Nowadays, it’s very easy to get a Dynamics 365 Online instance. Just with a few mouse clicks, a new instance is setup and you’re good to go. Microsoft offers some default Applications that support some widely used processes. These are Sales, Customer Service, Financials and Field Service among other things. A complete list can be found on the Microsoft website.
But, in most situations these default applications provide insufficient functionality and do not match (all) the business needs. Often, there are requirements; specific information that needs to be stored, or the business processes are just different from the default ones Microsoft created. So in most cases, the application needs to be customized. Before doing that, it’s a good idea to think about the changes that are needed; to think them trough to prevent unnecessary changes or changes that lead to unwanted or even wrong outcomes. As always, there is more then one way to get to a result. But which is the best? Why? And how do you translate that to changes on Dynamics 365?
The questions mentioned above are just a few of all the questions that can arise when starting to work with Dynamics 365. Because of my years of experience implementing Dynamics 365 in lots of different industries, organizations and situations, I can help you answer these questions and more. I know the application inside out and know the possibilities and limitations. Furthermore, because of my experience doing Dynamics 365 projects, I can advise in how to do things, what is sensible and what is not. And maybe there are very good reasons to change the way of working and not the application!
When it is determined what needs to be changed, customizing Dynamics 365 can start. For the basics, there is no need to write any code. Using the system configuration interface, it’s possible to make changes very easily. That’s why we call it customizing and not developing. Easy customizations can be adding a new field for data entry and placing it on a form. Also more complex customizations can be made, for example expanding the data model by creating new entities and relations. Furthermore, there are extensive possibilities to add business logic by creating workflows and business rules. When there are business needs that can not be fulfilled using the customizations. custom development can be used.
Any other questions or curious if I can help you and your organization with implementing and using Dynamics 365? Contact me!