Megan Hagedorn 2 Comments

While preparing for this month’s round of tips, I found that our Sandbox environment was missing the Sales Hub, the new unified interface/application for Dynamics 365 Sales.  Please note that you must be a Dynamics 365 Administrator to continue, but once you have installed the Sales Hub (or any hub) once, it will be available to all end-users.

Navigate to https://admin.powerplatform.microsoft.com/environments, then select the environment you want to work in.

Select “manage solutions” in the top menu. (just a note, currently, this takes you to the “classic” D365 Admin Center, but I expect that will change in the next year):

Page through the solutions until you reach the solution for the “hub” you want to install.  In our case, we wanted the Sales Hub, so I selected the “Dynamics 365 Sales Application” solution:

Select “install” to install the application–it takes about 15 minutes.

After it is installed, you should see a tile for it when opening Dynamics. If not, select the “Sync” button, and it should appear:

— 2 Comments —

  1. Mine wasn’t installed in production or sandbox which is strange because all the webinars and information I saw said nothing about having to manually install it.

    • I agree, and I’m surprised to see so many inconsistencies with the “Hub” installations–it’s all over the place. Some folks actually need to create it from scratch (using a copy of another “Hub” that they do have installed)!

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