Microsoft Dynamics 365 CRM development and customization
Dynamics 365 CRM development and customization lets you adapt Microsoftโs powerful customer relationship management platform to your business and workflows. Out of the box, Dynamics 365 CRM apps have strong sales, service, and customer interaction capabilities. But every business has unique processes and requirements. By customizing Dynamics 365 CRM, you can streamline your operations, improve user adoption, and get more business value from your CRM investment.
Tailoring Dynamics 365 CRM to your business
Dynamics 365 CRM is flexible and includes powerful native capabilities. But some businesses require customization and development to meet specific operational needs. Through customization, you can modify forms and fields to capture the exact data your teams need, create custom business process flows that mirror your sales or service steps, and add new functionality to address industry-specific requirements. Whether itโs automating a complex approval process or adding a new field for reporting, Dynamics 365 CRM can be customized to match your processes.
Rand Group has extensive experience developing custom solutions in the Microsoft Dynamics 365 CRM suite, such as D365 Sales, Customer Service, Field Service, and Project Operations. From complex project-based quoting in Sales to automated time and expense approvals in Project Operations, we help clients get more value from their CRM investment. Our developers work side by side with functional consultants to ensure your solution is scalable, stable, and purpose-built.
Beyond out-of-the-box functionality
Rand Group can customize D365 CRM to support your specific processes by adding new fields, forms, or custom workflows. These enhancements ensure the system matches how your team works, not just how the software was built. Whether itโs a small tweak or a full module build, we can tailor D365 CRM to fit your needs.
Maximize your CRM ROI
Development and customization help you get more from your CRM investment by automating manual tasks and refining the system to match your needs. This improves productivity, reduces errors, and delivers faster, more accurate outcomes.
Trusted Dynamics 365 experts
Rand Group is a certified Microsoft Dynamics 365 CRM partner with deep experience in CRM development and customization. We understand both the technical platform and the business processes it supports. We deliver custom solutions that work, on time, on budget, and aligned to your goals.
Start customizing Dynamics 365 CRM today
Whether you’re enhancing lead routing, automating project approvals, or integrating with your ERP, Rand Group can help you get more from Dynamics 365 CRM. Let our experts design a solution that fits your processes and scales with your business.
Start customizing Dynamics 365 CRM today
Whether you’re enhancing lead routing, automating project approvals, or integrating with your ERP, Rand Group can help you get more from Dynamics 365 CRM. Let our experts design a solution that fits your processes and scales with your business.
Explore development & customization by CRM module
Dynamics 365 CRM includes multiple applications for specific business functions. Each module has core capabilities, but many organizations need advanced features or automation that go beyond whatโs included out-of-the-box. Rand Group delivers custom development and customization for each of these solutions to get more value from your CRM investment.
D365 Sales
Optimize your sales processes with targeted customizations that streamline lead management, opportunity tracking, and reporting.
D365 Customer Service
Customize the service experience with tools that improve case handling, automate routing, and ensure accurate customer data.
D365 Field Service
Adapt D365 Field Service to your operational model with tailored scheduling, work order management, and resource planning tools.
D365 Project Operation
Support project-based work with custom features that align with how you plan, track, and execute across teams and timelines.
Develop workflows tailored to your processes
Turn manual steps into automated processes with intelligent workflows built with Microsoft Power Automate. At Rand Group, we use Power Automate to help you eliminate repetitive tasks, enforce business rules, and keep teams connected across systems. Whether itโs approvals, alerts, or multi-system integration, we make sure the right things happen automatically. These flows help streamline tasks and increase efficiency:
- Approval workflows: Automate approvals for discounts, time entries, expenses, or project materials. Managers receive alerts in real-time via Teams or Outlook, keeping decisions moving without delays.
- Alerts and notifications: Send proactive alerts to users when leads go cold, cases remain unresolved, or key data changes, so nothing falls through the cracks.
- System connectivity: Trigger actions across Dynamics 365, Power Platform, and third-party apps. For example, integrate CRM account data with Business Central customers or update SharePoint when a record is created.
- Role-specific automation: Build flows tailored to your usersโ daily tasks, like notifying sales reps when a lead is assigned or auto-creating follow-up activities when an opportunity advances stages.
Integrate across your tech stack
Dynamics 365 CRM is most powerful when it connects seamlessly with the rest of your business systems. Integration eliminates silos, reduces data entry, and gives your teams a complete view of customers and operations. Whether youโre syncing data with your ERP, linking to a customer portal, or connecting with marketing platforms, Rand Group builds secure and scalable integrations that support real-time data flow.
- Sync Accounts and Contacts between Dynamics 365 CRM and ERPs like Business Central or D365 F&O
- Integrate email and calendar activities with Outlook for seamless communication
- Connect SharePoint for secure document storage and easy access
- Enable lead capture from web forms directly into CRM
- Link marketing platforms for better campaign tracking and analytics
- Build custom APIs to connect CRM with industry-specific applications
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