Welcome to the weekly Grok newsletter.
Dynamics 365 and the Power Platform offer a wealth of customisation options that enable businesses to tailor these tools to their specific needs. By leveraging these powerful capabilities, you can optimise your operations, enhance productivity, and drive business growth. In this newsletter, we
explore how you can customise these tools to fit your unique business requirements.
Customisation Options
D365 is designed with flexibility and scalability in mind, allowing businesses to customise the platform to match their specific needs. You can modify existing applications or create new ones tailored to your business processes, ensuring that the solution evolves as your business grows.
Key options include entity customisation,
where you can adjust standard entities or create new ones to reflect your unique business data, ensuring the system captures the specific information you need. For example, create a custom entity to track inventory levels, ensuring you always have the necessary supplies on hand.
Form customisation is another critical aspect, allowing you to modify forms to display relevant fields and data, thus improving user experience and data entry efficiency. For example, customise
client forms to include fields for case details, ensuring all relevant information is readily available during client meetings.
Additionally, you can automate repetitive tasks and processes using custom workflows, creating actions that trigger based on specific conditions. Automating order confirmation process, sending customers an email as soon as their order is placed, thereby saving time and reducing manual errors.
Power Platform
Customisation
Power Platform comprises of Power BI, Power Apps, Power Automate, and Power Virtual Agents—empowers employees at all levels to create custom solutions without extensive coding knowledge. This democratization of technology fosters innovation and agility within the organisation.
Power BI, you can customise dashboards and reports to gain insights into your data, creating interactive visualisations that highlight key performance indicators and
trends specific to your business.
Power Apps enables you to build custom applications that address unique business challenges, ranging from simple data entry apps to complex workflow solutions, allowing for rapid development and deployment.
Power Automate allows you to design automated workflows that connect different applications and services, streamlining processes such as automated approvals or data synchronisation between
systems.
Power Virtual Agents lets you develop custom chatbots that handle routine inquiries and support tasks, tailoring the bot’s responses and actions to meet your specific customer service needs.
The Benefits
Dynamics 365 and the Power Platform align with your business processes, reducing manual work and increasing productivity. Employees can focus on high-value tasks, while routine operations are automated, leading to enhanced
efficiency. Tailored solutions are more intuitive and user-friendly, leading to higher user adoption rates. When the tools reflect the way your business operates, employees are more likely to embrace and effectively use the technology. And customising enables you to develop unique capabilities that differentiate your business from competitors. By addressing your specific needs, you can deliver superior products and services, enhancing customer satisfaction and loyalty.
Getting
Started
Start assessing your current processes and identifying areas where customisation can add value. Define clear objectives and prioritise the features and functionalities that will have the most significant impact on your operations. For instance, if managing special orders is time consuming, customise D365 to streamline this process.
Collaborate and implement by working closely with stakeholders across your organisation to gather requirements and
ensure alignment. Engage with experienced consultants or leverage internal IT resources to develop and implement custom solutions.
Customisation is an ongoing process. Regularly review and refine your solutions to adapt to changing business needs and emerging opportunities. Gather feedback from users to identify areas for enhancement and ensure continuous improvement.
How We Can Help
Grok Software offer a complimentary consultation to assess your
needs and develop a tailored plan for D365 and the Power Platform. Our experts will guide you through the process, ensuring that your solutions are optimised for your business.
Let us help you transform your business with technology that fits your unique needs.
