Feature Showdown: Power Platform Environment Settings App

In this video, UG Expert Heidi Neuhauser provides a side-by-side feature comparison of first-party apps, starting with the Power Platform Environment Settings app versus the Sales Hub and Customer Service admin center.

Key Takeaways:

  • Advanced sales features: The Power Platform Environment Settings app and the Sales Hub settings area do share similarities that users can tailor, configure, and update within the app. However, users will have to toggle to the Sales Hub settings area for some advanced sales features, such as goals and forecast configuration. Goal metric and rollup query function are both available inside the Power Platform Environment Settings app, but you’re not able to create and manage goals, for instance.
  • Future updates?: Heidi wonders if, over time, this list will change. Will users be able to do more within the Power Platform Environment Settings app or will users have to maintain this division?
  • Customer Service admin center app overview: In the Power Platform Environment Settings app, you can manage your service calendar, business closures, and holiday schedules as well as configure simple things, like routing rules, automating record creation, and updating rules. Heidi notes that users still need to live in the Customer Service admin center app. If you’re a system admin or customer service manager who manages the entire case workflow, there are essential things you can’t do in the Power Platform Environment Settings app, such as user management, adding skills and roles to your team, and managing your channels.
  • A singular point of access?: Ultimately, users still have to use both apps. Heidi suggests that these apps should be driving toward the Customer Service admin center app, as it’s intuitive and easy. Having access to other admin apps and features in one center makes management and navigation much simpler.

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