Customization Guide

Getting Started

Understanding Customization

Learn how to extend Dynamics 365 with custom entities, fields, forms, workflows, and business rules to align with your organization's unique needs.

45 mins read

Starter Guide

Begin customizing your Dynamics 365 instance by exploring our step-by-step tutorial with live configuration previews and instant validation.

Last Updated: April 2025

Start Customizing

Customization Process

1. Requirements Gathering

Identify user needs by analyzing business processes. Document key requirements including custom fields, entity relationships, and workflow automations.

Tip: Use stakeholder interviews and process mapping tools to capture requirements.

2. Configuration

Use the Configuration Workbench to create custom entities, forms, views, and business process flows without writing code.

Tip: Enable the 'Allow customization' toggle before making changes to a solution.

3. Testing

Validate customizations using UAT environments. Test business logic, user interface, and data integration points.

Tip: Use the 'Create Test Data' feature to generate realistic test scenarios.

Advanced Customization

Plugins & Workflows

Extend system functionality using custom C# plugins or cloud flows to automate complex business rules and integrations.

// C# Plugin Example
public class ValidateContact : IPlugin
{
    public void Execute(IServiceProvider serviceProvider)
    {
        IPluginExecutionContext context = (IPluginExecutionContext)
        serviceProvider.GetService(typeof(IPluginExecutionContext));
        
        // Implementation here
    }
}

Power Automate Integration

Create complex automations connecting Dynamics 365 with other Microsoft 365 services and third-party platforms.

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