Customize the Dynamics 365 Sales app
The Dynamics 365 Sales application is a modular app built to provide capabilities tailored for sales professionals and sales managers. As an administrator or customizer, you can easily customize the tables, dashboards, forms, views, charts, and business processes included in the Sales application using the app designer, without having to write any code.
Customize the app
Depending on the Dynamics 365 Sales license you have, select one of the following tabs for specific information:
To customize the app:
Select the app at the upper-right corner of the screen.
Go to the Sales Hub tile, select More Options (...), and then select Open in App Designer.
Add or edit components to the app, as required. More information: Add or edit app components
Can't find the feature in your app?
There are a few possibilities:
- You don't have the necessary license to use this feature. Check out the comparison table and the licensing guide to see which features are available with your license.
- You don't have the necessary security role to use this feature.
- To configure or setup a feature, you need to have the Administration and customization roles
- To use sales-related features, you need to have the Primary sales roles
- Some tasks require specific Functional roles.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.