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Unveiling Our Top Client Requests in D365 Services

Unveiling Our Top Client Requests in D365 Services

Discover effective strategies to enhance your D365 services projects with our comprehensive blog. Unveiling the most common and crucial requests from clients, we delve into personalised user experiences, licensing options, data management, and seamless onboarding. Unlock the full potential of Microsoft Dynamics 365 with expert insights on record tracking, schema customisation, and workflow issue resolution. Join us on this digital transformation journey and drive your business forward with practical solutions for D365 success.

Microsoft Dynamics 365 (D365) has revolutionised business operations, empowering organisations with its robust capabilities. As we delve into our D365 projects, we have encountered a range of crucial requests that demand prompt attention and effective solutions. In this blog, we will explore these top requests and discuss strategies to address them, ensuring a seamless D365 experience for our clients.


We are running out of Dataverse capacity – What can we do?

Running out of Dataverse capacity can be a significant roadblock for businesses utilising D365. To tackle this issue, several options can be considered. Firstly, we can evaluate the current data storage and optimise it by removing unnecessary or redundant data. Additionally, we can explore options to increase capacity, such as upgrading the subscription or purchasing additional storage. By analysing usage patterns and employing efficient data management strategies, we can ensure an uninterrupted and scalable D365 experience.


We have a new member of staff, how do we give them access to CRM/the PowerPlatform environment?

When onboarding a new staff member, granting them access to CRM/PowerPlatform is crucial. To streamline this process, we can follow a few steps. Firstly, we need to identify the appropriate D365 license for the new staff member based on their role and responsibilities. Next, we can leverage the user management features within D365 to create a user account and assign the necessary privileges and security roles. By adhering to best practices and employing a standardised user provisioning process, we can ensure a seamless transition for new team members.


What are my licensing options?

Selecting the right licenses for D365 is vital to optimise functionality and cost-efficiency. We can assist in this process by conducting a comprehensive assessment of the organisation's requirements and goals. By understanding the features and limitations of different license types, we can recommend the most suitable options. Our team can provide insights into the various licenses available, such as Enterprise, Team Member, or App-based licenses, ensuring clients make informed decisions that align with their business needs.


A record has changed or been deleted – how can we track what happened?

Maintaining an audit trail of record changes and deletions is essential for data integrity and compliance. In D365, we can enable auditing on specific entities to track modifications and capture relevant information, such as the user responsible, timestamp, and old/new values. By leveraging auditing capabilities and configuring audit settings, we can provide clients with a comprehensive view of the record history, facilitating troubleshooting and accountability.

We need to add some new fields to the schema – what is the best way to do this?

As business requirements evolve, the need to add new fields to the D365 schema arises. To accomplish this effectively, we can follow a best practice approach. Firstly, we analyse the impact of adding new fields on existing processes, workflows, and reports. Next, we utilise the customisation tools within D365, such as Power Apps or the Customisation Area, to create and deploy the new fields. By ensuring proper planning, testing, and documentation, we minimise disruption and maintain data integrity.


We need to change a form and view, how do we do this without impacting the current solution?

When making changes to forms and views in D365, it is crucial to minimise any negative impact on the current solution. To achieve this, we can utilise customization features like solution patches or clone forms to create new versions without affecting the existing user experience. By testing the changes thoroughly in a sandbox environment and implementing a phased rollout strategy, we can ensure a seamless transition while preserving the integrity of the current solution.


A workflow process has stopped working – how do we fix this?

In the event of a workflow process malfunctioning, it is essential to identify and rectify the underlying problem swiftly. We can begin by analysing the workflow design, checking for any misconfigured steps or missing dependencies. Additionally, we can review system logs and error messages to identify potential issues. By following a systematic troubleshooting approach and leveraging the D365 platform's debugging and testing capabilities, we can diagnose the problem and implement the necessary fixes, ensuring the smooth execution of workflow processes.


Addressing top requests in our D365 project is vital to delivering a successful and satisfying experience for our clients. By optimising Dataverse capacity, streamlining user access provisioning, understanding license options, implementing effective auditing mechanisms, enabling seamless schema modifications, and troubleshooting workflow issues, we aim to empower businesses with a robust and efficient D365 solution. With our expertise and dedication, we strive to exceed client expectations and drive their digital transformation journeys forward.

Peter Clements

Peter is the founder and chief consultant at CRM Knowledge. With an impressive background spanning over 20 years, Peter has established himself as a leading expert in CRM systems, particularly specialising in Microsoft Dynamics 365.Throughout his career, Peter has been dedicated to providing great support, training, and consulting services in the realm of CRM. His in-depth knowledge and hands-on experience with D365 have made him a trusted advisor for countless businesses seeking to optimise their customer relationship management processes.