Microsoft Dynamics 365 Customization Service

The Beginner Guide to Dynamics 365 

CRM platform Configuration

We use the platform’s built-in customization tools at this level of Dynamics 365 fine-tuning. Without writing a single line of code, we can create custom fields, layouts, dashboards, themes, entities, apps, and other components.

If you only want to do the following, the configuration will suffice:

  • Wrap your CRM’s user interface in business branding.
  • Make it easier for your salespeople and management to use the system.
  • Digitize your company’s operations.
  • For international teams, support many languages.

We save you money and ensure that you know how to use Microsoft Dynamics and will be able to upgrade your Dynamics 365 efficiently.  

 
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Evolution of Dynamics 365

Dynamics 365 customization

Beyond sales automation, Microsoft Dynamics 365 is a sophisticated platform that can support your ever-growing client base and allow you to conduct many administrative tasks:

  • Sales forecasting, as well as sales force performance management.
  • Alignment of sales and marketing
  • LTV measurement at a strategic level
  • Customer analytics, customer experience management, loyalty management, and other related services are available.

There are industry-specific business processes and CRM systems in place. This demands a change to Dynamics 365 in order to collect and analyze the data needed for customer relationship management. We recognize the requirement for a hospital to focus on patient visits and treatment progress, whereas a telco wants to maintain track of its service subscriptions.

The following are just a few of the Microsoft Dynamics CRM solutions for customization we offer:

  • Metadata, schema features, entities, business logic, and custom processes can all be added and modified.
  • All of the forms and views, as well as dashboards, e-mail, and notification templates, have been generated.
  • Microsoft Dynamics 365 has been optimized for mobile use.

Deployment of custom CRM modules

When the built-in configuration choices aren’t enough to get you to the CRM maturity level you want, DFSM may build a new CRM module from the ground up or assist you in installing and configuring those available in the Solution Explorer or Microsoft AppSource. This type of Dynamics 365 customization is appropriate for the following scenarios:

  • Routine tasks can be automated.
  • Users will appreciate the one-of-a-kind UI elements.
  • Custom tools and features include calculators, automatic lead scoring, and one-click quotation generation.
  • Custom metrics, for example, can be used to manage member performance.
  • CRM interoperability with other business systems and tools (ERP, accounting, marketing automation, survey software, etc.).
  • CRM integration with social media for the purpose of social CRM.
 
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Dynamics-365-Mobile-Experience

Microsoft Dynamics 365 Customization FAQ

Most anyone can fully customize Dynamics 365 Customer Engagement (on-premises) or create their own bespoke apps using a rich set of WYSIWYG designer and editor tools.

Microsoft Dynamics is a critical tool for managing both large and small enterprises.

Understanding the options for personalizing your solution is all it takes to power up this business technology:

 

Customization vs. Configuration

To avoid misunderstandings and to define terms, it’s critical to understand the difference between customizing Dynamics and just configuring it. Dynamics configuration entails making changes to a pre-installed Dynamics solution. Customizing Dynamics, on the other hand, entails creating new solutions that alter or perform a specific task better than the original software.

Dynamics 365 sales customization may occasionally necessitate coding creation from the ground up. Custom partner integrations, on the other hand, can come pre-built with tweaks. These adaptations might provide one-of-a-kind solutions to your most pressing business problems.

The fundamental goal of any Microsoft Dynamics integration partner should be to help you get the most out of your Dynamics investment. Taking full advantage of Dynamics’ features can help you improve your overall business and obtain a better knowledge of your data.

Got more queries like; what are entities in Dynamic CRM or how you can start implementing ERP systems within your organization? Let the DFSM team divide the burden with you.

 

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DFSM Technologies is a Britain-Australian owned and worked organisation set up in 2014 by a collection of experienced Microsoft Dynamics 365 experts. DFSM’s centre vision is to convey best-in-class and competitive consulting engagements and project management.

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