Microsoft Dynamics 365 Customisation: Why Businesses Should Do It?
Written By Prateek
Last Updated: May 2, 2024
March 8, 2024

Want to receive our Blog every month?

Embracing the power of Microsoft Dynamics 365 Customisation has become a game-changer for businesses navigating the complexities of modern operations. Yet, what if there was a way to elevate this already robust solution and tailor it precisely to your unique needs?

Welcome to the world of customisation, where the true potential of your CRM software is unlocked through thoughtful adjustments and personalisation.

In this blog, we embark on a journey to uncover why customising Dynamics 365 is not just a good idea but a strategic move that can redefine the way you operate. Join us as we delve into the nuances of D365 customisation, exploring the range of benefits it brings to the table. Additionally, we’ll guide you on initiating your customisation journey and share insights on finding the right D365 customisation partner.

However, before we dive in, let’s address a common misconception – customisation is not the same as configuration. Let’s clear the air on that front and set the stage for a deeper understanding of how tailoring Dynamics 365 can be a transformative step for your business.

Difference between D365 Customisation and Configuration

Distinguishing between customising and configuring Dynamics 365 CRM is crucial for unlocking the full potential of this powerful tool. 

Let’s understand the unique roles they play in tailoring your CRM experience:

Customisation: Crafting Unique CRM Features

When we talk about customising D365, we’re essentially talking about building or adding new CRM features that are specific to your business needs and end-user requirements. 

For this, you can collaborate with a Microsoft D365 partner who specialises in developing customised solutions. These solutions go beyond the basic features and can encompass a range of tools and technologies. Light app and function builders, workflow automation, and even simple dashboard design fall under the umbrella of customisation. 

The latest capabilities, such as the Power Suite, Common Data Service (CDS), and Common Data Model (CDM), further enhance the scope of what can be achieved through customisation.

Configuration: Enhancing the User Experience

On the other side of the spectrum, configuration services for Dynamics CRM focus on improving the user interface (UI) design, field settings, security protocols, business rules, and the utilisation of various options and features within the Microsoft Dynamics 365 configuration solution.

Unlike customisation, configuration involves optimising the existing features and settings to enhance the overall user experience. It’s like rearranging the furniture in a room to make it more functional and appealing without building new pieces from scratch.

Understanding this difference is crucial because it guides your approach to tailoring Dynamics 365.

Why Dynamics 365 Customisation?

Today, where every business tries to make the most of their CRM solutions, customisation emerges as the secret sauce to enhance the entire user experience. It’s not just about making things look convenient; it’s about tailoring your Dynamics 365 system to work as per the unique rhythm of your business needs

Imagine a world where your CRM doesn’t just capture data but aligns perfectly with your business processes. This is where customisation steps in, offering you the ability to build or add new features that are specific to your needs. Let’s break down why opting for Dynamics 365 customisation is a game-changer:

  1. Meeting Customer Expectations 

Customers today don’t just want to be heard; they want their needs met on their terms. By designing and modifying apps based on customer needs, businesses enhance the user experience. Think of it as creating a bespoke suit for each user, tailoring the look, feel, and functionality of your system to match individual preferences. This not only boosts satisfaction but also fosters loyalty, bringing customers back for more.

Use Case: A retail hub customises its Dynamics 365 to offer a personalised shopping experience. By tracking customer preferences and behaviours, they create tailored recommendations, driving customer satisfaction and repeat business.

  1. Better Information Management

Collaborating with a Dynamics 365 Customisations Partner allows you to unify all your customer data on one platform. This not only streamlines information management but also saves valuable time and resources. Data gathered from various sources using Dynamics Custom Tools can be imported or attached to Customer Insights. This process eliminates duplication, maps client data, and creates a unified profile for efficient data management.

Use Case: A healthcare provider customises Dynamics 365 to unify patient records. This allows seamless access to patient information across departments, enhancing care coordination and reducing administrative overhead.

  1. Leverage Modern Technologies to Stay Ahead

Customising Dynamics 365 not only saves time and money but opens doors to leveraging custom apps and features built on cutting-edge technologies. Automation tools, low-code builders, and integration with powerful analytics tools like Power BI enhance efficiency and accuracy in business operations. It’s like having a toolbox filled with advanced solutions to tackle everyday challenges.

Use Case: An e-commerce business customises Dynamics 365 to automate order processing. Integration with AI-driven analytics tools predicts demand patterns, optimising inventory management and boosting overall operational efficiency.

  1. Informed Decision-Making through Analytics

Accurate and timely reports are the cornerstone of informed decision-making. Dynamics 365 custom development services offer integrated analytics tools that provide insights into customer behaviour and real-time performance tracking. This not only aids in understanding customers and employees better but also empowers strategic decision-making.

Use Case: A financial institution customises Dynamics 365 to track and analyse customer transactions. Insights gained from analytics drive informed decisions on introducing new financial products and services.

  1. Ensuring Compliance and Data Quality for Security

Customised solutions are developed with a keen focus on compliance and data quality. Security options, backup/restore procedures, and governance tools ensure sensitive information is secure. This goes beyond preventing unauthorised access; it’s about fortifying the security of sensitive data through meticulous customisation.

Use Case: A legal firm customises Dynamics 365 to ensure compliance with data protection regulations. Customised security protocols and governance tools protect sensitive client information, instilling trust and credibility.

  1. Increased Productivity with Seamless Integration

Seamless integration with Dynamics 365 CRM and customisable solutions significantly boosts productivity and efficiency across the organisation. Leveraging Microsoft PowerApps or Azure functions automates tasks and handles sensitive data interactions outside of CRM, supporting organisational growth seamlessly.

Use Case: A manufacturing company customises Dynamics 365 to integrate production workflows. Automation tools streamline processes, from order creation to delivery, reducing manual effort and improving overall production efficiency.

  1. Meeting Unique Organisational Needs

The beauty of customising your Dynamics 365 system lies in its ability to meet specific organisational needs. Whether it’s integrating specialised software or tailoring onboarding processes, customisation ensures that your CRM solution aligns precisely with your organisational requirements.

Use Case: An education institution customises Dynamics 365 to streamline student admissions. Custom forms and workflows expedite the admission process, ensuring a seamless experience for both students and administrative staff.

In short, Dynamics 365 customisation isn’t just about tweaking software; it’s about sculpting a solution that resonates with your unique business identity. It’s about creating a dynamic and tailored experience for users and customers, redefining the way you operate and opening doors to new possibilities.

Check out what’s new happening with D365

Choosing Your Dynamics 365 Customisation Partner

When it comes to customising Dynamics 365, finding the right partner can make all the difference. Your choice of a partner influences how effectively you can make the most out of Dynamics 365, and it doesn’t have to break the bank. 

Here’s a simple note on how to pick the perfect Dynamics 365 Customisation Partner tailored to your needs: 

Understanding Your Needs

Before you set out to find your ideal customisation partner, take a moment to think about what you need. Are there specific challenges in your current processes? Do you want to make communication smoother, automate repetitive tasks, or get better insights from predictive analytics? Knowing your needs is the first step in finding a partner who can meet them.

What Your Partner Should Offer

Your chosen partner should have a variety of skills to address your unique needs. Whether it’s making communication more efficient, automating everyday tasks, or improving predictive analytics, your partner should align with your business goals. Data security and accessibility are crucial – a good partner ensures your data stays safe and updated, so your operations can run smoothly.

Why Opt for CRM Customisation Services?

With a Microsoft Partner, you’re in for a range of benefits that can improve your business. From a better user experience to scalability, efficiency, simplified customer management, and more, these services can positively impact your organisation.

Getting Started with Dynamics 365 CRM Customisation

Ready to dive into customising your Dynamics 365 system? It all begins by turning on customisation mode on your CRM instance, opening the door to a world of possibilities. Let’s take the first step in tailoring the solution to suit your unique business requirements.

Partnering with Osmosys for Dynamics 365 Customisation

Meet Osmosys – your trusted ally in making the most of Dynamics 365 Customisation solutions. Our dedicated team is here to customise Dynamics 365 to seamlessly fit your business needs. By teaming up with us, you can boost business performance, enhance customer engagement, and set your organisation on a path to growth.

Free Demo for a Sneak Peek into Dynamics 365

Wondering about the impact of Dynamics 365 Customisation? Connect with our Dynamics 365 CRM experts for a free demo. Experience firsthand how customisation can transform your business processes, make operations smoother, and improve overall customer interactions. 

Keep up to date with Osmosys Blog!