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. 

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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 …

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Solutions 

Understanding Solutions 


▪ A mechanism to transport customizations from one  CE environment to other. 

▪ A container to store and transport metadata  components. 


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Solutions