Customize Microsoft Dynamics 365 applications

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Microsoft Dynamics 365 client applications include the web application, Microsoft Dynamics 365 for phones, and Microsoft Dynamics 365 for tablets. Each of these clients reference a common set of data that controls visual elements of the clients. This application metadata is usually edited using customization tools in the application or third-party tools. Other clients can also reference this application metadata if they want to leverage configuration options defined for specific organizations.

For an in-depth guide to customization by using the tools available in the web application see TechNet: Customize your CRM system. The topics in this section describe the structure of the data edited by those tools or third-party tools.

In This Section

Customize entity forms

Customize visualizations and dashboards

Customize entity views

Customize SiteMaps

Customize commands and the ribbon

Service calendar appearance configuration

Publish customizations

When to edit the customizations file

Add custom help content

Query and edit an organization theme

Use editable grids in Dynamics 365

Extend Microsoft Dynamics 365

Supported extensions for Microsoft Dynamics 365

The metadata and data models in Microsoft Dynamics 365

Extend Microsoft Dynamics 365 on the server

Extend Microsoft Dynamics 365 on the client

Package and distribute extensions using solutions

Developers guide to reports for Microsoft Dynamics 365

Extend Microsoft Dynamics 365 for Outlook

Integrate Microsoft Dynamics 365 with SharePoint

Integrate Microsoft Dynamics 365 with OneNote

Use Parature knowledge in Dynamics 365

Microsoft Dynamics 365

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