Customizing Dynamics 365, Business edition Using Extensions

You can change Dynamics 365 by installing extensions that add functionality, changes behavior, or gives you access to new online services, for example. When you first launch Dynamics 365, some extensions are already installed for you. Over time, more extensions will be made available to you, and you can then choose if you want to use the extension or not.

For example, Microsoft provides an extension that provides integration with PayPal Payments Standard. This extension is installed by default. But if another extension is made available that offers integration with another payment service, you can install the new extension and then choose which of the two services to use.

You manage the extensions in the Extension Management window. You can access this window from Home. Alternatively, choose the Search for Page or Report icon Search for Page or Report in the top right corner, enter Extension, and then choose the related link.

Note

If you think you should have access to an extension but you cannot find its functionality, check the Extension Management window - if the extension is not listed there, you can install it as described in the following section.

Installing an Extension

You can get new extensions from the marketplace at AppSource.microsoft.com. Here, you can see all available extensions for Dynamics 365, and you can get apps, extensions, and content packs for other Microsoft products. Set the relevant filters, take a look at the information for each extension, and get an extension for your Dynamics 365.

Note

Sign in to AppSource.microsoft.com using the email account that you use for Dynamics 365. Use the same email account for other services and products for a smooth experience.

You can also get to the marketplace from inside Dynamics 365. In the Extension Management window, you can see the extensions that are currently installed, and you can open the Extension Marketplace page that shows the Dynamics 365 extensions that are currently available in AppSource. If you choose the More apps link, you are taken to AppSource.microsoft.com.

If you choose an extension, you can read about what the extension does, and you can access Help for the extension to learn more. When you choose to get an extension, you must agree to the terms of use. If you get the extension from the AppSource website, you will be signed in to Dynamics 365 to complete the installation.

When you install an extension, you might have to set it up, such as specifying an account for use with the PayPal Payments Standard for Dynamics 365 extension. Other extensions simply add fields to an existing page, or they add a new page, for example.

If you uninstall an extension, and you then change your mind, you can install it again. When you uninstall an extension that you have been using, the data is preserved so that if you install the extension again, your data is still available.

Some extensions are provided by Microsoft, and other extensions are provided by other companies. All extensions are tested before they are made available to you, but we recommend that you access the links that are provided with each extension to learn more about the extension before you choose to install it.

Microsoft provides the following extensions:

Note

New extensions are not available in AppSource immediately after we announce an update. You can keep an eye out for the extensions at AppSource.microsoft.com.

See Also

How to: Set Up the Envestnet Yodlee Bank Feeds Service
How to: Enable Customer Payment Through PayPal
Migrate Business Data from Other Finance Systems
Set up the GetAddress.io UK Postal Code extension
Dynamics 365 Extensions by Other Providers
Welcome to Dynamics 365 for Finance and Operations, Business edition

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