Microsoft Dynamics 365 Sales customization and development services

At Rand Group, our software engineering team is dedicated to ensuring that Dynamics 365 Sales is tailored to meet your specific needs. In fact, we specialize in development and customization of Dynamics 365 Sales to extend the power of your system. With development services including custom applications and integrations, we have the tools and expertise to help improve sales team productivity and performance.

Dynamics 365 Sales Development

Microsoft Dynamics 365 Sales customizations elevate your business

Dynamics 365 Sales is a leading CRM system that offers robust functionality but there is often custom functionality needed for specific industry or business needs. At Rand Group, our software development and customization team is dedicated to Microsoft Dynamics 365 Sales (D365 Sales) customization that aligns with your requirements, enabling your business to operate as efficiently as possible.

We take a tailored approach to Dynamics 365 Sales development, designing and architecting a solution that fits your exact needs. From there, we identify the best technology to bring that vision to life. Whether it’s system integrations, AI-powered tools, or custom applications, our development services ensure the technology is designed to help your business thrive.

Certified

Certified experts in Microsoft technology

Our certified development team has extensive expertise in Microsoft technologies as well as a variety of programming languages. They also understand the business processes behind the application. This combination of technology skills and business acumen ensures customizations drive your business forward.

Optimize

Optimize performance with Power Platform

Microsoft’s Power Platform—Power Apps, Power Automate, and Power BI—are fully integrated with Dynamics 365 Sales. Our development experts can help you create custom applications, automate workflows, and analyze data, all within the context of your Dynamics 365 Sales environment. 

Partnership

Trust the experts in Dynamics 365 Sales

A Microsoft Gold partner, Rand Group delivers unparalleled expertise and service for Dynamics 365 Sales . Our proven development best practices and specialized tools help you implement technology strategies that increase revenue and deliver lasting value for your sales team.

Ready to customize Dynamics 365 Sales?

Whether you’re just getting started or looking to expand your current system, our team can help you design and implement the right enhancements. Let’s talk about how Dynamics 365 Sales customization and development services can support your goals.

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Ready to customize Dynamics 365 Sales?

Whether you’re just getting started or looking to expand your current system, our team can help you design and implement the right enhancements. Let’s talk about how Dynamics 365 Sales customization and development services can support your goals.

Dynamics 365 Sales integrations improve productivity and decision-making

Connecting disparate business management applications into one integrated solution offers several key advantages that can significantly enhance efficiency, productivity, and decision-making. Our development services provide several ways to achieve this, including web services, third-party integration tools, and the native import/export features of Dynamics 365. Our software engineering team has experience with all types of integrations and can help you choose the best solution for your business needs. Benefits include:

  • Improved collaboration: Empowers sales teams to work more effectively by seamlessly sharing information and collaborating on deals
  • Enhanced data accuracy: Maintains consistent data across applications, minimizing manual errors and ensuring greater accuracy
  • Streamlined workflows: Automates tasks like syncing customer data, orders, and invoices, saving valuable time and effort
  • Real-time insights: Delivers up-to-the-minute insights into customer interactions, sales performance, and other critical metrics
  • Informed decision-making: Enables sales teams to make smarter, data-driven decisions using actionable insights
Dynamics 365 Sales integrations improve productivity and decision-making
Custom fields and views

Custom fields and views

Our custom development team can tailor Dynamics 365 Sales to match your business model with custom fields and entities that reflect how your organization tracks data. Whether it’s adding specialized data points or building entirely new entities, our solutions ensure your system fits your exact processes. Additionally, to help users focus on what matters we can create personalized views and lists that highlight the most important sales data. Further, we can configure filters, columns, and sorting options to support your team’s workflow. Examples of customizations include:

  • Adding custom fields to capture product interest tied to specific marketing landing pages
  • Creating new entities for industry specific quoting
  • Structuring relationships between entities for multi-stage sales processes
  • Building sales rep-specific views to prioritize hot leads and open opportunities
  • Creating dashboard-ready lists for high-value accounts and deals
  • Customizing opportunity views to group by custom entity

Automated notifications and workflows

Keep your sales process moving with automated notifications and workflows built into Dynamics 365 Sales. Our development and customization services include intelligent reminders and business rules that prevent delays and help your team stay proactive. Workflow examples include:

  • Automated email alerts when leads or opportunities are inactive for a set number of days
  • Real-time routing of new leads to sales reps based on product or landing page
  • Escalation workflows for stalled opportunities needing manager review
Automated notifications and workflows
Power Automate customizations

Power Automate customizations

Power Automate brings powerful automation capabilities to Dynamics 365 Sales. We can automate virtually any process and customize it to meet your exact needs. From data handling to approval processes, we develop flows that save time, reduce errors, and keep your sales process moving efficiently. Development support we’ve delivered includes:

  • Lead routing based on website form source or landing page selection
  • Automated reminders and follow-ups for inactive records
  • Custom approval workflows for discounts or deal escalations
  • Account and contact synchronization across systems using bi-directional logic

Let’s talk about how we can transform your business

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