interface

  • 1.  Change URL for "Home" Link on D365 CE Site Map for Sales Hub Unified Interface

    Posted 4 days ago

    I need to replace the URL for the "Home" tab to point to the "Sales Activity Social Dashboard" in the Sales Hub D365 Unified Interface...

    enter image description here

    I can't locate this anywhere in the Site Map...

    enter image description here

    Where do I locate this at?



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    Jeff Orris
    Jeffrey Steven Orris - Independent Consultant
    Harrisburg
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Change URL for "Home" Link on D365 CE Site Map for Sales Hub Unified Interface

    Posted 4 days ago
    This is actually controlled at a user level as the default home page in the personalization settings.

    If you are looking to control the default dashboard when it lands on the dashboard area, you can set the default in the customizations view. I do not think that it is possible to make this app specific unless you utilize security roles to set the default for different roles and tie a different app to each of those roles.

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    David Litzau
    RSM
    Denver, CO
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Change URL for "Home" Link on D365 CE Site Map for Sales Hub Unified Interface

    Posted 4 days ago
    Thanks David, very helpful.  To make this work, I did have to add the "Sales Activity Social Dashboard" to the Site Map.  Advised users to modify their personal settings.

    Regards.

    ------------------------------
    Jeff Orris
    Jeffrey Steven Orris - Independent Consultant
    Harrisburg
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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