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6 Ways to Customize Microsoft Dynamics 365 without Writing Any Code

6 Ways to Customize Microsoft Dynamics 365 without Writing Any Code

Microsoft Dynamics 365 is an end to end cloud solution that allows any business to improve their processes by combining the capabilities of CRM and ERP. Of course, no two businesses are the same, and business systems need to be customised to suit unique needs.

In Microsoft Dynamics 365, a variety of basic customisations can be achieved through just point and click, without writing any code. To get started, here’s just six of the things you can do to make Dynamics 365 work for your business.

  1. Swap in Your Own Logo and Colours
    You probably want to align your systems with the look and feel of your brand. In Dynamics 365 this is simple. Through the settings pane, simply go through customisations and add a new theme. Within the theme editors, users can upload their brand logo, set the colours for navigation elements and link text.
  2. Remove fields you don’t need
    Dynamics 365 comes with a variety of different forms and field that reflect general business needs. Where your business doesn’t require certain data you can use the form editor in Dynamics 365 to remove the fields you don’t need, so you only see what you want to capture.
  3. Add new fields
    On the other hand, perhaps your business requires specific data that isn’t provided as a field in Dynamics 365 out of the box. Fields can be added by editing the entities you want to change.
  4. Add or change a business process flow
    Dynamics 365 comes with built-in business processes which are visible at the top of forms as a progress bar, which shows a user where they are at in the customer lifecycle. Process flows make it easy for users to understand what information they need and required next steps. Of course, organisations have unique processes, and process flows can be easily edited by dragging and dropping elements in the process designer.
  5. Create or customise dashboards
    Dashboards are the best place for you to track the progress of your business. Dynamics 365 comes with several dashboard layouts for different roles that highlight common performance metrics and data. The built-in dashboard editor allows you to add or arrange charts in your dashboards.
  6. Add business apps
    Dynamics 365 offers flexibility and comes with apps for specific business functions: sales, customer service, field service, project service automation, operations, and financials. Sometimes, your business might need something more specialised. AppSource is a large repository of business applications that others have built, many of which are likely to fill specific needs, just like the personal apps you use on your phone or device. Alternatively, you can create your own custom apps for Dynamics 365.


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