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Dynamics 365 CRM customization checklist with detailed checkpoints – Part 1

1. Entity Customization

Create Custom Entities

  • Checkpoints:
    • Identify business needs for new entities.
    • Define entity names and purposes.
    • Determine relationships with existing entities.
  • Questions:
    • What business process requires a new entity?
    • What data fields will this entity include?
    • How will this entity relate to other entities?

Customize Existing Entities

  • Checkpoints:
    • Review and document existing entity attributes.
    • Modify attributes as per new business requirements.
    • Update relationships and dependencies.
  • Questions:
    • Which attributes need modification?
    • How will these changes impact existing workflows?
    • Are there dependencies that need updating?

2. Form and View Customization

Custom Forms

  • Checkpoints:
    • Identify data capture requirements.
    • Design form layout and user interface.
    • Add and configure custom fields.
  • Questions:
    • What information needs to be captured?
    • How will the form be used by different user roles?
    • Are there any conditional fields or validations needed?

Custom Views

  • Checkpoints:
    • Define criteria for custom views.
    • Design and configure view layout.
    • Ensure views are user-friendly and relevant.
  • Questions:
    • What data needs to be displayed in the view?
    • How will users interact with these views?
    • Are filters and sorting options required?

3. Business Process Workflow Customization

Define Workflows

  • Checkpoints:
    • Map out business processes.
    • Create workflows to automate these processes.
    • Test workflows for functionality and efficiency.
  • Questions:
    • What are the key steps in the business process?
    • Which actions can be automated?
    • How will workflows be triggered and monitored?

Business Process Flows

  • Checkpoints:
    • Design business process flows to guide users.
    • Configure stages and steps.
    • Ensure alignment with business requirements.
  • Questions:
    • What stages does the business process include?
    • How will users progress through the flow?
    • Are there any mandatory steps?

4. Validation Rules and Business Logic

Set Validation Rules

  • Checkpoints:
    • Identify data validation requirements.
    • Configure validation rules in the system.
    • Test rules to ensure accuracy.
  • Questions:
    • What data needs validation?
    • How will invalid data be handled?
    • Are there any specific error messages?

Implement Business Logic

  • Checkpoints:
    • Define custom business logic requirements.
    • Write and implement custom scripts or code.
    • Test business logic for accuracy and performance.
  • Questions:
    • What custom logic is needed?
    • How will this logic improve business processes?
    • Are there performance considerations?

5. Plug-ins and Custom Code

Develop Plug-ins

  • Checkpoints:
    • Identify areas where plug-ins are needed.
    • Develop plug-ins to extend CRM functionality.
    • Test plug-ins thoroughly.
  • Questions:
    • What specific functionality requires a plug-in?
    • How will the plug-in interact with existing features?
    • Are there any security concerns?

Custom Code

  • Checkpoints:
    • Define the scope of custom code.
    • Develop and implement custom scripts.
    • Test for performance and compatibility.
  • Questions:
    • What business requirements need custom code?
    • How will the code be maintained?
    • Is the custom code secure and efficient?

6. Web Applications and External Integrations

Integrate with External Systems

  • Checkpoints:
    • Identify systems to integrate with.
    • Develop integration plans and protocols.
    • Test integrations for data consistency and security.
  • Questions:
    • What data needs to be shared between systems?
    • How will the integration be monitored?
    • Are there any compliance requirements?

Develop Web Apps

  • Checkpoints:
    • Define requirements for web apps.
    • Develop and test web applications.
    • Ensure seamless integration with Dynamics 365 CRM.
  • Questions:
    • What functionality will the web app provide?
    • How will it interact with CRM data?
    • Are there user experience considerations?

7. Device-Specific Customization

Mobile Optimization

  • Checkpoints:
    • Ensure CRM is accessible on mobile devices.
    • Optimize interface for mobile use.
    • Test functionality on various devices.
  • Questions:
    • What features need to be mobile-friendly?
    • How will users access CRM on mobile?
    • Are there performance issues on mobile devices?

Responsive Design

  • Checkpoints:
    • Implement responsive design principles.
    • Test layout and functionality on different screen sizes.
    • Ensure a consistent user experience.
  • Questions:
    • What design adjustments are needed for different devices?
    • How will the user experience be maintained?
    • Are there any accessibility considerations?

8. User Interface (UI) Customization

Customize UI

  • Checkpoints:
    • Tailor the UI to match branding.
    • Configure navigation and layouts.
    • Test for usability and accessibility.
  • Questions:
    • How will the UI reflect the brand identity?
    • What navigation improvements are needed?
    • Are there any user accessibility needs?

User Experience (UX) Enhancements

  • Checkpoints:
    • Identify pain points in the current UX.
    • Implement enhancements to improve usability.
    • Gather user feedback for further improvements.
  • Questions:
    • What UX issues need addressing?
    • How will improvements be measured?
    • Are users satisfied with the changes?

9. Testing and Quality Assurance

Test Customizations

  • Checkpoints:
    • Conduct unit testing for each customization.
    • Perform integration testing.
    • Execute user acceptance testing (UAT).
  • Questions:
    • Have all customizations been tested thoroughly?
    • Are there any integration issues?
    • Do users find the customizations useful?

User Acceptance Testing (UAT)

  • Checkpoints:
    • Develop UAT plans and test cases.
    • Conduct UAT sessions with key users.
    • Gather and address feedback.
  • Questions:
    • Are test cases comprehensive?
    • Are users able to perform their tasks efficiently?
    • Is there any feedback for further improvements?

10. Documentation and Training

Create Documentation

  • Checkpoints:
    • Document all customizations and configurations.
    • Develop user guides and manuals.
    • Keep documentation up-to-date.
  • Questions:
    • Is the documentation clear and comprehensive?
    • Are all customizations properly documented?
    • Is there a process for updating documentation?

Provide Training

  • Checkpoints:
    • Develop training materials and sessions.
    • Conduct training for end-users.
    • Offer ongoing support and resources.
  • Questions:
    • Are training materials engaging and informative?
    • Do users understand how to use customizations?
    • Is there a support system in place for users?

This detailed checklist should help ensure a thorough and effective customization process for Dynamics 365 CRM. If you have any specific areas you’d like to focus on further, let me know!