Customize Dynamics 365 Customer Engagement applications
Dynamics 365 for Customer Engagement client applications include the web application, Dynamics 365 for phones, and Dynamics 365 for tablets. Each of these clients reference a common set of data that controls visual elements of the clients. This application metadata is usually edited using customization tools in the application or third-party tools. Other clients can also reference this application metadata if they want to leverage configuration options defined for specific organizations.
For an in-depth guide to customization by using the tools available in the web application see Getting started with customization. The topics in this section describe the structure of the data edited by those tools or third-party tools.
In This Section
Customize visualizations and dashboards
Customize commands and the ribbon
Service calendar appearance configuration
When to edit the customizations file
Query and edit an organization theme
Use editable grids in Dynamics 365 Customer Engagement
Related Sections
Extend Microsoft Dynamics 365 Customer Engagement
Supported Extensions for Microsoft Dynamics 365 Customer Engagement
The Metadata and Data Models in Microsoft Dynamics 365 Customer Engagement
Extend Microsoft Dynamics 365 Customer Engagement on the server
Extend Microsoft Dynamics 365 Customer Engagement on the client
Package and distribute extensions using solutions
Extend Microsoft Dynamics 365 for Outlook
Integrate Microsoft Dynamics 365 Customer Engagement with SharePoint
Integrate Microsoft Dynamics 365 Customer Engagement with OneNote