Every business is different; even businesses in the same industry have different approaches to the market or ways in which they offer their products and services. The key to a successful Dynamics 365 deployment is modifying the relevant entities to include the information that your customer needs to capture and track for their particular strategy.

While Dynamics 365 provides a large number of fields for information related to each entity, many are either not relevant, not utilizing relevant taxonomy, or very often some are just plain missing. This is the step where we make CRM fit your customers like a glove. CRM fails when a customer is expected to modify their business to fit CRM…we modify CRM to fit your Customer.

This process is covered in our RapidStart CRM Deployment Guide and all takes place on our Wizard-Driven Deployment Portal either directly by your customer, or with your assistance and guidance.

step2
Setup Entities and Fields