Customize MS Dynamics CRM for Businesses
09 May. 2018 Microsoft Solutions
Microsoft Dynamics CRM is a software package that serves to the broad range of customer relationship management (CRM) requirements of organizations and businesses around the world.
As an enormous tool with remarkable features, it supports mainly Sales, Marketing, and Service (help desk) service functions. With version 8.2 the name, Microsoft Dynamics CRM 2016 was changed to Dynamics 365.
The CRM offering allows a great deal of customization, from creating new functionality, to change your user interface, and from revised navigation methodology to offer a better customer relationship management. Even though the CRM needs vary across organizations and businesses, for example – the pre-requisite for a technology company would differ from that of an eCommerce business. However, they both can benefit from the Dynamics CRM to enhance their business offerings.
Therefore, customization of Dynamics CRM offering plays a vital role in achieving specific organizational objectives. Most of this customization is hassle free and does not require much investment. A system administrator or system customizer security role, or equivalent privileges can quickly perform the customization task. In case of complex business requirements, Dynamics CRM provides Software Development Kit (SDK) for developers to customize business logic or integrate Dynamics CRM with applications like SharePoint, MS Outlook, etc.
The various levels of Microsoft CRM Customization include:
Basic Level or No-Code Customization
The basic level of dynamics CRM customization can be performed within the user interface of the CRM and does not require much of technical expertise. It revolves around the situations like writing workflows for various tasks, changing the data at dashboards, setting data filters for priority or essential information, and more. Here are some of the things where one can have customization with no-code configurations:
- To extend standard entities for adding custom fields
- To create custom forms and extend standard entities
- To generate custom entities
- To broaden standard views and display additional information
- To create custom views
- To create custom business process flows
- To develop workflows with custom logic
- To formulate business rules enforcing data integrity
Intermediate Level Customization
This second level of customization, it requires a minimal coding experience, with integrated support for third-party software with company’s offerings. If an organization finds any of their CRM tools not capable of performing any set of tasks, they can integrate third-party software and start implementing the desired activities by just providing the credentials. Some of the scenarios where you can do middle-level dynamics CRM customization are listed here:
- To set the value of a field in the form
- To create a field in the form
- To flag an error message when an invalid entry is made for any field
- To hide or display a parameter depending on the criteria
- To enable or disable the field
Advanced or Code customization
This level of customization requires technical proficiency of the higher order to incorporate specific functions into the CRM system. It requires the organizations to go to the CRM backend and develop the functionality from scratch. It involves creating a custom module to meet the particular business needs or integrating any third-party software. Some of the things where an advanced level of dynamics CRM customization is required are listed here:
- To design and execute custom plug-ins
- To delete or update certain records
- To create custom workflows
- To develop custom web/server-hosted web applications
- To embed a CRM form
The CRM solution from Microsoft Dynamics is a fantastic tool to customize, deploy, integrate and extend. It offers a pool of opportunities for enterprises to create highly customized & integrated applications and achieve their business goals more efficiently.
Your business may need Microsoft Dynamics CRM customization to handle complex integration with other applications, or for a custom screen, reports, or business workflow. Leveraging Microsoft Dynamics CRM development and customization services tailored to your business needs can help improve both your business efficiency and productivity.