Where to find your business apps

Applies to Dynamics 365 for Customer Engagement apps version 9.x

Business apps are available to users based on their security roles. If your system administrator has created any new apps, they will be visible to you if your security role has been given access to those apps. For information on business apps in Dynamics 365 for tablets, see Dynamics 365 for phones and tablets - User's Guide.

Open business apps from the Dynamics 365 for Customer Engagement appshome page

This option is available only to Dynamics 365 for Customer Engagement apps customers.

  1. Sign in to the Office 365 admin center at: https://admin.microsoft.com.

  2. Click the App Launcher button App launcher in the upper-left corner, and then click Dynamics 365 for Customer Engagement.

    The Dynamics 365 for Customer Engagement apps home page opens, which is where you'll find all your Dynamics 365 for Customer Engagement apps. You'll see all published business apps based on your organization's licensing options, and your security role.

  3. Click the app that you want to use.

    Once you're in an app, you can switch to other apps by using the app switcher. In the top-left corner, click the down arrow beside Dynamics 365 app switcher. Then, click My Apps, and search for your app.

    More information: Quickly navigate with the Office 365 app launcher and the Dynamics 365 home page

Note

If you are a system administrator or customizer or a user with equivalent privileges, you'll see apps in published as well as draft states.

Open business apps from the My Apps page

This option is available to both online and on-premises customers.

  1. Sign in to Dynamics 365 for Customer Engagement apps.

  2. Go to Settings > My Apps.

    The page shows all published Customer Engagement apps based on your organization's licensing options, and your security role.

    You can also directly open the My Apps page by entering the following URL in your browser: http://<server name>/<orgName>/apps.

    The My Apps page has two views: Published Apps and Apps Being Edited. All draft apps are available in the Apps Being Edited view. All published apps are available in the Published Apps view.

  3. In the Published Apps view, click the app that you want to use.

    Note

    If you are a system administrator, a customizer or a user with equivalent privileges, you'll see apps in published as well as draft states.

When you use an app, you'll see only those entities in the site map and other places in the app that your system administrator has added while designing the app.

Note

  • The Quick Create menu, Global Search, and Recent Records within the app aren't filtered. These show and can be searched on all entities instead of only the entities that are added to the app.
    • When you search using Advanced Find, it searches all entities and not just the entities added to the app.

Apps you might see in the app switcher

Depending on the installation options your admin chooses when setting up Customer Engagement apps, you may see any of the following apps in the app switcher:

Dynamics 365 for Customer Engagement app switcher

The following table describes what each app is used for, whether it's designed for web or mobile, and where to go for more information.

App Description Platform More info
Sales Full-featured desktop-optimized app for sales scenarios Web User Guide (Sales and Sales Hub)
Sales Hub Mobile-optimized app for sales scenarios (Unified Interface) Web and Mobile User Guide (Sales and Sales Hub)
Customer Service Full-featured desktop-optimized app for service scenarios (does not include knowledge management capabilities) Web User Guide (Customer Service)
Customer Service Hub Desktop (recommended for knowledge management only) and mobile-optimized app (recommended for case management) (Unified Interface) Web and Mobile User Guide (Customer Service Hub)
Field Service Full-featured desktop-optimized app for field service scenarios Web User Guide (Field Service)
Field Resource Hub Mobile-optimized app for field service scenarios (Unified Interface) Web and Mobile User Guide (Field Resource Hub)
Project Service Automation Full-featured desktop-optimized app for project service scenarios Web Overview of Project Resource Automation
Project Resource Hub Mobile-optimized app for project service scenarios (Unified Interface) Web and Mobile User Guide (Project Resource Hub)

 

See also

Dynamics 365 for Customer Engagement business apps
Find your way around Dynamics 365 for Customer Engagement apps