D365 Implementation and Customization

Why D365 Implementation and Customization

Project Customization & Flexibility

Enjoy fully-fledged customization and flexibility with D365 tailored services for your business.


Great ROI

You only pay for the customization and its relevant implementation to stay cost-efficient.


Integrate your Microsoft Office 365 and other services using D365 for all CRM and ERP needs for efficiency.



Get access to email templates, dashboards, and workflows in D365 for ease of usability.

Dynamics 365 Implementation and Customization Process

Rigorous and Proven D365 Process

We begin the implementation and customization process of D365 by auditing and configuring Dynamics 365 and the Office 365 security and compliance centre. This helps us identify process gaps if any, and then we move to create and configure a security model that uses the inbuilt Microsoft Dynamics 365 tools. The next step includes creating a custom Dynamics 365 model that has fields, entities, and relationships that is defined as per the business needs. Our certified D365 experts will then work to integrate all the external data in Dynamics 365 for you to leverage the best of it. Once it is done, we are set for further customization like custom forms, quick view forms, custom card forms, and using power platform admin centre. Then, tailoring D365 will need us to create custom system views, personal views and public views. We assure you following the best practices when creating customization and implementing the same in Dynamics 365. A step further in the process requires careful implementation through creating dashboards, enabling interactive experiences, and creating system charts. The idea is to offer your business with utmost Microsoft Dynamics 365 customizations and deployment with necessary patches that have an array of comprehensive management strategy.


Our Services for Dynamics 365 Implementation and Customization



Leverage full D365 customization to avail necessary business information only for faster decision-making.


Data Visualization

Enable top-notch data visualization as we set up processes using views, metadata, and interactive dashboards.


Module Configuration

Our experts help with setting up new additional modules on the go to cater to your ongoing requirements.



Customization of the solution for different devices such as tablets and smartphones


Process Refinement

Customization of Business Rules, Workflows, Processes.



Customization of the applications based on specific corporate branding needs



Our Team provides integration with existing applications and tools as per business needs

Why choose CSE for D365 Implementation and Customization

At CSE, we have effectively served hundreds of SMB across the globe. We are expert in offering Dynamics 365 customization solutions that help businesses to function with utmost ease while enhancing their decision-making capabilities. Our D365 implementation and customization services are aimed at matching your business processes, industries, and workflow so that it fits just right. All our Microsoft-certified experts offer great customization without you incurring any major developmental costs and risks. Our implementation is top class with a guarantee of data safety and accessibility coupled with smart integration across multiple Microsoft products that you use.

  • The Most Popular Partner for Microsoft consulting.
  • Microsoft cloud partner since the year 2006.
  • Offering top-notch expertise and customer service for an array of Microsoft Gold services.
  • A trusted name in the business fraternity for office 365 consultancy for over a decade.

Success Stories

Our cloud solutions help the global enterprise achieve business goals.

Neil Hoosier & Associates

We work to identify the clients IT problem and offer the best solution. Time and again,we face a situation that demands agility and the right set of talent that can solve technology issues.

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Not all projects are about innovation. Some are those that add a feather in our cap no matter what we deliver and how. It was typically a government project that involved a lot of roadblocks right.

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Central Florida HIDTA

Being an expert IT solutions partner in the US and worldwide, we are committed to delivering results that drive business growth. Our team recently worked with Neil Hoosier & Associates to resolve.

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