Customize Dynamics 365 Customer Engagement Apps | Step-by-Step Tutorial
Автор: Victor Oguche
Загружено: 2026-01-12
Просмотров: 69
🛠️ Welcome to the Dynamics 365 CE App Customization Training!
In this video, you’ll learn how to customize Microsoft Dynamics 365 Customer Engagement (CE) apps to meet real business requirements — without writing code.
This is a core skill for every Dynamics 365 Functional Consultant.
We’ll walk through how to tailor the user experience by customizing forms, views, dashboards, navigation, and business logic, ensuring the system aligns perfectly with business processes.
💡 In This Video, You Will Learn:
🔹 Forms Customization
Adding and configuring fields
Sections, tabs, and form layouts
Field properties, visibility, and required levels
🔹 Views & Data Presentation
Creating and editing system views
Filtering, sorting, and grouping data
Using views to improve productivity
🔹 Dashboards
Building dashboards with charts and views
Personal vs system dashboards
Using dashboards for role-based insights
🔹 Site Map & Navigation
Customizing the app navigation
Adding entities and sub-areas
Improving user experience
🔹 Business Rules
Applying logic without code
Showing/hiding fields
Enforcing validation and defaults
🔹 Functional Consultant Best Practices
Personal vs system-level customizations
Using solutions for customization
Testing and deploying changes safely
🎯 Who This Video Is For
Aspiring Dynamics 365 Functional Consultants
CRM Administrators
Business Analysts
Power Platform professionals working with CE apps
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