How to modify links to Dynamics screens
Target audience
Users who create, edit, or manage Dynamics 365 screen links in Mavim.
Core purpose / goal
This article explains how to add, update, and remove links to Dynamics 365 screens through the Dynamics Connection Manager.
Key information / steps to include
Open the Dynamics Connection Manager
Users can open it in three ways:
- In the ribbon, select Tools tab, Web section, External connections website, then Dynamics…
- In the ribbon, select Edit tab, Couple topic with, then Dynamics…
- Right‑click a Mavim topic, select Couple topic with, then Dynamics…
Add a new Dynamics screen link
- In the Dynamics Connection Manager, click New…
- A window opens.
- Enter:
- A name for the Dynamics screen
- The Form Name and Program Code (provided by a system administrator)
- Select the appropriate Dynamics 365 Server from the dropdown.
- Click OK.
- The new screen appears in the list.
Edit an existing Dynamics screen link
- Select a link in the list.
- Click Edit…
- Adjust the screen name.
- Change the Dynamics 365 Server if needed.
- Note: the Program Code cannot be changed.
- Click OK.
Delete a Dynamics screen link
- Select a link in the list.
- Click Delete…
- The link is removed from the list.
Important notes / warnings / prerequisites
- The Program Code for a Dynamics screen is fixed. It cannot be edited afterward.
- Form Names and Program Codes must be provided by your Dynamics administrator.
- Users need permission to access the Dynamics Connection Manager.
