If you're using Microsoft Dynamics 365 and feel like you're only tapping into part of its potential, you're not alone.
We’ve seen that the real shift happens when teams move beyond basic setup and start customizing D365 to match how they actually operate.
A few examples:
C- ustom entities for tracking what your business truly needs (not just what’s standard)
- Role-specific views and forms that reduce friction
- Automated workflows that eliminate handoffs
- Plug-ins and integrations that sync key systems
- Mobile-ready layouts for on-the-go teams
- UI changes that boost adoption
These aren’t just technical tweaks—they solve real business problems.
But it raises a bigger question:
Where’s the line between configuration and customization—and how do you know when it’s time to cross it?
Would love to hear:
- What kind of D365 customization has made a real impact for you?
- Where have you run into limits or surprises?
Let’s share lessons that go beyond the standard setup.
And if you're interested in a deeper breakdown with real examples, I wrote more about it here.
https://nalashaadigital.com/blog/crm-customization-guide/
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