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Customize your Dynamics 365 system

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Note

The information provided here is for versions of Dynamics 365 prior to Dynamics 365 (online), version 9.0. For the latest documentation, see Customization Guide for Dynamics 365 Customer Engagement.

IT Pros and Dynamics 365 administrators can use the resources and topics provided in this section to help them customize the Microsoft Dynamics 365 (online & on-premises).

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 Dynamics 2015

Create and edit metadata

Create and design forms

Create and design interactive forms for the interactive service hub

Create and edit views

Create and edit dashboards

Configure interactive experience dashboards

Create and edit processes

Create and edit business rules

Create and edit web resources

Define alternate keys to reference Dynamics 365 records

Query and visualize hierarchical data

Customize the Help experience

Customize Dynamics 365 for phones and tablets

See Also

Administering Dynamics 365
Manage security, users, and teams
Video: 6 ways to customize CRM (without writing any code)
White paper: UX Design Guidelines for Microsoft Dynamics CRM

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