Implementing Microsoft Dynamics 365 Customer Engagement

Customizing Fit-Gap analysis

Through this activity, we identify requirements that can't be achieved using configuration and that require the customizing of Dynamics 365 CE. This may be related to relabeling entity display names in Dynamics 365 CE or creating a workflow to apply business logic. For example, end customers can be referred to using different terminology such as customer, vendors, suppliers, advertiser, agency, client, and so on. We simply relabel the account entity in Dynamics 365 CE based on the business requirement.

Dynamics 365 CE's vanilla version comes with many business entities that can be used to store data. But if our customers want to store specific data that does not match any of the existing entities, we can create ...