OOB Customization Basics
Out of the box Customization
▪ Common Data Services (Dataverse)
▪ Solutions
▪ Themes
▪ Entity Customization
▪ View Customization
▪ Customizing Dashboards
OOB Features
OOB Customization
OOB Customization
What is Out-of-the-box Customization
▪ Customization using standard customization tools.
▪ Any customization in the web application.
▪ No coding involved.
www.dynamics365academy.com
OOB Customization
Out-of-the-box Customization
▪ Form Customization
▪ Views/Charts Customization
▪ Customizing Dashboards
▪ Creating Workflows, Actions
▪ Creating Business Process Flows
▪ Creating reports.
▪ Setting up Security Roles
▪ Business Rules
OOB Customization
OOB Customization Tools
▪ Form Editor
▪ Views Editor
▪ Workflow Designer
▪ BPF Designer
▪ Business Rules Designer
▪ Relationship Designer …
www.dynamics365academy.com
Solutions
Understanding Solutions
▪ A mechanism to transport customizations from one CE environment to other.
▪ A container to store and transport metadata components.
www.dynamics365academy.com
Solutions