We'll look at customizing forms, views, business process flows, and the Sales Professional app.
Forms provide you with a user interface to interact with the data you need to do your work. It is important that the forms people use are designed to allow them to find or enter the information they need quickly. You can use the form designer to customize the forms included with Dynamics 365 Sales Professional to meet the specific needs of your organization.
For more information, see Customize forms (Sales Professional).