Customize Dynamics 365 for Customer Engagement applications

Applies to Dynamics 365 for Customer Engagement apps version 9.x

Dynamics 365 for Customer Engagement Customer Engagement client applications include the web application, Dynamics 365 for phones, and 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 Getting started with customization. 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

Query and edit an organization theme

Use editable grids in Dynamics 365 for Customer Engagement

Extend Microsoft Dynamics 365 for Customer Engagement

Supported Extensions for Microsoft Dynamics 365 for Customer Engagement

The Metadata and Data Models in Microsoft Dynamics 365 for Customer Engagement

Extend Microsoft Dynamics 365 for Customer Engagement on the server

Extend Microsoft Dynamics 365 for Customer Engagement on the client

Package and distribute extensions using solutions

Extend Microsoft Dynamics 365 for Outlook

Integrate Microsoft Dynamics 365 for Customer Engagement with SharePoint

Integrate Microsoft Dynamics 365 for Customer Engagement with OneNote