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Home >> Microsoft Dynamics 365 Customization

Microsoft Dynamics 365 Customization

Introduction of Customizing Dynamics 365:

Dynamics 365 customization provides out of box features for most of the business basic needs. But not all business will be able to survive with CRM shipped features and functionality. So business needs Microsoft Dynamics 365 customization and configuration to Dynamics 365 CRM solution to meet business data and workflow needs.

This Dynamics CRM customization can be possible in mainly 3 below-mentioned areas.

Microsoft Dynamics 365 CRM Configuration

Microsoft Dynamics CRM Customization

Development of the Custom Functionality and Business Process

Requirements for customization

The main requirement for customization is to allow Microsoft Dynamics CRM services to fit the business process information and automate business process to reduce human efforts. Dynamics 365 customization fulfill user role based data access and organize the system access at various levels by user permissions.

CRM inbuilt customization capabilities

Dynamics 365 unified interface customization is highly flexible and customizable in terms of data capturing, screens and workflows. Configuration allows customizing custom fields, layouts, dashboards, themes, entities, workflows, processes, apps and other components.

Our Microsoft Dynamics Consultant are capable of

Form Customization

Custom entities

Custom workflow plugins

Custom Plugin development

XRM based custom development

Ribbon Customization

Custom web resources implementation for customized GUI [html/jquery/angular]

Reporting using SSRS

Email/Word templates

Complex workflow development

3rd party integrations

Complex role based security implementation

Advantages of Customizing Dynamics 365

The main advantage of D365 customization and configuration is that it increases the efficiency across the organization in terms of work getting done, more traceability and business growth. Dynamics 365 for sales can adapt to the organization’s procedures with customized workflows and reduce human efforts. Users in the organizations will adapt themselves to the system as they will also feel that it is something tailored to their regular process and it is helping them in doing their work quickly and more accurately.

How Dynamics 365 customization
helps in sales automation

Dynamics 365 CRM customization helps in Sales and Marketing automation. It helps managing sales pipeline more effectively and email marketing helps to convert potential to lead easily. It helps to generate quotes at click of button. Microsoft Dynamics CRM customization helps in lead nurturing, opportunity handling, customer feedback management, appointment management and follows up effectively. Also helps to monitor sales team’s performance and metrics. It provides historical information to do predictive sales analytics and helps in taking marketing decisions.

Create custom CRM modules such as,

Some of the custom modules can be developed as

  • Routine tasks automation.
  • UI component customization to meet functional and usability needs.
  • Custom dashboards/reports to measure member performance.
  • CRM integration with SM, corporate systems and other 3rd party applications.

Challenges ASC can solve for business

Sales and marketing automation to boost sales pipeline ASC can help with customizing Microsoft Dynamics CRM sales pipeline according to the business needs, applying custom templates and custom workflows. Custom plug-ins can be created to build quotes in single click.

To automate tasks using custom workflow implementation ASC can help in automating Business processes using custom workflows. This includes lead nurturing, opportunity management, sales conversion, support services, customer satisfaction. At various events, it can trigger email notifications/reminders, template generation and sending through emails.

Monitor sales team performance matric and revenue ASC can help in utilizing Dynamics 365 customization to digitize the performance management program of the organization with its customized reports and metrics.

Advanced analytics and custom reporting ASC can help with getting most out of Microsoft Dynamics 365 to provide Advance analytics on various business aspects. Dynamics 365 Customization offers customized reports, dashboards and KPIs and also allows to have SSRS reports to get any customized reports.

Integration with 3rd party systems ASC can help in integrating any 3rd party System with Microsoft dynamics 365. Having integration with external system will help in reducing data duplication, managing information from single system and make decision making process faster for business.

Our Microsoft Dynamics Services

Microsoft Dynamics Consultant

Aspire Software Consultancy is a Microsoft Dynamics consultant and develop Microsoft Dynamics CRM solutions. We help our customers build and manage relationship and adapt quickly to new opportunities. The Microsoft Dynamics CRM services that we offer are current, competent and certified in the field of CRM technologies.

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Microsoft Dynamics 365 Services

Microsoft dynamics 365 is a flexible and scalable set of applications that can be run on premises, cloud or through hybrid deployment.Microsoft dynamics 365 services have been designed to be deployed independently so that the organizations can start at a small scale and pay as per their requirement. Having the scalable capacity and flexible subscriptions, this system can easily keep pace with the growth of any organization.

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Microsoft Dynamics 365 for Sales

Dynamics 365 CRM Sales module provides out of box features to manage Lead and Sales management process effectively. Sales team can do follow up activities and also automate process to keep an tap on prospects and helps in sales conversation. It also helps to generate all required documentation around quotes and order generation.

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Microsoft Dynamics 365 Customization

Dynamics 365 customization provides out of box features for most of the business basic needs. But not all business will be able to survive with CRM shipped features and functionality. So business needs Microsoft Dynamics 365 customization and configuration to Dynamics 365 CRM solution to meet business data and workflow needs.

Read More

ASC Expert Area

CLOUD COMPUTING| software companies in bangalore

Salesforce CRM

Salesforce CRM

We offer cloud consulting services for Salesforce CRM and MS Dynamics CRM applications.
CLOUD COMPUTING| software companies in bangalore

MS Dynamics CRM

MS Dynamics CRM

We offer cloud consulting services for Salesforce CRM and MS Dynamics CRM applications.
Web Application| software companies in bangalore

Web Application

Web Application

Capability and expertise to design, develop and implement Enterprise Web Applications.
Mobile Development| software companies in bangalore

Mobile Development

Mobile Development

Multi Platform mobile applications development with device adaptive navigation.
Ecommerce Website Development| software companies in bangalore

Ecommerce Website Development


Our E-commerce expert developers can help you design your dream E-shop.
DESKTOP APPLICATIONS | software companies in bangalore

Desktop Applications


ASC has handled a wide variety of applications such as CRM, HRM, Email Centre, Survey connect.
Enterprise Solution Development| software companies in bangalore

Enterprise Solution Development


We design customized software solutions in database applications
Product Engineering| software companies in bangalore

Product Engineering


ASC leverage rich technology and domain expertise to present software product engineering.

IT STAFF AUGMENTATION| software companies in bangalore

IT Staff Augmentation


ASC offers staff augmentation, team services that meet your organizational & business objectives
Software Consulting

Software Consulting

Software Consulting

ASC IT support services can be profitable in meeting end-user demands.

Domain Expertise

Customer Relationship

Enterprise Resource
Planning [ERP]

Entertainment Industry
(Music/Video Streaming)


Technology We are Expert in



Angular, Angular js, MVC, Winforms, Razor Views,
jQuery/Javascript, React Js, HTML, CSS, Bootstrap, HTML 5, CSS3



Microsoft .Net/.Net core Web API,
RESTful services, Web Services, WCF



C#, VB.Net



.Net, .Net Core, .Net
5.0/6.0, MVC



Microsoft SQL Server,
MY SQL, PostgreSQL, Mongo DB



Microsoft SSRS, RDLC, Crystal Reports

Object Relational
Mapper [ORM]

Object Relational
Mapper [ORM]

Entity Framework, EF Core, Dapper

3rd Party Controls

3rd Party Controls

DevExpress, DevExtreme


What are the benefits that Microsoft Dynamics 365 has?

The main benefit of Microsoft Dynamics 365 customization is that it increases the efficiency across the organization to get more work done and enhances business growth. It can integrate into the organization’s workflows and require less human intervention. Additionally, it helps employees to do their job quickly and more accurately.

Can I migrate Dynamics 365 on-premise to online?

It is possible to shift from Dynamics 365 on-premise to online. With the help of the Dynamics 365 migration program, it enables on-premises customers to facilitate their move to the cloud platform. In addition, it provides end-to-end migration support from Microsoft advisors and a specialized migration team.

What are the benefits of Microsoft Dynamics 365 Field Service Implementation?

Microsoft Dynamics 365 Field Service assists organizations in delivering onsite services to customer locations. Here are a few ways it helps: 

  • Reasonable record of first-time fix rate
  • Covers more service calls per technician weekly
  • It reduces travel time
  • It is convenient to the customer when onsite visits are scheduled.
Who are the best Microsoft Dynamics 365 solutions providers in India?

We at Aspire Software Consultancy a leading Microsoft Dynamics 365 solutions provider in India. We are based in the IT hub of Bangalore city and have a lot of experience working with many different businesses. In addition, our dynamic and talented team of professionals makes us ideal software development service to implement the best solutions in the industry.

Why do businesses choose Microsoft Dynamics CRM?

Microsoft Dynamics CRM offers various scheduling tools and user-friendly dashboards that enable teams to collaborate effectively. It allows you to manage customer meetings, follow-ups, and other administrative tasks making your work productive and efficient. Moreover, the CRM’s automated workflow saves high costs and time for the business.

How can I lock/unlock the fields in Microsoft Dynamics CRM?

You can lock/unlock the fields in Microsoft Dynamics CRM using the following steps:

  • First, go to Settings and click on Customization. 
  • Then, select customize the system and go to entities. 
  • Now, a form will appear where you can check/uncheck the fields you want to lock/unlock.
How much does Microsoft Dynamics 365 software cost?

The Microsoft Dynamics 365 cost depends on the size of your sales team and the number of licenses you want to acquire. There will be a base charge when it comes to Microsoft subscription fees. On top of that, there will be system implementation and consultancy fees and other additional minor expenses.

What are the uses of Microsoft Dynamics NAV?

It assists businesses by streamlining work processes together, such as finance, manufacturing, customer relationship management (CRM), supply chains, analytics, and electronic commerce. As a result, this improves work productivity due to its efficient business intelligence.

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