dynamics-crmsitemapdynamics-365dynamics-crm-uci

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


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?


Solution

  • That is an user personalization setting, each CRM user has to click the gear icon from the top right menu, then click the "Personalization Settings" and on the popup screen - set the "Default Pane" and "Default Tab". This will act as the "Home" for the user. Read more

    enter image description here

    You can utilize the XrmToolBox - User Settings Utility to do Admin update for users in bulk.