Customization

Customizing Dynamics 365

Microsoft Dynamics 365 is designed to allow system administrators and users the flexibility of customizing and configuring the system to meet their specific needs. Any changes in the organization can be easily accommodated making this application scalable and extensible.

The main requirements for customization are:

  • The right/privileges to make changes (based on security role and permissions)
  • Understanding of the business process
  • Familiarity with the application architecture
  • A structured methodology for implementation

Some of the major types of customizations include:

  • Customizing forms, views and charts
  • Customizing the schema
  • Automations using workflows and dialogs
  • Customizing reports and dashboards and creating web resources

Jump to the following pages to learn more about Microsoft Dynamics CRM customization:


Become a CRM Administrator

For a more formal introduction into becoming a CRM administrator, check out Dynamics 365 University’s CRM Boot Camp for Dynamics 365.