Customize Dynamics 365 CRM to Fit Your Business — Not the Other Way Around
From sales pipelines to marketing journeys, we tailor every module in Dynamics 365 to match your workflow, processes, and goals — no generic templates, just smart customizations that work.
What We Offer
Personalized CRM Modules Built Around You
We don’t believe in one-size-fits-all. Our certified Dynamics 365 developers dig into your business logic to customize Sales, Marketing, and Customer Service modules the way you actually work — fast, flexible, and fully aligned with your goals.
Here’s what we can help you customize:
Sales Module
Custom deal stages, opportunity scoring, and lead assignment logic
Territory-based routing and performance tracking dashboards
Marketing Module
Tailored campaign flows, customer segments, and automation triggers
Integration with custom landing pages, form fields, and third-party tools
Customer Service Module
Personalized case categories, SLA timers, escalation paths, and support scripts
Role-based views for agents, team leads, and management
Forms, Fields & Layouts
Add or modify fields, sections, and tabs based on how your teams operate
Dynamic field logic, validation rules, and automated updates
Business Rules & Process Flows
Build custom workflows for sales approvals, support handovers, or campaign triggers
Trigger emails, task creation, or alerts based on business conditions
Custom Entities & Relationships
Create entirely new entities to track unique data like subscriptions, site visits, or vendor approvals
Define custom relationships between contacts, deals, services, or any data that matters to you
Who It’s For
Built for Teams That Want a CRM That Actually Works Like Their Business
Our module customization service is ideal for:
Success Snapshots
Real Results from Real Customizations
“Automated lead routing and boosted follow-ups by 40% in just 2 weeks.”
Client: HomeFlow Realty CRM
Real Estate – Florida, USA
“Tripled student engagement after automating campaigns with Dynamics 365 Marketing.”
Client: LearnSpark
EdTech – Toronto, Canada
“Reduced customer service case resolution time by 60% using SLA automation.”
Client: StyleBasket
Ecommerce – London, UK
“Migrated 250,000+ records and implemented automated email workflows within 30 days.”
Client: CrediEdge
Finance – Dubai, UAE
Industries We Serve
CRM Customization That Fits Your Industry, Not Just the Software
We bring deep domain experience across sectors to make sure your CRM speaks your language — not generic tech talk.
Real Estate
Track property inquiries, auto-assign leads to brokers, and manage deal pipelines — all customized for real estate workflows.
Finance
Automate onboarding, integrate KYC steps, and build advisor performance dashboards with financial logic baked in.
Healthcare
Customize modules for patient intake, appointment tracking, and referral flows, while staying compliant and efficient.
Manufacturing
Build modules for managing distributors, forecasting deals, and monitoring sales team performance — tailored to your processes.
EdTech & Training
Create student lead flows, nurture campaigns, and engagement scoring models that match your course delivery style.
Ecommerce & Retail
Personalize case handling, customer loyalty workflows, and post-purchase follow-ups with CRM flows designed for high-volume sales.
Why Choose Us
We Don’t Just Customize Modules — We Solve Business Bottlenecks
Here’s why startups, agencies, and enterprises trust our offshore Dynamics 365 developers:
Certified CRM Experts
Every developer is trained in Sales, Marketing, and Customer Service modules — no generalists, just CRM specialists.
Fast Onboarding (48 Hours)
Get started in 2 days or less. No delays, no red tape, just results.
Agile & Transparent Workflow
Weekly sprints, shared boards, and regular check-ins — we work like an extension of your team.
NDA-Protected & Secure
Your data and IP stay safe with airtight contracts, secure environments, and clean handoffs.
Flexible Hiring Models
Hire hourly, monthly, or by project — scale up or down as your needs evolve.
Timezone-Aligned Support
We work in sync with your local hours for smooth communication and faster delivery.
Pricing & Hiring Models
Flexible Options, Transparent Pricing — Built Around Your Needs
Whether you’re looking for a quick module tweak or a full-scale CRM overhaul, we’ve got a hiring model that fits your workflow and budget.
| Model | Best For | Engagement Type | Starting At |
|---|---|---|---|
| Hourly Developer | Small customizations, bug fixes, urgent tweaks | Flexible hourly contracts | $25/hour |
| Monthly Developer | Ongoing CRM enhancements and long-term support | Full-time resource | $3000/month |
| Fixed-Cost Project | Full module customization and automation setup | Milestone-based pricing | Custom quote |
| QuickStart Packages | Fast delivery of most-used CRM customizations | Pre-scoped engagements | From $1499 |
Frequently Asked Questions
Got Questions? We’ve Got Straight Answers.
Ready to Customize Your CRM — Your Way?
Whether it’s tweaking a form, building new workflows, or redesigning your entire CRM module — we’re ready to jump in.
Start with a free consultation or request certified developer profiles. We’ll match you within 48 hours.