Dynamics 365 development & customization services
Rand Group’s software engineering team will tailor your Microsoft Dynamics 365 ERP or CRM solution to meet your specific business needs and create efficiencies for your users by customizing the application through the use of various Microsoft technologies such as X++, AL, and C/AL.
Customization for your Dynamics 365 ERP or CRM to fit business processes and gain efficiency
While ERP and CRM systems are built to meet industry-standard business processes, many companies find the need to customize because standard functionality doesn’t always align with unique needs. The Microsoft Dynamics suite of solutions is highly configurable and designed to work seamlessly with other Microsoft products.
Rand Group offers development and customization for Microsoft’s ERP offerings — including Dynamics 365 Finance & Operations, Dynamics 365 Business Central, Dynamics NAV, and Dynamics GP — plus Microsoft CRM solutions such as Dynamics 365 Sales, Marketing, Field Service, Customer Service, and Project Operations. Our team of software engineers will tailor your solution to work with your business’s processes and train users on how to utilize it.
From small adjustments to new modules
Our software engineers have extensive knowledge on how to make small tweaks such as adding new fields or records, plus the ability to add entirely new modules and functionality.
Custom development framework
Rand Group utilizes a custom development framework to plan, test, then execute customizations using Microsoft technologies such as X++, AL, and C/AL.
Certified Microsoft partner
Rand Group is a certified gold Microsoft partner and offers a wide variety of Microsoft products including implementation, integration, customization services, and more.
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Explore Dynamics 365 product customization
Rand Group offers deep development expertise across the full Microsoft Dynamics 365 product suite. Whether you’re focused on sales, finance, field service, or project delivery, our team can tailor each solution to meet your business goals. Explore customization options for each Dynamics 365 product below.
Dynamics 365 CRM
Adapt Microsoft’s customer relationship management platform to fit your sales, service, and support strategies. Customize entities, forms, workflows, and integrations to streamline every interaction.
Dynamics 365 ERP
Customize your ERP environment to meet operational needs across finance, supply chain, manufacturing, and reporting. We support full-stack development and cross-app integrations to optimize performance.
Dynamics 365 Business Central
Extend and tailor Business Central with custom pages, workflows, and role centers. Whether you need job cost tracking or approval automation, we help you get more from your ERP.
D365 Finance & Operations
Build custom modules, forms, and business logic within F&O using X++ and Microsoft’s development framework. We help you adapt to complex business rules and industry-specific needs.
D365 Sales
Customize lead routing, opportunity tracking, and quote management to match your team’s sales process. Improve visibility and decision-making with tailored dashboards and automation.
D365 Customer Service
Personalize the support experience by customizing case management, service-level agreements, and knowledge base workflows. Integrate with external systems and self-service portals.
D365 Field Service
Customize lead routing, opportunity tracking, and quote management to match your team’s sales process. Improve visibility and decision-making with tailored dashboards and automation.
D365 Project Operation
Adapt project accounting, resourcing, and billing to fit your firm’s delivery model. We build tailored experiences for project managers, finance, and operations teams.
Rand Group didn’t just implement a system—they helped us rethink our business processes. The team went beyond a ‘canned solution’ and worked closely with us to develop practical, customized solutions. We now have real-time visibility into our financials and can make data-driven decisions with confidence.
Add new functionality or modules
Extend your Dynamics 365 solution to do more for your business by adding new functionality or modules. Rand Group will help your team identify any areas where out-of-the-box Dynamics 365 functionality does not completely meet your business needs, then develop a plan for building and implementing new functionality.
Examples of Dynamics 365 customizations created by Rand Group include:
- A custom rentals module to manage equipment rentals
- A custom maintenance module to track and managed fixed asset maintenance
- Functionality to integrate with third parties such as UPS, ADP, and Amex
- Extension of existing functionality, such as additional validation, approval, or tracking
- Additional features such as credit limit approvals, master record management, statistical accounts and more using Rand Group applications
Build custom workflows
ERP and CRM solutions, including Dynamics 365 Business Central, feature pre-configured workflows that connect business-process tasks performed by different users. Organizations often have business scenarios that require a workflow event or response that is not available out-of-the-box. Our team can create custom workflows either through custom application code within Dynamics or by building a workflow in Power Automate to ensure your solution optimizes your business processes.
Personalize screens for different departments and users
Dynamics 365 applications can be highly customized to meet the specific needs of a department or a single user to only display the information they need. Choose the information a group of users need to view to help them work more efficiently.
Examples of personalization include:
- Change a role center, workspace or dashboard layout
- Build a custom filter for a list page to display desired data
- Add new fields to a specific view or table
- Add tiles, lists, and links to workspaces
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