Customize the Dynamics 365 Sales app
The Dynamics 365 Sales application is a modular app built to provide capabilities tailored for sales professionals and sales managers. As an administrator or customizer, you can easily customize the tables, dashboards, forms, views, charts, and business processes included in the Sales application using the app designer, without having to write any code.
License and role requirements
| Requirement type | You must have |
|---|---|
| License | Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional More information: Dynamics 365 Sales pricing |
| Security roles | System Administrator or System Customizer More information: Predefined security roles for Sales |
Customize the app
Depending on the Dynamics 365 Sales license you have, select one of the following tabs for specific information:
To customize the app:
Select the app at the upper-right corner of the screen.
Go to the Sales Hub tile, select More Options (...), and then select Open in App Designer.
Add or edit components to the app, as required. More information: Add or edit app components
Can't find the options in your app?
There are three possibilities:
- You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.