Dynamics 365 Customization That Survives Every Update

Custom entities, plugins, PCF controls, business rules, and forms — Dynamics 365 customization services that bend the platform to your process without breaking on Microsoft’s next release wave. Built by certified developers who follow ALM discipline, not quick hacks.

✓ Update-Safe by Design✓ Solution-Layered ALM✓ Configuration-First Approach
500+
Customizations Shipped
0
Broken by Release Waves
First
Configuration Before Code, Always
$1.5K
Smallest Useful Engagement

What We Customize

Entities, Forms & Views

Custom tables, role-tailored forms, editable grids, and views designed so each team sees exactly what they need — nothing more.

Plugins & Custom APIs

Server-side C# plugins and custom APIs for logic that must be bulletproof — validations, calculations, and transactional operations.

PCF Controls

Custom UI components — sliders, maps, kanban boards, signature pads — that make D365 forms feel like a modern product.

Workflows & Power Automate

Approval chains, escalations, notifications, and cross-system automations — business logic without business friction.

Security Model Design

Business units, security roles, field-level security, and hierarchies that satisfy auditors without paralyzing users.

Reports & Dashboards

Power BI embedded analytics, SSRS documents, and role-based dashboards that answer questions before they’re asked.

Configure or Customize? Our Decision Rule

Every line of custom code is future maintenance. We exhaust configuration before writing any — here’s the honest hierarchy we follow.

Need First Choice Code Only If
Field validation Business rules (no code) Cross-entity or complex math → plugin
Process automation Power Automate flows High-volume/transactional → plugin
UI behavior Form rules & layout Rich interaction → PCF control
External data display Virtual tables Write-back needed → custom API
Inherited messy customizations? Get a free solution health check

Book Health Check

Customizations We’ve Shipped Recently

Commission Engine
Multi-tier sales commission calculation with split credits and clawbacks — plugin-based, auditable, and finance-approved.
Territory Kanban PCF
Drag-and-drop opportunity board grouped by territory and stage — replaced a third-party tool costing $12/user/month.
Quote Approval Matrix
Discount-based routing through four approval levels with Teams notifications — quote turnaround dropped from days to hours.
Compliance Snapshots
Point-in-time record snapshots for a financial services client — every customer interaction reconstructable for regulators.

Customization Pricing

Engagement Examples Investment
Small enhancements Forms, views, business rules, simple flows $1,500 – $5,000
Custom features Plugins, PCF controls, approval engines $5,000 – $25,000
Major modules Custom apps, complex integrations, ISV-grade builds $25,000+
Ongoing development Hire a dedicated D365 developer From $3,000/month

How a Customization Request Flows

01

Requirement, Challenged

We push back on the ask until the real problem is clear — often config solves it.

02

Fixed Quote

Approach, effort, and price in writing — including the cheaper alternative if one exists.

03

Build in Sandbox

Solution-layered, code-reviewed, tested against the next release wave preview.

04

Deploy & Document

Managed solution to production with docs your next admin will thank us for.

Our Engineering Standards

✓  Supported extension points only — no unsupported hacks
✓  Solution layering & ALM pipelines
✓  Release-wave preview testing twice a year
✓  Source control on every line of code
✓  AppSource check before building from scratch
✓  Documentation as a deliverable, not an afterthought

Customization FAQs

Will customizations break when Microsoft updates Dynamics 365?

Properly built ones don’t — supported extension points, solution layering, and pre-release testing against Microsoft’s preview environments keep you safe. The horror stories come from unsupported hacks; we don’t write those.

How much customization is too much?

When configuration could do the job, or when you’re rebuilding something an AppSource app does for $10/user. Our configure-first decision rule (above) exists precisely to keep your maintenance burden small.

Can you fix customizations another vendor built?

Yes — solution health checks and remediation are routine work for us. We document what exists, fix what’s fragile, and migrate unsupported code to supported patterns.

Do you customize all Dynamics 365 modules?

Yes — Sales, Customer Service, Field Service, Business Central (AL), and Finance & Operations (X++). See our full Dynamics 365 services.

Make Dynamics 365 Fit Like It Was Built for You

Describe what you need — we’ll tell you the cheapest safe way to build it, fixed price included.