Customizing Dynamics 365 Marketing

Basic customizations

Dynamics 365 Marketing is built on the Common Data Service platform, 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.

Warning

Do not include sensitive information in your customized schema and display names. Schema and display names for fields, entities, relations, attributes, and other elements are displayed in various interfaces throughout the Marketing application. They may also be referenced by other object definitions and get shared through various other channels. They may also appear in telemetry.

The techniques for customizing the Marketing application are the same as those for customizing other Dynamics 365 apps for the Common Data Service platform. You'll make these customizations using the advanced-settings area. The advanced-settings area provides settings that are common for all Dynamics 365 Common Data Service platform apps on your tenant, including user, security, and customization settings.

To access the customization settings in the advanced-settings area:

  1. Open the Settings menu The Settings menu icon at the top of the page and select Advanced settings. The advanced-settings area then opens in a new browser tab. Note that this area uses a horizontal navigator at the top of the page instead of a side navigator.
  2. Navigate to Settings > Customizations > Customizations.

For complete details about how to customize Dynamics 365 apps for the Common Data Service platform, see the Customization Guide for Dynamics 365.

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

Create a custom app that includes Marketing solutions

Customizers and developers can create custom app modules that include any number of existing solutions, plus other custom elements, as needed. You can include Dynamics 365 Marketing solutions in custom apps such as these, but the Marketing email test send entity won't be included automatically when you add the Marketing solution. As a result, your custom app won't support test sends of marketing emails by default. If you'd like to include this feature in your custom app, then you must add the Marketing email test send entity manually to your app after you add the Marketing solution.

More information: Design custom business apps by using the app designer

Advanced customization through coding

Advanced customization and integration with external systems is possible through code-based interactions with the system's various APIs. For details about writing code and developing for Dynamics 365 apps on the Common Data Service platform, see the Developer Guide for Dynamics 365.