This chapter will help you learn about Dynamics 365 customization features. You will learn about the concept of customization and how to consider reusing existing components instead of creating new entities. You will learn about creating new entities and customizing entity forms, views, and data types. You will also learn about Dynamics 365 Customer Engagement (CE) security. Later, you will learn about customizing dashboards and charts, which will help you to set up business intelligence features for your customers.
The main topics that we are going to discuss in this chapter are:
- Understanding Dynamics 365 CE customization
- Understanding solutions
- Working with entities
- Setting up security options
- Changing navigation
- Customizing dashboards and charts