Customize your CRM system

 

Applies To: Dynamics CRM 2015

IT Pros and CRM administrators can use the resources and topics provided in this section to help them customize the Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update.

In This Section

Getting started with customization

Change the color scheme or add a logo to match your organization’s brand

Changes to forms and views in Microsoft Dynamics CRM 2015

Create and edit metadata

Create and design forms

Create and edit views

Create and edit processes

Create and edit business rules

Create and edit web resources

Define alternate keys to reference CRM records

Query and visualize hierarchical data

Customize the Help experience

Customize CRM for phones and tablets

See Also

Administering CRM 2015
Manage security, users and teams
White paper: UX Design Guidelines for Microsoft Dynamics CRM

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