Customizing Dynamics 365 for Marketing

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

Dynamics 365 for Marketing is built on the standard Dynamics 365 infrastructure, which provides rich possibilities for customization without coding. Customizers can add new fields to existing entities, add or hide fields in list or form views, design custom business processes and workflows, and much more—all while working in their web browser. Other types of customization include installing custom solutions from Microsoft AppSource, such as a third-party SMS solution for Marketing. The system also provides APIs that enable developers to write code that implements even more advanced custom functionality and third-party integration.

The techniques for customizing the Marketing application are like those for customizing other Dynamics 365 Customer Engagement applications—especially Dynamics 365 for Sales. You can make many of the most common types of customizations while working directly in the Settings work area of Dynamics 365 for Marketing, but even more types of customization settings are available in the Dynamics 365 - custom app.

The Dynamics 365 - custom app is included with Dynamics 365 for Marketing. It combines features from many of the various Dynamics 365 apps you have licensed into a single navigation structure (but most Dynamics 365 for Marketing end-user features aren’t included here). The custom app operates on the same database as Dynamics 365 for Marketing, so settings made in the custom app (including for customization, user administration, events, LinkedIn Lead Gen, Voice of the Customer, and more) can affect the Marketing app.

To go to the customization settings in Dynamics 365 for Marketing, go to the Settings work area, choose Advanced Settings, and then work in the Customization section, where you can edit views and business and process flows. To go to the custom app, which provides access to these customization settings and more, choose Dynamics 365 - custom from the app-selector menu, and then go to Settings > Customization. The following image shows how to use the app-selector menu to switch between the Marketing and custom apps.

The app-selector menu

For complete details about how to customize Dynamics 365, see the Customization Guide for Dynamics 365 Customer Engagement. That guide describes the interface as you see it in the Dynamics 365 - custom app, but the customization features that are also provided in the Settings work area of Dynamics 365 for Marketing implement similar concepts, operate on the same database, and work similarly.

For details about customizations that apply only to the Marketing app (but not other Dynamics 365 apps), see the following topic:

For more information about writing code and developing for Dynamics 365, see the Developer Guide for Dynamics 365 Customer Engagement.