{"id":20375,"date":"2026-07-21T02:40:36","date_gmt":"2026-07-21T02:40:36","guid":{"rendered":"https:\/\/www.aegissofttech.com\/insights\/?p=20375"},"modified":"2026-07-21T14:30:04","modified_gmt":"2026-07-21T14:30:04","slug":"best-practices-crm-customization","status":"publish","type":"post","link":"https:\/\/www.aegissofttech.com\/insights\/best-practices-crm-customization\/","title":{"rendered":"Best Practices for Dynamics 365 CRM Customization in 2026"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Microsoft Dynamics 365 CRM customization is a process by which Microsoft Dynamics 365 can be configured to fit a business&#8217;s distinct sales and service processes. In order to achieve easier future upgrades, it is necessary to use the correct approach while customizing. With the right approach, it will be easier to implement the software and ensure better adoption as well as make upgrades easier in the future.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this article,&nbsp; we will discuss the top Dynamics 365 customization practices in 2026 that can help you decide when to configure, when to customize, and how to build a scalable CRM that supports long-term business growth.<\/p>\n\n\n\n<p class=\"has-medium-font-size wp-block-paragraph\"><strong>Key Takeaways<\/strong><\/p>\n\n\n\n<div style=\"border:1px solid #000; padding:15px; margin:20px 0;\">\n<ul style=\"margin-top:10px; line-height:1.6;\">\n<li><b>Configuration should come first before the actual custom development:<\/b> There are many business requirements that can be met with the help of pre-existing configuration options provided by Dynamics 365.<\/li>\n<li><b>Learn about configuration and customization:<\/b> Configure the system for standard processes while going for custom CRM development only when the business requirements surpass the available configuration options.<\/li>\n<li><b>Consider future updates during the design process:<\/b> Always remember that upgrading the solution is much easier when you use appropriate approaches and documentation for the development.<\/li>\n<li><b>Adjust CRM to suit your staff needs:<\/b> Your CRM system must have easy-to-fill forms, user role-based dashboards, and proper workflow management.<\/li>\n<li><b>Always practice good governance and testing:<\/b> Always document all the changes you make and test everything properly.<\/li>\n<li><b>Bring in a Dynamics 365 implementation partner:<\/b> When your project starts getting complicated. Integration, custom business logic, and CRM strategy will require professional CRM customization services.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">What is the Difference Between Configuration and Customization?<\/h2>\n\n\n    \t<section class=\"call-to-action-section\">\n    \t\t<div class=\"call-to-action-container\">\n    \t\t\t<div class=\"call-to-action-body\">\n    \t\t\t\t<div class=\"cta-title\"><\/div>\n    \t\t\t\t<p><\/p>\n<div style='text-align:left; color:white;'>\n<b>Short answer:<\/b> Configurations utilize existing capabilities of Dynamics 365 while customizations imply developing new capabilities if the standard ones are not enough for business needs.<\/div>\n<p><\/p>\n    \t\t\t<\/div>\n    \t\t\t    \t\t<\/div>\n    \t<\/section>\n    \n\n\n\n<p class=\"wp-block-paragraph\">In a <a href=\"https:\/\/www.aegissofttech.com\/dynamics-365\/customization-services\">Dynamics 365 CRM customization<\/a> project, one of the initial steps is understanding the difference between configuration vs customization. It can help save a lot of time on the implementation process and reduce future upgrade and maintenance costs.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.aegissofttech.com\/insights\/wp-content\/uploads\/2026\/07\/What-is-the-Difference-Between-Configuration-and-Customization-1024x683.webp\" alt=\"What is the Difference Between Configuration and Customization?\" class=\"wp-image-20376\" title=\"What is the Difference Between Configuration and Customization?\" srcset=\"https:\/\/www.aegissofttech.com\/insights\/wp-content\/uploads\/2026\/07\/What-is-the-Difference-Between-Configuration-and-Customization-1024x683.webp 1024w, https:\/\/www.aegissofttech.com\/insights\/wp-content\/uploads\/2026\/07\/What-is-the-Difference-Between-Configuration-and-Customization-300x200.webp 300w, https:\/\/www.aegissofttech.com\/insights\/wp-content\/uploads\/2026\/07\/What-is-the-Difference-Between-Configuration-and-Customization-768x512.webp 768w, https:\/\/www.aegissofttech.com\/insights\/wp-content\/uploads\/2026\/07\/What-is-the-Difference-Between-Configuration-and-Customization.webp 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Configurations <\/strong>involve using existing Dynamics 365 features without the need for any custom coding. These include business rules, forms, dashboards, security roles, workflows in Power Automate, and Business Process flows<strong>.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Customizations <\/strong>imply the use of plug-ins, PCF controls, custom API, integrations, and other custom business logic if needed.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how they compare.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Aspect<\/strong><\/td><td class=\"has-text-align-center\" data-align=\"center\"><strong>Configuration<\/strong><\/td><td class=\"has-text-align-center\" data-align=\"center\"><strong>Customization<\/strong><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Method<\/td><td class=\"has-text-align-center\" data-align=\"center\">Low-code or no-code<\/td><td class=\"has-text-align-center\" data-align=\"center\">Custom code and development<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Skill Required<\/td><td class=\"has-text-align-center\" data-align=\"center\">Functional consultant or administrator<\/td><td class=\"has-text-align-center\" data-align=\"center\">Developer<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Upgrade Risk<\/td><td class=\"has-text-align-center\" data-align=\"center\">Very Low<\/td><td class=\"has-text-align-center\" data-align=\"center\">Moderate if poorly designed<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Deployment Speed<\/td><td class=\"has-text-align-center\" data-align=\"center\">Fast<\/td><td class=\"has-text-align-center\" data-align=\"center\">Requires development and testing<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Best For<\/td><td class=\"has-text-align-center\" data-align=\"center\">Forms, views, workflows, dashboards<\/td><td class=\"has-text-align-center\" data-align=\"center\">Complex logic, integrations, industry-specific processes<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Maintenance<\/td><td class=\"has-text-align-center\" data-align=\"center\">Microsoft-managed<\/td><td class=\"has-text-align-center\" data-align=\"center\">Customer-managed<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n    \t<section class=\"call-to-action-section\">\n    \t\t<div class=\"call-to-action-container\">\n    \t\t\t<div class=\"call-to-action-body\">\n    \t\t\t\t<div class=\"cta-title\"><\/div>\n    \t\t\t\t<p><\/p>\n<div style='text-align:left; color:white;'>\n<b>Aegis Softtech Insight:<\/b> In general, configure when the need is satisfied by using the built-in features of Dynamics 365. Customize the processes in cases when it creates a competitive advantage for your business or in cases that are not possible to implement using configuration only.<\/div>\n<p><\/p>\n    \t\t\t<\/div>\n    \t\t\t    \t\t<\/div>\n    \t<\/section>\n    \n\n\n\n<h2 class=\"wp-block-heading\">Top 5 Dynamics 365 Customization Best Practices in 2026<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">1: Start with Configuration Before You Customize<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Before a custom CRM development, determine if there is a way that you could accomplish the requirement by configuring the application <a href=\"https:\/\/www.aegissofttech.com\/dynamics-365\">using Dynamics 365<\/a>\u2019s inherent configurations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Microsoft is constantly expanding on its ability to automate using the low-code functionality of the <a href=\"https:\/\/www.aegissofttech.com\/microsoft\/power-platform-consulting\" target=\"_blank\" rel=\"noreferrer noopener\">Power Platform<\/a>, which allows for automation without any custom coding.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Many common business requirements can be accomplished using the configurations already available within Dynamics 365, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Business process flows to guide representatives step-by-step through an elaborate deal.<\/li>\n\n\n\n<li>Business rules, which handle field-level logic without touching code at all<\/li>\n\n\n\n<li><a href=\"https:\/\/www.aegissofttech.com\/microsoft\/power-automate-consulting\" target=\"_blank\" rel=\"noreferrer noopener\">Power Automate<\/a> for approvals and notifications<\/li>\n\n\n\n<li>Custom dashboards and views built around the people looking at them<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Custom CRM development is only needed when standard configuration isn&#8217;t enough, like handling complex pricing or connecting Dynamics 365 with another system. This is usually where a <a href=\"https:\/\/www.aegissofttech.com\/dynamics-365\/implementation-services\">Dynamics 365 implementation partner<\/a><strong> <\/strong>earns whatever you&#8217;re paying them. A decent one can look at your request and tell you within a day whether it&#8217;s a two-hour fix or a two-week build.<\/p>\n\n\n\n<section class=\"call-to-action-section\">\n<div class=\"call-to-action-container\">\n<div class=\"call-to-action-body\">\n<div class=\"cta-title\"><\/div>\n<p><\/p>\n<div style=\"text-align:center; color:white;\">\n<strong>Also Read:<\/strong> <a href=\"https:\/\/www.aegissofttech.com\/insights\/dynamics-365-crm-implementation\/\" target=\"_blank\">Seamless Dynamics 365 CRM Implementation from Start to Finish<\/a><\/div>\n<p><\/p>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n<h3 class=\"wp-block-heading\">2: Build on a Solution-Based, Upgrade-Safe Architecture<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Keep every customization inside its own solution. Don\u2019t let it loose in the default one; that\u2019s can create long-term maintenance challenges down the road.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">One of the biggest parts of this approach is to know when to use managed and unmanaged solutions.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Managed vs Unmanaged Solutions<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Unmanaged solutions belong in dev, while you&#8217;re still building and occasionally breaking things. Once it&#8217;s ready, export it as managed and push it through test, then production. Building directly into production is a poor practice; this is where things get messed up, and changes begin breaking systems that have not been touched since. The nice thing about a clear solution layer is that if anything goes awry, you can backtrack without taking the entire system with you.<\/p>\n\n\n    \t<section class=\"call-to-action-section\">\n    \t\t<div class=\"call-to-action-container\">\n    \t\t\t<div class=\"call-to-action-body\">\n    \t\t\t\t<div class=\"cta-title\"><\/div>\n    \t\t\t\t<p><\/p>\n<div style='text-align:left; color:white;'>\n<b>Aegis Softtech Insight:<\/b> We've seen projects become difficult to maintain simply because every change was made in the default solution. Keeping customizations inside dedicated solutions makes deployments, testing, and future upgrades much easier.<\/div>\n<p><\/p>\n    \t\t\t<\/div>\n    \t\t\t    \t\t<\/div>\n    \t<\/section>\n    \n\n\n\n<h3 class=\"wp-block-heading\">3: Stick to Supported Tools and Frameworks<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Stick to tools <a href=\"https:\/\/www.aegissofttech.com\/microsoft\">supported by Microsoft<\/a>. If you choose other tools, your next update might break something you built two years ago. Unsupported customizations are among the biggest reasons companies dread upgrade seasons. That is the reason most businesses tend to go for <a href=\"https:\/\/www.aegissofttech.com\/dynamics-365\/crm\" target=\"_blank\" rel=\"noreferrer noopener\">Dynamics 365 CRM consulting services<\/a>, which is someone who understands very well where the guardrails are set by Microsoft.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Microsoft regularly updates Dynamics 365 and the Power Platform. Using supported development frameworks reduces the chances of customizations breaking after release updates. A good rule of thumb is to build with Microsoft&#8217;s supported tools and follow these practices:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use the <a href=\"https:\/\/www.aegissofttech.com\/microsoft\/dataverse-consulting\" target=\"_blank\" rel=\"noreferrer noopener\">Dataverse<\/a> Web API or SDK for anything server-side instead of making direct database calls<\/li>\n\n\n\n<li>Build custom UI with PCF (<a href=\"https:\/\/www.aegissofttech.com\/microsoft\/power-apps-consulting\">Power Apps<\/a> Component Framework) rather than relying on old JavaScript tricks for custom UI<\/li>\n\n\n\n<li>Avoid changing out-of-the-box entities, forms, and components unless there are no other options.<\/li>\n\n\n\n<li>List all plugins, workflows, and integrations as you create them; this will make future upgrades easy.<\/li>\n<\/ul>\n\n\n\n<section class=\"call-to-action-section\">\n<div class=\"call-to-action-container\">\n<div class=\"call-to-action-body\">\n<div class=\"cta-title\"><\/div>\n<p><\/p>\n<div style=\"text-align:center; color:white;\">\n<strong>Also Read:<\/strong> <a href=\"https:\/\/www.aegissofttech.com\/insights\/tools-for-dynamics-365-crm-developers\/\" target=\"_blank\">12 Essential Tools for Dynamics 365 CRM Developers<\/a><\/div>\n<p><\/p>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n<h3 class=\"wp-block-heading\">4: Design Around Roles, Not Just Data<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Design for the person using it, not just the data sitting behind it. A CRM full of needs that nobody needs only gets ignored.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.aegissofttech.com\/dynamics-365\/crm\/sales\">Sales<\/a>, <a href=\"https:\/\/www.aegissofttech.com\/dynamics-365\/support-services\">support<\/a>, finance- all these touch Dynamics 365 completely differently. Map what each group actually does on an average Tuesday, then build forms and dashboards around that, not around what&#8217;s technically possible to cram onto a screen. A sales representative scrolling through twelve legacy fields to find the one that matters isn&#8217;t going to bother. Give them three fields and a clear next step instead.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When users shy away from using the CRM because of its complexity, there will be little business value from customization.<\/p>\n\n\n\n<section class=\"call-to-action-section\">\n<div class=\"call-to-action-container\">\n<div class=\"call-to-action-body\">\n<div class=\"cta-title\"><\/div>\n<p><\/p>\n<div style=\"text-align:center; color:white;\">\n<strong>Also Read:<\/strong> <a href=\"https:\/\/www.aegissofttech.com\/insights\/dynamics-crm-use-cases\/\" target=\"_blank\">8 Dynamics CRM Use Cases Every Business Should Know<\/a><\/div>\n<p><\/p>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5: Bake in Governance, Testing, and Change Control<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Every customization needs someone responsible for it, a way to test it, and a plan for addressing it if things go wrong. Companies that skip governance almost always pay for it eventually, usually right in the middle of an upgrade when it&#8217;s least convenient.<br><br>These governance steps are also part of CRM adoption best practices, because users are far more likely to trust and use a system that&#8217;s properly tested and rolled out.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Before rolling out any customization, make sure these steps are covered:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Write down why the customization exists in the first place<\/li>\n\n\n\n<li>Test somewhere that genuinely mirrors production, not a stripped-down sandbox<\/li>\n\n\n\n<li>Get sign-off from IT and whoever owns the business side of things<\/li>\n\n\n\n<li>Push the release out during quiet hours<\/li>\n\n\n\n<li>Watch it closely for a couple of days after and don&#8217;t just walk away<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Good governance isn&#8217;t just about reducing risk. It also makes future enhancements much easier because every change has already been documented and tested.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">When Should You Use CRM Customization Services?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Not everything needs an outside team, and not everything should stay in-house either. It comes down to complexity, timeline, and how often you&#8217;ll be touching it going forward.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\"><strong>Scenario<\/strong><\/td><td class=\"has-text-align-center\" data-align=\"center\"><strong>Best Route<\/strong><\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Simple field changes, views, dashboards<\/td><td class=\"has-text-align-center\" data-align=\"center\">In-house administrator (configuration only)<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Complex integrations, custom portals<\/td><td class=\"has-text-align-center\" data-align=\"center\">CRM customization services\/dev partner<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Pre-built industry functionality<\/td><td class=\"has-text-align-center\" data-align=\"center\">ISV solution from AppSource<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Long-term, evolving CRM strategy<\/td><td class=\"has-text-align-center\" data-align=\"center\">Dynamics 365 implementation partner<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Engaging in CRM customization is justified when a problem can cost you something, or you are already overstretched with resources. In case your project requires integrations, vertical-specific workflows, or business-critical processes, an experienced partner for Dynamics 365 implementation can help lower your risks. Good <a href=\"https:\/\/www.aegissofttech.com\/dynamics-365\">Dynamics 365 consulting services<\/a> bring more than extra hands, too. They&#8217;ve usually already solved whatever problem you&#8217;re stuck on, for somebody else, months ago.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Common Pitfalls That Quietly Kill Customization ROI<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A handful of mistakes show up on almost every Dynamics 365 project, no matter the company size. Some of the most common mistakes include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Building complex logic before anyone&#8217;s actually used the CRM day-to-day<\/li>\n\n\n\n<li>Something that works fine for 20 users can fall apart completely at 200<\/li>\n\n\n\n<li>Recreating a feature Dynamics 365 already has, just worse<\/li>\n\n\n\n<li>No documentation, so the one person who understood the plugin is long gone<\/li>\n\n\n\n<li>Never asking users what they actually need before building. This is skipping one of the simplest CRM adoption best practices<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Conclusion<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Dynamics 365 customization works well when it is treated as a discipline, not a wish list you\u2019re checking off. Start with configuration. Then, build on a solid structure. Stick to supported tools, and don\u2019t skip governance. Keep in mind all the best practices listed above, and you\u2019ll have a CRM that is actually used by people.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At <a href=\"https:\/\/www.aegissofttech.com\" target=\"_blank\" rel=\"noreferrer noopener\">Aegis Softtech<\/a>, we\u2019ve spent years finding that balance for Dynamics 365 users. Our approach is simple. Configure wherever possible. Customize only when it genuinely adds value. That keeps Dynamics 365 easier to maintain today and easier to upgrade tomorrow. From needing a sanity check on your system to needing your CRM customized, our team always starts by considering your organization first and then the technical feasibility.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Frequently Asked Questions&nbsp;<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Could excess customization cause problems with Dynamics 365 upgrades?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Yes, and it&#8217;s far more prevalent than most people realize. The issue is always some sort of unsupported or undocumented customization that is not compatible with Microsoft standards.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Should I use Power Apps or custom code for Dynamics 365?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Power Apps work well for role-specific tools and simpler logic. However, custom code makes more sense for complicated integrations of business logic that low-code tools can\u2019t handle.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can you customize Dynamics 365?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Yes, Dynamics 365 allows customization and is designed for that. Dynamics 365 has support for easy configuration to customization, coding, and plug-ins.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Is Microsoft Dynamics being discontinued?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">No, Dynamics 365 is still being developed, and new features are released every wave. Microsoft is retiring the legacy on-premises solutions such as Dynamics GP and NAV, but that&#8217;s not related to Dynamics 365.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can every Dynamics 365 requirement be handled through configuration?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">No, many business requirements can be implemented using configuration tools; however, more sophisticated pricing logic, integration with third-party services, industry-specific processes, and business rules cannot be implemented without custom CRM development.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Why is governance considered a Dynamics 365 customization best practice?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Good governance is important, since a customization with no ownership, <a href=\"https:\/\/www.aegissofttech.com\/software-testing-services\">testing strategy<\/a>, and rollback plan will usually become a huge disaster very soon. It is the key factor in sustaining a customization for years after its implementation, not just looking nice at first glance.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What is the most important Dynamics 365 customization best practice?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The single most important practice is to start with configuration, rather than coding. This will save money, lower risks, and prevent developers from reinventing the wheel that exists as built-in functionality in Dynamics 365.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Why should I avoid modifying standard Dynamics 365 components?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You shouldn&#8217;t do it because standard components are updated by Microsoft regularly, and direct changes will fail at each update. Extended functionality using official mechanisms will be more sustainable and updatable.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What are the biggest mistakes to avoid when customizing Dynamics 365?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Some of the biggest mistakes one can make include over-customizing in the beginning, forgetting to document everything, overlooking the problem of scalability, and reinventing the wheel by making something that is already available in the platform.<br><\/p>\n","protected":false},"excerpt":{"rendered":" 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