Microsoft Dynamics 365 Customization Services

Customize Microsoft Dynamics 365 to Match Your Business

Our team of Microsoft Dynamics 365 Customization Services supports you in customizing Dynamics 365 CRM and ERP applications according to your business processes. Right from custom forms & workflows integration, dashboards, AI-enabled automation, and complex business logic. Aegis Softtech delivers secure and scalable solutions that make your teams more productive.

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15+

Years of Experience

36+

Microsoft Experts

85+

Projects Delivered

20+

Countries Served

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Dynamics 365 Applications We Customize

All the key Microsoft Dynamics 365 platforms can be tailored to your business processes to automate your operations and boost the productivity of your users.

Dynamics CRM Applications Customization

Dynamics 365 Sales

Improve the performance of your sales team with the customization of your sales processes, lead management, opportunities, quote approval, sales automation, and executive dashboard.

Explore Dynamics 365 Sales

Dynamics 365 Customer Service

Provide an excellent customer experience for your clients through customization of your support process’s case management, SLA automation, omnichannel workflows, knowledge management, and the service dashboard.

Explore Dynamics 365 Customer Service

Dynamics 365 Field Service

Improve your field operations by customizing your work orders, scheduling, resource management, inspections, mobile experience, and automated service workflow.

Explore Dynamics 365 Field Service

Dynamics 365 Marketing (Customer Insights – Journeys)

Personalize customer journeys using customized lead nurturing workflows, segmentation, email templates, event management, and marketing automation. We customize Dynamics 365 Marketing based on your campaign objectives, customer engagement strategies, and report needs to assist you in delivering targeted marketing campaigns.

Explore Dynamics 365 Marketing Solutions

Dynamics ERP Applications Customisation

Dynamics 365 Business Central

With custom pages, role centers, workflows, reports, and integrations, extend Business Central beyond standard functionality. We help automate work operations, streamline approvals, and adapt Business Central to your unique business processes.

Explore Dynamics 365 Business Central

Dynamics 365 Finance

Customize Dynamics 365 Finance to cater to your needs for accounting, budgeting, approvals, compliance, and financial reports. Our experts design customized scalable applications that make financial processes easy to manage while ensuring accuracy of the data.

Explore Dynamics 365 Finance

Dynamics 365 Project Operations

We customize project planning, resource management, budgeting, time tracking, invoicing, and reporting in accordance with your delivery process.

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Power Platform & Copilot Customizations

Power Apps

Build custom canvas and model-driven apps that streamline business processes, replace manual workflows, and extend Dynamics 365 with tailored applications for your teams.

Explore Power Apps

Power Automate

Automate repetitive tasks, approvals, notifications, and business workflows with secure, scalable flows that improve productivity and reduce manual effort.

Explore Power Automate

Power BI

Create interactive dashboards and real-time reports using Dynamics 365 and business data to support faster, data-driven decision-making across your organization.

Explore Power BI

Copilot Studio

Design and deploy AI-powered copilots tailored to your business processes, enabling employees and customers to access information and automate routine tasks.

Explore Copilot Studio

AI Agents

Develop intelligent AI agents that automate business processes, assist users, and integrate with Dynamics 365, Microsoft 365, and third-party applications.

Explore AI Agent Development

Dynamics 365 Customization Capabilities

We tailor Microsoft Dynamics 365 to match your business processes, integrations, and reporting needs with custom-built solutions that remain scalable and upgrade-friendly.

Custom Forms & Views

Design user-friendly forms and personalized views that simplify data entry and improve productivity.

PowerApps Component Framework (PCF) Development

Build reusable, responsive PCF controls to create rich user experiences, interactive grids, custom input controls, file upload components, barcode scanners, maps, and industry-specific interfaces.

Ribbon & Command Bar Customization

Customize ribbons and command bars to streamline navigation, simplify user actions, and improve operational efficiency.

Power Automate Integration

Create automated workflows across Dynamics 365, Microsoft 365, and external applications.

Custom Business Logic

Implement tailored business rules, validations, calculations, and process controls specific to your organization.

JavaScript & TypeScript Development

Develop client-side customizations, form scripting, validations, and interactive functionality using Microsoft's supported development framework.

Dataverse Customization

Customize Dataverse tables, relationships, business rules, calculated fields, rollup columns, and security models to support your unique business processes.

Custom API & Azure Functions Development

Build secure custom APIs, Azure Functions, and connectors for scalable integrations and advanced business scenarios.

Web Resources Development

Develop custom HTML, CSS, and JavaScript web resources to extend Dynamics 365 with tailored user experiences and functionality.

Third-Party Integrations

Connect Dynamics 365 with ERP, CRM, payment gateways, e-commerce platforms, and other business applications.

Dashboards & Reports

Create real-time dashboards, KPIs, and analytical reports for better decision-making.

Security & Role Customization

Configure role-based access, permissions, and security models to protect sensitive business data.

AI & Copilot Extensions

Enhance Dynamics 365 with AI-powered insights, automation, and Microsoft Copilot capabilities.

Why Global Organizations Choose Aegis Softtech

There’s no shortage of vendors who’ll tinker with our Microsoft Dynamics setup. Finding a partner that gets it right, and keeps it right, is a different story. Here’s why businesses stick with us.

Microsoft Partner with Certified Dynamics 365 Experts

As a Microsoft Partner, our team includes Microsoft-certified Dynamics 365 consultants who follow Microsoft's best practices for implementation, customization, integration, and support.

D-U-N-S® Registered Company

Aegis Softtech is a D-U-N-S® registered company, providing enterprise clients with an additional level of business verification for procurement, vendor onboarding, and compliance.

15+ Years of Enterprise Software Expertise

We've been building enterprise software for over 15 years now, long enough to know what works and what doesn't. This experience shapes every decision we make on your project, from day one to go-live.

Expertise Across the Microsoft Ecosystem

Our developers work across CRM, ERP, Power Platform, and Azure platforms so your Dynamics 365 setup isn't sitting in isolation while everything else runs on someone else's guesswork.

Upgrade-Safe & Future-Ready Customizations

Microsoft pushes updates a lot. We build every customization to be upgrade-safe and scalable, so future Microsoft updates don't disrupt your workflows and grow as your business expands.

Agile Delivery with Complete Project Transparency

We adopt the agile process model with smaller sprints and meetings on a weekly basis. This ensures you know the status of your project at every moment.

Post-launch Support

The go-live moment does not mean the end of the story for us. After the go-live of your CRM system, we stay with you to provide all necessary post-deployment services, including troubleshooting, performance tuning, etc.

Proven Industry Experience

We’ve worked across several industries, including healthcare, retail, manufacturing, and others. So, we’re not guessing how your workflows should look; we’ve seen versions of them before.

ISO 27001 certified

Your data isn't handled casually. We follow ISO 27001 standards for information security, so there's an actual process behind how your CRM data is protected, not just a promise.

NDA and IP protection, no exceptions

Every engagement starts with an NDA, and whatever we build stays yours. No grey areas around who owns the code or the data once the project's done.

Global Delivery with Flexible Time Zones

Our distributed delivery model supports businesses across the US, UK, Europe, Australia, the Middle East, India, and Asia Pacific with overlapping working hours for faster collaboration.

Meet Our Microsoft Dynamics 365 Customization Team

Work with Microsoft-certified Dynamics 365 customization consultants who tailor Dynamics 365 to your unique business processes. From custom entities, workflows, forms, dashboards, and Power Apps to plugins, PCF controls, and Dataverse customizations, our experts build scalable, user-friendly solutions that improve productivity, streamline operations, and maximize your Dynamics 365 investment.

View Our D365 Customization Team Profile

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Business Challenges We Help Solve

Most businesses don’t come to us because Dynamics 365 is broken. In fact, they come to us because it’s not working for them. Here’s what we hear often and what we offer as part of our Dynamics 365 CRM customization services.

Dynamics 365 doesn't fit your workflows

You're bending your process to match the software instead of the other way round. We reshape the system around how your team already works, not the reverse.

Too many manual processes

Someone's still copying data between screens or updating the same record in three places. We automate the repetitive stuff so your team spends time on work that actually needs a person.

Low CRM adoption

The system’s live, but your sales team barely opens it. If there is an attempt to work around it, something must be wrong in the process. We streamline the interface until it is usable again.

Multiple disconnected systems

When your CRM gives you one figure while your ERP gives you another, there is no telling what is correct. We interlink the two systems to ensure that data flows automatically.

Complex approval workflows

Approvals sit in someone's inbox for days. What should take an hour takes weeks. We rebuild the flow so that requests route automatically and deals stop stalling.

Reporting limitations

You need answers, but pulling a decent report means exporting to Excel and fixing it manually. We set up dashboards that show what you need, when you need it.

Industry-specific requirements

Generic CRM setups don't account for how your industry runs and what you need. Your industry requirements, compliance rules, or unique steps- none of these fit a default template. We build for your industry, not a generic solution.

Customization vs. Configuration: What's the Difference?

Two different ways to shape Dynamics 365

Comparison Factor	Configuration	Customization
Definition	Uses built-in Dynamics 365 features without custom coding.	Extends Dynamics 365 with custom code, plugins, APIs, and integrations.
Best For	Businesses with standard processes and minimal changes.	Businesses with unique, complex, or industry-specific requirements.
Development Effort	Low; primarily point-and-click setup.	Medium to high; requires development and technical expertise.
Implementation Time	Faster to deploy.	Takes longer due to design, development, and testing.
Flexibility	Limited to out-of-the-box capabilities.	Highly flexible and tailored to specific business needs.
Maintenance	Easier to maintain and upgrade.	Requires ongoing maintenance and compatibility testing.
Examples	Custom fields, forms, views, business rules, security roles.	Plugins, custom workflows, APIs, integration with Power Automate, custom dashboards, portals, third-party integration.
Typical Scenario	Customization of Dynamics 365 to match typical sales, service, or finance procedures.	Creating custom workflows, automating complicated processes, or integrating with enterprise-level systems.

Our advice: We begin a project with an analysis of what can be accomplished using configuration only; then we recommend customization where it is needed.

Our Customization Process

Discovery

Understand your business goals, existing workflows, and customization requirements through our Dynamics 365 consulting services.

Design

Create a solution blueprint, business process flows, dashboards, and integration plan.

Development

We offer Dynamics 365 development services for creating custom forms, workflows, plugins, flows with Power Automate, and integration.

Testing

Validate functionality, security, performance, and user acceptance before launch.

Deployment

Deploy the solution with minimal downtime and migrate data where required using our Dynamics 365 migration services.

Support & Optimization

We monitor the performance of your CRM system, solve any problems, and continually improve its efficiency through Dynamics 365 support and managed services.

Industries We Customize Microsoft Dynamics 365 For

Our Microsoft Dynamics 365 customization services are tailored to industry-specific workflows, helping organizations automate operations, improve efficiency, and maximize the value of their Dynamics 365 investment.

Manufacturing Healthcare FinTech & Financial Services Retail & E-commerce Logistics & Supply Chain Education

Manufacturing

We customize Dynamics 365 to make the processes of production planning, inventory management, purchasing, quality assurance, and shop floor management efficient. See more about our Manufacturing Software Consulting Services and learn how manufacturers can create interconnected processes.

Healthcare

We use Dynamics 365 customization for various purposes such as patient management, appointment scheduling, and many others related to the specifics of health care organizations. Find out more about our Healthcare Software Consulting Services and get secure and scalable digital health care solutions.

FinTech & Financial Services

We optimize the processes of customer onboarding, loan application process, compliance, reporting, and approvals in Dynamics 365 for finance organizations. Read more about our FinTech Software Development Services.

Retail & E-commerce

Personalize your customer’s shopping experience using customized sales processes, omnichannel functionality, inventory control, and customer intelligence. You can utilize our Retail Software Development Services to ensure seamless customer experiences through every touchpoint.

Logistics & Supply Chain

Enhance the efficiency of your warehouse operations, shipment tracking, transportation planning, and supply chain visibility by leveraging the customization capabilities of Dynamics 365. Discover more about our Logistics Software Consulting Services

Education

Modernize admissions, student lifecycle management, communication, and administrative workflows with Dynamics 365 solutions designed for educational institutions. Explore our Education Solutions to see how we help institutions improve operational efficiency.

Success Stories

70%

Lower Manual Administrative Task Volumes

Rigid ERP setups were causing the client trouble, requiring heavy manual data entry and multi-stage manual approval processes, which slowed order-to-production processing. Aegis Softtech engineered custom AL/X++ business logic extensions and automated validation hooks, slashing manual administrative task volumes by 70% while accelerating order-to-production cycling speeds fourfold.

Read Detailed Case Study

45%

Surge in Overall Sales Productivity

Cluttered, out-of-the-box CRM fields and manual tracking routines were causing severe sales rep burnout and low platform adoption for the client. Our experts engineered streamlined single-screen layouts and automated communication tracking scripts. This boosts overall sales productivity by 45% and shortens average deal cycles by 30 days.

Read Detailed Case Study

50%

Lower Average Customer Service Resolution Times

Fragmented communication silos and manual sorting delays were slowing customer case resolution cycles for the client and resulting in missed enterprise SLA deadlines. Our experts engineered automated skill-based ticket routing plugins and unified single-screen interaction layouts. It accelerated average customer service resolution speeds by 50% while boosting first-contact resolution rates by 35%.

Read Detailed Case Study

Client Testimonials

"Rigid ERP limitations were blocking our factory floor approval loops. Aegis Softtech’s customization engineered custom X++ business logic extensions and automated transaction validation hooks directly into our Dynamics 365 environment. They reduced our administrative workloads by 70% and accelerated our order-to-production processing speeds fourfold. We are thankful to them."

- Marcus Vance

Director of Manufacturing Operations

"A cluttered default CRM interface was forced sales brokers to navigate over 40 generic entry boxes just to log a deal. Aegis Softtech re-engineered our Dynamics 365 Sales module and stripped away 65% of the interface noise, leaving us with a high-speed single-screen sales dashboard. Our overall sales productivity immediately jumped by 45%. They are true development partners."

- Elena Rostova

VP of Global Commercial Sales

Technology Stack

What we build with

Dataverse

Azure DevOps

.NET

JavaScript

TypeScript

GitHub

Azure Functions

SQL Server

Dynamics 365 Customization Engagement Model

Work with us the way that suits you

Every business works differently. So does every Dynamics 365 CRM project. You may already have an in-house team and just need extra developers. Or perhaps you’re just beginning and want us to handle all of the customization process. No matter what your need may be, we’ve got the perfect engagement model for you.

Fixed Price Projects

Have a clear scope in mind? This is the simplest option. All of the requirements, time frame, and pricing will be agreed upon before work even begins. Then we get into action and complete the project just as planned.

Dedicated Dynamics 365 Developers

Maybe your CRM requires periodic maintenance and new additions to its feature list on occasion. In this case, a full-time developer might be the solution. The developer works only on your project. You decide what comes next, and we build it.

Time & Material

Some projects change as they move ahead. New ideas come up. Priorities shift. With this model, you're not locked into a fixed scope. You pay only for the time spent on the work, making it easier to adjust things along the way.

Staff Augmentation

Got a team of Dynamics 365 experts, but still lacking some manpower? We can help. Hire developers or consultants for a period of several weeks or months and have them work side-by-side with your own team.

Leadership Behind Your Project Success

Harsh Savani

Director & Head of Operations

Rajen Raiyarela

Delivery Head, Aligning Team-Outcomes

Latest Insights

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TABLE OF CONTENTS

Dynamics 365 Apps

Customization Capabilities

Why Aegis Softtech

Business Challenges

Customization vs. Configuration

Customization Process

Hire Dynamics 365 Customization Consultants

Microsoft Dynamics 365 consultant providing CRM and ERP customization services

FAQs

Basically, almost everything within Dynamics 365 is customizable – from forms and fields to dashboards, workflows, business process flows, reporting, security roles, plugins, integration, and automation. The extent of customization depends on your business needs and the set of Dynamics 365 applications.

If your current Dynamics 365 implementation does not provide all necessary functions for your business processes, demands a lot of repetitive manual effort, or needs integration with other systems, then customization can be the right choice for you. Our consultants will examine your needs and advise you about the most economical way to achieve your goals.

When implemented using Microsoft's recommended development practices, customizations remain compatible with most platform updates. We follow supported customization methods and test changes before applying major updates to minimize risk.

Yes. We customize Dynamics 365 applications across CRM and ERP, including Sales, Customer Service, Field Service, Finance, Supply Chain Management, Business Central, and other Dynamics 365 modules.

Yes. We integrate Dynamics 365 with ERP systems, accounting software, Microsoft 365, Power BI, SharePoint, Azure services, payment gateways, HR systems, and other third-party applications using supported APIs and connectors.

Project timelines depend on the scope and complexity. Simple customizations may take a few days, while enterprise projects involving custom development, integrations, and data migration can take several weeks or months. After assessing your requirements, we provide a detailed implementation plan and timeline.

Yes. We enhance existing Dynamics 365 environments by adding new features, improving workflows, optimizing performance, replacing unsupported customizations, and integrating additional business systems.

The cost depends on factors such as project scope, number of customizations, integrations, business processes, and deployment model. We provide a tailored estimate after understanding your business requirements.