With Dynamics 365, you don’t have to be a large company or have an IT professional on staff to make the system your own. There are many Dynamics 365 customizations you can make to the system, without ever touching a line of code. In this blog. I’m going to give you a quick overview of a few of them.
Adding your logo or company colors – Tired of the default Dynamics 365 color scheme, or want to inject a little brand identity? No problem, that’s simple. Just navigate to “Settings” --> “Customizations”. Once there, you will see a button to add a new theme. Click it, and a new screen where you can upload your own logo (to display on the system navbar) and choose complementary colors for each of the elements of the Dynamics 365 interface will appear.
Note: Dynamics 365 asks you to input the hexadecimal code for each color that you would like to use. For those of you not familiar with them, hexadecimal codes are a common color naming convention used in website development. Should you need to convert your colors from RBG to hexadecimal, or want help picking an eye-catching color scheme that matches your logo, give this free Adobe tool a try. It is one of my personal favorite color apps on the web.Once you’ve found a color combination you think you’ll like, you can easily preview it before sharing it with your entire organization. And, if you’re satisfied, publishing it is as easy as clicking a button.
Remove fields you don’t need – Perhaps you find some of the screens in Dynamics 365, a little busy or intimidating because they have a lot of fields that are not relevant to your business. You can easily get rid of the unnecessary fields, making your forms cleaner and less confusing to your users. Simply, go to “Settings” -->“Customizations” and click “Form Editor.” Once there, you can remove the fields you don’t need, add new ones or move around the existing fields, all with a drag-and-drop editor.
Add fields to capture information that’s important to your business – Maybe the default forms found inside Dynamics 365 don’t offer an out-of-the-box way for you to capture information that is particularly important to you. For example, let’s say you make it a priority for your sales reps to ask clients how they would rate the customer service they receive. So, you need a field to capture those ratings. Adding one is a cinch, just go to “Entities.” Then, open the one you want to change, and add the new field. You even have the flexibility to set options, such as whether this field is searchable or required, and what type of data it will accept.
Add or change a business process flow – Business processes in Dynamics 365 are the green arrow pathways you see at the top of many of the screens. Sometimes users find that these out-of-the-box processes don’t fit the way they do business. If this is the case, you can easily tweak any of these processes to better meet your needs. To do this, open the business process designer and adjust the process as needed. For more information on the business process designer and how it works, read this.
Create or customize dashboards – As you probably know already, dashboards are great way to keep track of key performance indicators that are important to your unique role. And, Dynamics 365 comes loaded with several prebuilt dashboard layouts designed for a variety of job functions. You can easily add or arrange charts by dragging and dropping them in the dashboard editor. And, if the available charts and/or dashboards don’t meet your needs, you can create your own. For more instructions on how that works. Please refer to this article.
Add business apps – Dynamics 365 comes with business apps for a variety of functions including sales, customer service, field service, project service automation, operations and financials. But, what if you need something more specific? Chances are good that someone has already created an app that will meet your needs. To search for available Dynamics 365 apps, head to appsource.microsoft.com. But, if you don’t find what you need, keep in mind that Dynamics 365, also gives you the flexibility to build your own apps. Here’s an article on how that works, should you want to learn more.
Want to learn more about any of the Dynamics 365 customizations I’ve included in this blog? Please watch the brief video from Microsoft below.
I hope after reading this blog and watching the video you’ve learned something useful that will help you make Dynamics 365 your own.
If you haven’t yet bought Microsoft Dynamics 365, but are considering doing so, and would like to learn more about this revolutionary cloud-based business management system, please visit our website.
Should you have any questions about the software in general, or other Dynamics 365 customizations, please feel free to contact us! Our experts will be happy to help.
By: Laura (Heinbockel) Schomaker, Intelligent Technologies, Inc., a South Carolina Microsoft Dynamics partner