Microsoft Dynamics 365

What is a Microsoft Dynamics 365 & How We Can Help ?

Microsoft Dynamics 365 allows businesses to tailor Microsoft’s powerful ERP and CRM platform to meet specific needs.By customizing Dynamics 365, organizations can enhance workflow automation, user experience, and business efficiency.

Advanced customization options include Power Apps, Power Automate, and custom plugins using C# or JavaScript. Microsoft also provides low-code solutions for quick modifications and deep development capabilities for complex business logic.

By leveraging Dynamics 365 Customization, businesses can improve productivity, data accuracy, and automation, ensuring the platform aligns perfectly with operational needs.

Microsoft Dynamics 365

Key Features of Microsoft Dynamics 365

Custom Entities & Fields

  • Custom Entities: Create new data structures tailored to business needs.
  • Custom Fields: Add custom attributes to standard entities.
  • Field Properties: Modify data types (e.g., text, number, lookup).

Example: A real estate company can add a "Property Listings" entity with fields like Location, Price, and Owner Details.

Business Rules & Workflows

  • Business Rules: Automate calculations, field visibility, and validations.
  • Workflows: Automate repetitive tasks like email notifications or approvals.
  • Power Automate: Connect Dynamics 365 with external services (e.g., Outlook, SharePoint).

Example: A sales team can set up automated follow-up emails for leads.

API & Third-Party Integrations

  • Control access based on Microsoft 365 apps (Excel, Teams, Outlook).
  • Integrate third-party platforms like Stripe (payments) or Twilio (SMS).
  • Use custom APIs for external database connections.

Example: A logistics company can integrate Google Maps API for real-time tracking.


Security Roles & Permissions

  • Connect with user roles, teams, and business units.
  • Restrict data visibility with field-level security.

Example: An HR system can restrict salary information to HR managers only.

UI & Form Customization

  • Modify forms, views, dashboards, and reports.
  • Customize navigation menus and command bars.

Example: A customer support team can create a dashboard to monitor open support tickets.



Advanced Customization with Power Platform

Power Apps

  • Build custom web and mobile applications without deep coding knowledge.
  • Extend Dynamics 365 functionality with custom forms and workflows.

Example: A retail company can create an inventory management app.

Power BI

  • Generate interactive dashboards and reports.
  • Use AI-driven insights for better decision-making.

Example:A finance team can track monthly revenue trends. for leads.

Power Automate

  • Automate tasks like data entry, approvals, and notifications.
  • Trigger workflows based on real-time events.

Example: A IT helpdesk can automate ticket assignment.



Benefits of Microsoft Dynamics 365 Customization

Increased Efficiency

  • Eliminate manual processes through automation.
  • Improve data accuracy with predefined validation rules.

Enhanced Decision-Making

  • Real-time analytics through custom reports and dashboards.
  • AI-driven insights for predictive analysis.

Improved User Experience

  • Tailor the interface for better usability and efficiency.
  • Provide role-based dashboards for different teams.

Scalability & Flexibility

  • Adapt customization as business needs evolve.
  • Easily integrate new features and third-party applications.


How We Can Help

  • UI/UX Customization: Modify forms, dashboards, and views to enhance usability.Personalize the user interface for improved workflow efficiency.
  • Entity & Field Customization: Create custom entities, fields, and relationships & Modify existing data structures to align with business requirements.
  • Workflow & Process Automation: Implement Power Automate for workflow automation.Design custom business process flows to streamline operations.
  • Advanced Development & Integrations: Develop custom plugins, scripts, and Power Apps components.
  • Integration with Third-Party Systems: Connect with external applications via APIs and Web Services.Integrate with SharePoint, Power BI, and other Microsoft products.
  • Security & Access Control: Configure role-based security and permissions. Implement record- and field-level security for data protection.
  • Custom Reporting & Analytics: Develop Power BI dashboards for data insights.Create SSRS and custom reports for better decision-making.
  • Ongoing Support & Maintenance: Provide continuous support for customization and troubleshooting.Offer training sessions for end-users and administrators.
  • Mobile & Tablet Customization: Optimize Dynamics 365 for mobile and tablet users.Enable offline mode for Dynamics 365 mobile app.
  • Custom Portals & Web Applications: Develop customer or partner portals using Power Pages.Customize web resources (HTML, CSS, JavaScript).
  • Requirement Analysis & Consultation: Understand business needs and suggest the best customization approach.Provide expert recommendations for optimizing Dynamics 365 functionality.