OOB Customization in Microsoft Dynamics 365 CRM ( Part 2)

Customize Dynamics 365 CRM application using OOB tools.

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OOB customization in Dynamics 365 CE is the second course in the 'Dynamics 365 CE + PowerApps developer Course series'. This is an 8 course series that will teach you how to become an expert Dynamics 365 developer from scratch.

This course talks about Customizing Dynamics 365 Customer Engagement (Dynamics CRM) application using Out-of-the-box (OOB) customization tools.

By the end of this course you will be an expert in customizing your Dynamics 365 CE application using all OOB tools available. This will make you get a strong command over customizing your application as per your business requirements.

A pre-requisite to enrol into this course is to finish the 1st course on this series - Dynamics 365 CRM + PowerApps developer course - Part 1 as a prerequisite for this course.


  1. Course Overview
  2. Dynamics 365 Customization basics
  3. Customizing Dynamics 365 CE UI using themes
  4. Customizing Entities
  5. Customizing Entity forms
  6. Customizing Entity attributes
  7. Customizing Entity Views
  8. Customizing Entity Chats
  9. Customizing Dashboards


Anyone can attend this course as long as you want to become a Dynamics 365 CE + PowerApps developer but this course would make more sense if you are any of the following:

  • CRM Consultants
  • Developers
  • IT Managers
  • Administrators
  • Software Architects


Dynamics 365 provides an amazing job opportunity. There is a need for more developers in the market than functional consultants and administrators. 1:5 Ratio of functional Consultant to developers

Average Salary $80,000 to $120,000 per annum for experienced 5-10 years developer.


  • Basic Dynamics 365 CRM Knowledge
  • Configuration Knowledge
  • Basics CRM Expertise
  • Highly recommend to learn 'Dynamics 365 CRM + PowerApps developer course - Part 1

By the end of this course series you will be an expert Dynamics 365 CE + PowerApps developer :)

Course Curriculum

" I'm very excited to dynamic 365 CRM course. How to configure and how to perform a tasks in dynamic 365 and all thing. this is very basic step by step to start this course to covered all the topic. !"

- Rudra Prasad, Dynamics 365 Developer, India


Section 1 - Course Overview

Chapter 1: Course Overview

Chapter 2: What you would learn

Chapter 3: Target Audience

Chapter 4: Course Prerequisite

Chapter 5: Detailed Course Content

Chapter 6: About the trainer

Section 2 - Dynamics 365 CE Customization Basics

Chapter 7: What is Customization

Chapter 8: Why is Customization needed

Chapter 9: Types of Customization

Chapter 10: Privilege for Customization

Chapter 11: Customizing Metadata

Chapter 12: Supported Vs Unsupported Customization

Chapter 13: Section Summary

Section 3 - Customizing 365 CE UI using themes

Chapter 14: Understanding Themes

Chapter 15: Accessing Themes

Chapter 16: System Vs Custom Themes

Chapter 17: Customizing Existing Themes

Chapter 18: Creating New Themes

Chapter 19: Operations on Themes

Chapter 20: Limitations of Themes

Chapter 21: Section summary

Section 4 - Customizing Dynamics 365 Entities

Chapter 22: Dynamics 365 CE Entity Model

Chapter 23: Understanding Entities

Chapter 24: Types of entities

Chapter 25: Entity Properties

Chapter 26: Configuring Entity Properties

Chapter 27: Understanding Entity Components

Chapter 28: Configuring Entity Components

Chapter 29: Customizing Entities

Chapter 30: Customizing An Entity - Practice

Chapter 31: Custom Entities

Chapter 32: How to Create a Custom Entity

Chapter 33: Practice - Create A custom Entity

Chapter 34: Custom Activity Entity

Chapter 35: Creating Custom Activity Entity

Chapter 36: How to Create Custom Activities

Chapter 37: Section Summary

Section 5 - Customizing Entity forms

Chapter 38: Understanding Entity forms

Chapter 39: Types of Entity Forms

Chapter 40: Components of Forms

Chapter 41: Customizing Entity Forms

Chapter 42: Customizing Entity Form Elements

Chapter 43: Practice - Customizing Entity Forms

Chapter 44: Understanding Web Resources

Chapter 45: Creating Web Resources

Chapter 46: Configuring Web Resources on Forms

Chapter 47: Using IFrames on forms

Chapter 48: Configuring IFrames on Forms

Chapter 49: Understanding Form Navigation

Chapter 50: Configuring Form Navigation

Chapter 51: Using Sub-grids on forms

Chapter 52: Adding Sub-grids on forms

Chapter 53: Section Summary

Section 6 - Customizing CE Entity Attributes

Chapter 54: Understanding Entity Attributes

Chapter 55: Entity Attribute Types

Chapter 56: Customizing Entity Attributes

Chapter 57: Creating New Attributes

Chapter 58: Practice - Creating New Attributes

Chapter 59: Calculated Fields

Chapter 60: Creating Calculated fields

Chapter 61: Understanding Roll-up Fields

Chapter 62: Creating Roll-up Fields

Chapter 63: Global OptionSet Attributes

Chapter 64: Configuring Global OptionSets

Chapter 65: Status and Status Reason Attributes

Chapter 66: Customizing Status Attributes

Chapter 67: Section Summary

Section 7 - Customizing Entity Views

Chapter 68: Understanding Views

Chapter 69: Types of Views

Chapter 70: Customizing Views

Chapter 71: Customizing Views - Practice

Chapter 72: Creating System Views

Chapter 73: Practice - Creating System Views

Chapter 74: Working with Personal Views

Chapter 75: Creating Personal Views

Chapter 76: Practice - Creating Personal Views

Chapter 77: Share and Assign Personal Views

Chapter 78: Practice - Share and Assign Personal Views

Chapter 79: Section Summary

Section 8 - Customizing Entity Charts

Chapter 80: Understanding Entity Charts

Chapter 81: Types of Charts

Chapter 82: Customizing System charts

Chapter 83: Practice - Customizing System charts

Chapter 84: Creating System Charts

Chapter 85: Practice - Creating System Charts

Chapter 86: Understanding Personal Charts

Section 9 - Customizing Dashboards

Chapter 87: Understanding Dashboards

Chapter 88: Types of Dashboards

Chapter 89: Creating a new Dashboard

Chapter 90: Customizing Existing Dashboards

Chapter 91: Customizing Entity Dashboards

Chapter 92: Interactive Service Dashboards

Get started now!

Your Instructor

Firoz Muhammed
Firoz Muhammed

Firoz Muhammed is a Dynamics 365/PowerApps Coach, Architect and and corporate trainer (MCT). He has more than 12 years of experience in the IT industry into consulting, implementation and corporate training.

He carries experience on technologies like C++, C#.Net and Microsoft Dynamics 365 CE, Power Platform. As part of his career he worked for companies such as HP, Capgemini, Wipro, Qatar Airways and Accenture.

Presently he is working as a Dynamics 365 CE architect at Magnifez Technologies and also handle corporate training assignments on Dynamics 365, PowerApps, Power Automate and related technologies.

He has trained more than 1200 professionals on Dynamics 365 CE/CRM as part of his corporate training stint. He trained professionals from corporate companies such as IBM, Sony, Adobe, UST Global, Capgemini and many more.

He got his Dynamics 365 courses published on Udemy and D365 Academy. He likes to explore new technologies and like to share his knowledge through his coaching programs and video courses.


Once you finish this Dynamics 365 Customer Engagement development training course your next step would be learning more advanced topics to become a Dynamics 365 CE expert.


You can continue learning Dynamics 365 and PowerApps development from these courses:

Course 1 - Dynamics 365 CE + PowerApps Developer Beginner Course

Course 2 - OOB Customization in Dynamics 365 CE

Course 3 - Automation in Dynamics 365 CE

Course 4 - Code Based Customization in Dynamics 365 CE

Course 5 - Advanced Development in Dynamics 365 CE

Course 6 - JavaScript Development in Dynamics 365 CE

Course 7 - Web API in Dynamics 365 CE

Course 8 - PowerApps Development Course.


Alternatively you can access all the Microsoft Dynamics 365 CE(CRM) and PowerApps training courses from from the following Ultimate course bundle.

Check out Ultimate Dynamics 365 CE course bundle

By the end of this course series you will be an expert Dynamics 365 CE + PowerApps developer :)

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.