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Dynamics 365 Sales Customization Best Practices
Updated: December 12th, 2024 by Ivan Farafonov
Microsoft Dynamics 365 Sales CRM is a platform for customer relationship management that provides optimization and business management for sales processes. It is a part of Microsoft Dynamics 365 ecosystem, so it integrates a wide range of functions for your businesses. Sure, each Dynamics 365 solution can be modified to cover your industry challenges and get the perfect fit. It also applies to Dynamics 365 Sales customization. You may fully modify the module to create the most relevant tools.
With appropriate customization, MD 365 Sales provides:
- Management of sales processes to track leads and sales operations.
- Customer engagement improvement through registration of customer information and needs.
- Automation of standard sales processes.
- Analytics through charts and reports.
Microsoft Dynamics 365 Sales are useful for different sizes of companies in combination with other solutions from the Dynamics 365 system.
Dynamics 365 Sales Customization Best Practices
Here are the top Dynamics 365 Sales customization best practices that will help you improve your business processes and ease your daily tasks.
Our Expert’s Opinion
Customizing Dynamics 365 Sales allows businesses to adapt their CRM tools to specific operational needs. By tailoring workflows, forms, and dashboards, teams can achieve better clarity and efficiency. As a result, you may ensure the platform works exactly as required for your goals.
Dynamics CRM Developer
Improve Analytics Visualization through Customizations
You visualize all required information about processes and items in the system with the help of analytics reports and charts. Customizing Dynamics 365 Sales analytics will help you get better insights and understand how to resolve existing issues through clear and descriptive charts and reports.
D365 Sales has a wide range of functionality in a unified form, but any chart and dashboard can be customized to show more relevant results.
- Example: Standard Sales chart shows analytics by client and region by default, but it is required to divide charts by districts. This requirement can be resolved by customizing fields.
Improve Work Speed Based on Employees’ Feedback
The faster you work, the more sales you make. Page customizations make system usage intuitive and simple for users. All the data will be easy to access and have a comfortable layout, and the forms will be well-designed and clear. It will improve worker loyalty, company profits, and efficiency.
- Example: The company has faced complications related to the speed of sales activities, and employees express frustration over the system's complexity and navigation menus. The sales team spends too much time searching for customer information, entering data into forms, and navigating between pages to complete tasks. This inefficiency might lead to a reduction in productivity and slower sales processes. The issue can be resolved by customizing fields and pages according to employees' feedback.
Hire reliable experts to customize the Dynamics Sales module effectively!
Keeping Customizations Organized is Easy
D365 App designer provides an essential structure of the system to understand page relations, clarify the menu sections, and make precise estimates. Based on structure optimization, you categorize information and get a clear understanding of where to look for required fields and data. It helps you to unify your processes and get high performance.
- Example: The company needs to keep its customizations organized, ensure clarity in the layout and menu structure, and improve the overall workflow speed and efficiency of system usage. However, the company departments have different needs. Using D365 Sales App Designer to optimize structure can solve these challenges. Strict structure allowed the teams to build a clear, logical hierarchy within the D365 system, giving the best user experience.
Store all Names, SKUs, and Descriptions in One Place
All your names, products, and warehouses can be stored as the system elements like fields, tabs, and entities can be captured for further Microsoft Dynamics Sales customization to have a clear meaning for each user. This customization will provide a better track of all products, supplies, and warehouse interactions to give the best understanding of all business assets on one page.
- Example: The company faces challenges in inventory management and product details across multiple departments and each company team has its own system to track products and locations, which leads to difficult product tracking and misunderstandings in product descriptions. This issue can be resolved by customizing information in one system that will store the same unified information for each team.
Our Successful Case Study
- Germany
- E-commerce
- Full-time
- 2 Dynamics Developers
- Dynamics 365 Commerce / Sales
Our client is a global leader in the cycling industry: the company supports retailers and brands with a robust e-commerce platform with over 900,000 products! To keep up with increasing demand, they needed to expand their development team with Dynamics 365 Commerce / Sales developers.
Their key challenge was hiring quickly without compromising on expertise. After some discussions, we create a profile with all company requests regarding candidates. Then, we successfully delivered top Dynamics developers for dealing with the Commerce module.
Now, with strengthened in-house expertise, the company is achieving faster project delivery and driving significant value for both retailers and end customers across digital channels.
Improve Security by Creating Permissions Structure
A permissions base can be built for users (or user groups) to restrict access to unnecessary information. Also, privileges might be added to grant access to important data and to keep a high level of security. Security role customization will provide strict access for each department to avoid the spread of sensitive information.
- Example: The company needs to improve the security of customers' data and internal information to restrict access to the warehouse department. This can be resolved by creating a user group for all warehouse workers with the restriction of customer data.
Avoid Manual Errors Through the Automation
MD 365 Sales provides the ability to minimize manual interactions with the help of the flows, business rules, and Power Automate to reduce time and lower the level of possible errors. Microsoft Dynamics 365 Sales system customization can be useful in money-saving because you do not need to buy extra apps to automate sales processes, reminders, and notifications.
- Example: A reseller company was facing issues with errors in sales processes, such as missed reminders and incorrect order entries. These errors created delays money and time waste. The automation of sales flow significantly reduced manual errors, increased customer satisfaction, improved response time, and saved money by eliminating the need for third-party apps.
Choose the Right Team for Your Customizations
The system might be customized by hiring Dynamics consultants without huge investments in a development team. Consultants can find the optimal level of customizations that will fit your needs, avoiding overcomplication. Fewer efforts, less time. Fewer spending is the key to a beneficial approach. A wise hiring approach will help you choose only the required specialists for your needs. In addition, you may cooperate with a Dynamics 365 recruitment agency to find your excellent experts.
- Example: The online store required a D365 Sales customization to automate order processing. However, they had limited funds for this task. Hiring a specialized Dynamics Sales consultants team instead of a large full development team resolved this challenge and helped the company to save money, still ensuring a high level of final result.
Some of our Sales Consultants
Access to Real-time Analytics
Improve your business by receiving insights that you need in any form through customizations of the charts, dashboards, and views. Create role-specific reports and personalized dashboards for user groups to ensure quick access to the most relevant sales metrics and reports to be able to track all processes in your company.
- Example: Sales companies faced insufficiencies in monthly reports of sales activities from different departments, which led to time-wasting. Customization of real-time reports and dashboards to display all flow step by step helped to resolve this issue and avoid future discrepancies.
Conclusion
Microsoft Dynamics 365 Sales is a simple and reliable solution that can be used in different business branches. Its customization requires consultants’ involvement and knowledge to modify and improve the system. This approach is the best way to get the most convenient tools for coping with your tasks. By following these practices your organization can achieve the best performance, and profitability, fasten the success of the customization process, and enhance user effectiveness.
If you need to find a reliable customization team, HireDynamicsDevelopers is here to help. Our team is ready to select and hire the most relevant experts to work with the Sales module effectively and improve your workflows. Try it and see for yourself!
Are you looking for Sales customization experts?
Get in touch with us to hire reliable consultants!
Outline
Alexey P.
10 HOURS / WEEK
Serhii S.
20 HOURS / WEEK
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