Dynamics CRM Form Custom Controls and Customizations

Introduction

If you have taken advantage of Dynamics CRM integration (Dynamics CRM is now part of Microsoft Dynamics 365), then one of the ways in which you can leverage its powerful extensions and customization features is via form customization. Below is an overview of form customization and tips for using it to maximize your business’s success.

The Benefits of Dynamics CRM Form Customization

Form customization and Microsoft Dynamics extension capabilities work hand in hand. Form customization allows you to:

Add custom menus, buttons, or navigation
Automate business logic that is pulled from an authenticated user’s computer
Dynamics CRM ecommerce integrations
Dynamics CRM integration with third-party applications
Develop custom applications
Insert an IFRAME into Dynamics CRM, which will integrate the functionality of another website into the form
Add Javascript code that can run to specified events
Open Microsoft Dynamics CRM via a URL

Dynamics CRM and Custom Controls or Widgets

In addition to the above functionality, custom controls and widgets can dynamically pull data from other applications and update them in the CRM system. For example, you could add a specific workflow to a contact’s phone number or address, which will allow you to complete a set order of steps that are related to that contact. The options for custom controls and widgets are nearly endless, and Clarity can provide you with examples if you need help.

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In addition to the above functionality, custom controls and widgets can dynamically pull data from other applications and update them in the CRM system.

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Dynamics CRM Customization and integration Company in Austin, TX

Whether you’re looking for a complete MS Dynamics ecommerce integration or just a customization, Clarity can help. As a Microsoft Certified Partner, we have particular expertise in Dynamics 365 ecommerce integration. Contact a Clarity representative today to learn more about Dynamics CRM form customization or Dynamics CRM integration.