Levels of Microsoft Dynamics Custom Developmentprinformation | March 27, 2019 | 0 | Software
Microsoft Dynamics custom development is a kind of software development which is designed to cater to the wide range of customer relationship management (CRM) requirements of various companies and other related businesses. Sectors like sales, marketing, services like help desk and similar service functions. Microsoft Dynamics custom development is based on all versions of Microsoft Dynamics CRM including the dynamics 365.
The Microsoft dynamics custom development provides a wide array of customization options from creating new functionality to changing the interface, navigation methodology to offer an improved CRM. Though the development of custom Microsoft dynamics differs from business to business but any which ways the process enhances the business.
Hence, customization of Microsoft Dynamics offering plays a vital role in achieving organizational targets. The maximum part of this customization is hassle free and does not require much investment. In case of complex business requirements, Dynamics CRM provides Software Development Kit (SDK) for developers to customize business logic or integrate Dynamics CRM with specific applications.
There are majorly three levels of Microsoft Dynamics Custom Development. Basic, Intermediate and Advanced level of customization.
Also known as No Code level, it can be performed by within the user interface of the CRM and does not need an expertise in technical knowledge. It goes around situations like writing workflows for various tasks, changing the data, setting the data filters for priority, etc.
Let’s check-out things those can be customized with no-code configurations:
- Extend standard entities for adding custom fields
- Create custom forms
- Generate custom entities
- Broaden standard views and display additional information
- Create custom views
- Create custom business process flows
- Develop workflows with custom logic
- Formulate business rules enforcing data integrity
This stage requires a minimal coding experience, along with integrated support for third-party software with the company’s offerings. If a programmer finds any difficulty in integrating certain functionalities, he can integrate third-party software and start implementing the desired extensions by providing the credentials. Following are the certain cases where a middle-level dynamics CRM customization can be done.
- Set the value of a field in the form
- Create a field in the form
- Flag an error message in case an invalid entry made for any field
- Hide or display a parameter depending on the criteria
- Enable or disable the field
Code customization or advanced level of customization needs technical proficiency of higher level to include peculiar functions into the CRM system. It requires the developer to go to the CRM backend and develop the functionality from scratch. It involves a process of creating a custom module to meet the particular organization’s needs or integrating any third-party software. Here are a few things where an advanced level of dynamics CRM customization is required are as follows:
- Design and execute custom plug-ins
- Delete or update certain records
- Create custom workflows
- Develop custom web/server-hosted web applications
- Embed a CRM form
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