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Customizations in Microsoft Dynamics 365

By Abhay Choudhary on 7/13/2021

As we discussed in our previous article Microsoft Dynamics 365 comes with plethora of options we can use to customize the CRM according to our needs without writing any code. We can alter the complete look and feel of how a form view dashboard and many other components right from the CRM solutions page. Microsoft dynamics 365 provides us a solution page which to put it in simple words is like customization profile area where we can create different customization and save them for better modularity

 

We can tailor our app to suit it well with our business model, and to do so we should be Familiar with at least few most used terms

 

Entity        

Entity refers to an item which we can track details of for example contacts and accounts entity to track field properties. It can be used to customize according to the business for e.g. a school can use students and teachers entities

 

Field

A property of an entity, such as company name, location, phone number etc.

Customizing this we can define the type of data an entity tracks

 

Form

Forms as the name suggests contains a set of data fields for a given entity which the organizations would want to track info of. Customizing Forms we can create custom forms which can have fields that we can set to require or modify the existing ones

           

Business process flow 

Business process flow provide us with a preset way we have to follow to achieve a task .We can customize business process flow according to the business to create a business process flow based on out specific stages

 

There are many other terms that we must get familiar with if we want to get the best out of Microsoft Dynamics 365, we can take example of workflows which can be used easily to automate repetitive tasks which will save time and result in increased in productivity. Similarly we can read the official documentation provided by Microsoft to understand in details about the aspects we can customize Even though Dynamics 365 provides with a lot of user friendly customization options which can be achieved without prior coding knowledge, there are scenarios where we want to achieve even finer customization or automation. We can use JavaScript and C# for that purpose which we will cover in our next blog

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MS CRM 2013
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