Top 3 Dynamics CRM Customizations You Should Know

Discover top 3 Dynamics CRM customizations: inline editing, custom field options, and saving personalized views for better productivity.

Microsoft Dynamics 365 is a powerful suite of business applications that helps organizations streamline operations, enhance customer relationships, and drive growth. However, to truly make the most of Dynamics 365, certain Dynamics CRM customizations can significantly enhance the system’s usability and functionality. Here are the top 3 must-have customizations for your Dynamics 365 system:

Inline Editing

Dynamics CRM Customizations: Additionally, Inline editing is a crucial customization that allows users to make changes directly within a list view or form without having to open a separate edit window. This feature can dramatically improve user efficiency and data accuracy.

Benefits of Inline Editing in Dynamics CRM Customizations

Time-Saving: Users can quickly update records without navigating away from the main view, saving valuable time.
Enhanced User Experience: The ability to edit in place reduces the number of clicks and page loads, making the user experience smoother and more intuitive.
Improved Data Accuracy: Immediate access to editable fields helps ensure data is kept up-to-date, reducing the risk of outdated information.
- To enable inline editing, system administrators can configure the entity settings in Dynamics 365 and customize the form layouts to allow for direct modifications. This customization is particularly useful in scenarios where users need to frequently update records, such as sales pipelines or customer service cases.

Have a look at how we have added these IN-line items in ‘Dynamics Leads and Opportunities View’

Note all the leads in the list view are editable on the Grid Itself !

Dynamics CRM Customizations: Different Types of UI Field Editing and Custom Field Options

Dynamics 365 offers a variety of UI field types that can be customized to suit specific business needs. This includes text fields, option sets, lookup fields, and more.

Key Custom Field Options in Dynamics CRM Customizations

Lookup for Single Select Set (Dropdowns): These fields allow users to select from predefined values, ensuring data consistency and simplifying data entry. This can be single select.

Lookup for Multi Select Drop Down options

Calculated Fields: Automatically perform calculations based on other field values, reducing manual effort and ensuring accurate data.

Example

Tags Type field: Add any data you would like but this does not get bounded so if you need to add some notes etc with which you could later add as a filter condition this serves the purpose

Custom field options enable organizations to tailor Dynamics 365 to their unique processes and data requirements. For example, a sales organization might use option sets to categorize lead sources or lookup fields to associate contacts with specific accounts.

Dynamics CRM Customizations: Saving Views, Layout Changes

The ability to save personalized views and layout changes is a powerful customization that enhances user efficiency and satisfaction. Dynamics 365 allows users to customize their views by further adding or removing columns, applying filters, and sorting data.

Advantages of Saving Views and Layout Changes in Dynamics CRM Customizations

Personalized Experience: Users can create and save views that display the information most relevant to their roles and tasks.
Quick Access: Saved views provide quick access to frequently used data sets, reducing the time spent navigating the system.
Consistency: Ensures that users consistently see the data in a format that best supports their work processes.

Administrators can also define system views and layouts that apply to all users, ensuring that critical data is presented consistently across the organization.

In order to save view, we perform the below options.

Move the Column Up and Down or Add new fields using the ‘Add Column’ button

Once done then click on Apply button to add the new fields to the existing view. After that follow below steps:

A small Asterix gets added click on the dropdown option to
“Save changes to the Current view” If you want to override the existing view with the new one
Save to a New view if you want to keep the current view as a new view name
If you would like to reset your changes and then make it same as how it was before
Manage and Share views to share the current view with your team member

If you choose to share the view the different options, come up as below make use of them with the level of permission you want to provide for the user

Conclusion

By implementing these top three customizations, organizations can significantly enhance the functionality and usability of their Dynamics 365 system. Inline editing, diverse UI field options, automatic task creation, custom status fields, and custom template views for data management all contribute to a more efficient, user-friendly, and powerful system. These customizations enable businesses to tailor Dynamics 365 to their specific needs, driving greater productivity, accuracy, and overall success.

Additionally, you can explore more about customizations on the Dynamics 365 Blog.