Microsoft Dynamics 365: Customizations & Configurations

Customizing Dynamics 365 means developing or adding new CRM features for your business and end-users. You can build and derive the benefits of customized solutions, and their related tools and technologies. It may include light app and function builders, workflow automation, and simple dashboard design. In addition, some of the latest capabilities include Power Suite, Common Data Service (CDS), and Common Data Model (CDM).

On the other hand, configuration services for D365 are essential for improving the UI design, field settings, security, business rules, and use of options and features, with various options and features available in the Microsoft Dynamics 365 configuration solution.

Unlocking greater possibilities with D365 Customizations

1. Keeping up with the demands of the customer
2. To have unified data sources
3. To harness modern technologies
4. To make informed decisions
5. To ensure compliance and data quality
6. Increased productivity with seamless integration
7. Meet organizational needs

Understanding Client-side & Server-side Customizations

Like many other CRM/ERP applications, Microsoft Dynamics 365 provides both server-side and client-side customization/automation options. These two approaches serve different purposes and have their advantages and limitations.

Client-side Customizations

1. JavaScript/TypeScript:

Client-side scripting using JavaScript (or TypeScript which is later compiled into JavaScript) allows you to enhance the user interface and behavior of Dynamics 365 forms. You can create client-side validation, automate field calculations, and create interactive user experiences.

2. Business Rules:

Business Rules are a declarative way to define and apply client-side logic without writing code. They are used to show/hide fields, set field values, or validate data based on predefined conditions. Note:- Entity-scoped business rules are executed on the Server Side.

3. Client-side Extensions (e.g. Ribbon Workbench):

These extensions allow you to customize the Dynamics 365 user interface, including the Ribbon and Command Bar, to create custom buttons and actions.

Server-side Customizations

1. Plugins:

A plugin is a customized event handler that triggers or activates when a particular event is triggered during the execution of a Microsoft Dataverse data operation (Such as table row Create / Update / Delete etc.). This plugin is developed as a custom class, compiled into a .NET Framework assembly, and can be uploaded and enlisted within Dataverse. Multiple compiled plugin classes from an assembly can be associated with specific events (steps) in the Dataverse event framework. During data processing, when the designated event takes place, the code contained in the registered plugin class runs, offering a way to enhance or alter the default data processing functions of the platform.

They offer deep integration and are suitable for complex business logic and data processing. Plugins can be used for tasks like data validation, complex calculations, and interacting with external systems.

2. Custom Actions:

Custom actions are server-side processes that allow you to define custom operations that can be called from within Dynamics 365 or external applications. They are often used for complex operations or integrations. Server-side customization and automation are more powerful and versatile for handling complex business requirements, but they typically require development skills and may be subject to deployment and testing processes.

3. Custom Workflow Activities:

Custom workflow activities are similar to plugins but are designed to be used within workflows. They allow you to encapsulate custom logic and actions that can be used in a more process-driven manner.

Utilization of Client-Side Customization & Server-Side Customization

Choosing between client-side and server-side customization and automation depends on the specific requirements of the project. Here are some considerations to help you decide as given below.

Client-side Customization

Use client-side customization for UI enhancements, to improve the user experience, and implement simple business rules.

Server-side Customization

Use server-side customization for complex business logic, integration with external systems, and tasks that require deep data manipulation.

Sometimes both server-side and client-side customization may be necessary to meet all your business requirements.

Client-side customizations can be more accessible to power users and administrators while server-side customizations often require more rigorous testing and development processes.

Customizing your Dynamics365 System offers many benefits, including faster decision-making, reduced workloads, enhanced insights, reduced paper-based processes, greater flexibility, and improved customer interactions.

Stay tuned for more insights on how Dynamics 365 can help you achieve specific goals, optimize processes, and transform your business meaningfully.

Unlock Potential. Drive Growth. Embrace the Future with Dynamics 365.