Microsoft Dynamics 365 for Sales

Customizations

Optimize your sales process and improve overall efficiency by customizing Microsoft Dynamics 365 Sales to fit your needs

Microsoft Dynamics 365 for Sales

Customizations

Optimize your sales process and improve overall efficiency by customizing Microsoft Dynamics 365 Sales to fit your needs

Microsoft Dynamics 365 for Sales Customizations

Benefits of Customizing Dynamics 365 Sales

Tailored Sales Process

Align D365 Sales with your business’ unique workflows and processes to improve productivity and consistency.

Improved User Experience

Customize forms, dashboards, and layouts to reduce clutter and keep sellers focused on the information that matters most, with optional AI assistance to help summarize and prioritize data.

Better Data Management & Reporting

Capture the right data with custom fields and entities, then use tailored reports and dashboards to track performance and key metrics, supported by AI-driven insights as needed.

Connected Systems

Integrate D365 Sales with other Microsoft systems (such as Outlook, Teams, Copilot, and SharePoint) as well as 3rd party applications for improved data connectivity and collaboration.

D365 for Sales Extensions

Benefits of Customizing Dynamics 365 Sales

Tailored Sales Process

Align D365 Sales with your business’ unique workflows and processes to improve productivity and consistency.

Improved User Experience

Customize forms, dashboards, and layouts to reduce clutter and keep sellers focused on the information that matters most, with optional AI assistance to help summarize and prioritize data.

Better Data Management & Reporting

Capture the right data with custom fields and entities, then use tailored reports and dashboards to track performance and key metrics, supported by AI-driven insights as needed.

Connected Systems

Integrate D365 Sales with other Microsoft systems (such as Outlook, Teams, Copilot, and SharePoint) as well as 3rd party applications for improved data connectivity and collaboration.

D365 for Sales Extensions

Benefits of Customizing D365 Sales

Tailored Sales Process

Align D365 Sales with your business’ unique workflows and processes to improve productivity and consistency.

Improved User Experience

Customize forms, dashboards, and layouts to reduce clutter and keep sellers focused on the information that matters most, with optional AI assistance to help summarize and prioritize data.

Better Data Management & Reporting

Capture the right data with custom fields and entities, then use tailored reports and dashboards to track performance and key metrics, supported by AI-driven insights as needed.

Connected Systems

Integrate D365 Sales with other Microsoft systems (such as Outlook, Teams, Copilot, and SharePoint) as well as 3rd party applications for improved data connectivity and collaboration.

Examples of D365 for Sales Customization

Here are a few ways OTT, Inc. can help you customize your Dynamics 365 for Sales instance.

D365 Sales Extensions

Add functionality or customizations to your D365 Sales instance, such as:

  • Adding columns, data items, trigger implementations, request pages, and report layouts to existing reports
  • Adding new functionality to core service pages, such as a field control
  • Extend data archiving features
  • Extend document sharing
  • And more

D365 Sales & Power Platform

D365 Sales seamlessly integrates with Microsoft Power Platform apps to:

  • Automate repetitive and manual tasks
  • Simplify business operations and accelerate processes
  • Meet the custom requirements of your team and user interface
  • Build custom dashboards to access real-time data

D365 Sales Connectors

Integrate your D365 Sales solution with other aspects of your business, such as:

  • Point of Sales
  • ERPs
  • Websites
  • eCommerce Platforms

Examples of D365 for Sales Customization

Here are a few ways OTT, Inc. can help you customize your D365 for Sales instance.

D365 Sales Extensions

Add functionality or customizations to your D365 Sales instance, such as:

  • Adding columns, data items, trigger implementations, request pages, and report layouts to existing reports
  • Adding new functionality to core service pages, such as a field control
  • Extend data archiving features
  • Extend document sharing
  • And more

D365 Sales & Power Platform

D365 Sales seamlessly integrates with Microsoft Power Platform apps to:

  • Automate repetitive and manual tasks
  • Simplify business operations and accelerate processes
  • Meet the custom requirements of your team and user interface
  • Build custom dashboards to access real-time data

D365 Sales Connectors

Integrate your D365 Sales solution with other aspects of your business, such as:

  • Point of Sales
  • ERPs
  • Websites
  • eCommerce Platforms

Partner With OTT, Inc.

Steps Toward a Powerful Partnership

1

Listen & Strategize

We’ll gather information about your business strategies, processes, desired outcomes, etc. Then, our team of experts will provide you with a tailored demonstration of the right solution for you.

2

Integrate & Optimize

Next, we’ll implement a systems solution tailored to your business, complete with customized features. You’ll receive a fully-modernized digital workspace that is accessible, flexible, and powerful.

3

Measure & Support

We measure success based on your defined goals, then continue our partnership as a support resource. Services include training, implementing new functionality, updating software and custom development.

Partner With OTT, Inc.

Steps Toward A Powerful Partnership

1

Listen & Strategize

We’ll gather information about your business strategies, processes, desired outcomes, etc. Then, our team of experts will provide you with a tailored demonstration of the right solution for you.

2

Integrate & Optimize

Next, we’ll implement a systems solution tailored to your business, complete with customized features. You’ll receive a fully-modernized digital workspace that is accessible, flexible, and powerful.

3

Measure & Support

We measure success based on your defined goals, then continue our partnership as a support resource. Services include training, implementing new functionality, updating software and custom development.

Dynamics 365 for Sales customizations

Make Your D365 for Sales System Work For Your Business

We’re committed to helping you build a powerful solution to maximize your company’s efficiency, stay competitive, and grow your business to new heights.

Make Your D365 for Sales System Work For Your Business

We’re committed to helping you build a powerful solution to maximize your company’s efficiency, stay competitive, and grow your business to new heights.

Dynamics 365 for Sales customizations