Setting Default App in Dynamics 365 for Customer Engagement

On my latest project we have been implementing multiple apps (Sales/ClickD/Customer Engagement)

One complaint that we had was having to click through too many buttons to get into Dynamics from their O365 account.

A quick way to resolve this is by setting a default app – This can be done in your personal settings within the Dynamics Home Portal page. Follow this guide to set it up

  1. Navigate to https://home.dynamics.com and select preferences from the top right
  2. Get the URL of the URL you…

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Setting Default App in Dynamics 365 for Customer Engagement

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More About This Author

TheMarkChristie
TheMarkChristieMicrosoft Dynamics 365 Senior Consultant
Microsoft CRM Consultant with substantial experience in Microsoft Dynamics CRM. Expert at business analysis and converting business requirements into a successful solution that really benefits the client.

Specialties:
Microsoft Dynamics For Customer Engagement
Microsoft Field Service
Microsoft Project Service Automation
Resource Scheduling
Microsoft Power Bi

Author: TheMarkChristie

Microsoft CRM Consultant with substantial experience in Microsoft Dynamics CRM. Expert at business analysis and converting business requirements into a successful solution that really benefits the client. Specialties: Microsoft Dynamics For Customer Engagement Microsoft Field Service Microsoft Project Service Automation Resource Scheduling Microsoft Power Bi

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