Home Tech How To Personalize Your ERP Dynamics?

How To Personalize Your ERP Dynamics?

How To Personalize Your ERP Dynamics?
ERP Enterprise resources planning system software business technology

Customizing your management processes is now the key to an efficient information system. An ERP Dynamics that integrates your business specificities will be more pleasant to use for your employees, but also a more powerful tool to increase the productivity of your company. To conclude our mini-series on Dynamics 365 for Financials, we will therefore decipher the latest trends to personalize your Dynamics ERP. Between App Source and PowerApps, discover personalization by applications.



The fluidity of data transmission is a major issue when choosing your ERP. To adapt these transfers to your activity, you need to create circulation diagrams dedicated to your problems . Only in this way will you get the most out of solutions like Power BI for example, and of your entire data processing architecture.

Microsoft’s Dynamics 365 platform lends itself perfectly to these issues, as well as to personalization issues. On the one hand, its common data model ( CDM ) is particularly conducive to the fluidification of information between the different bricks.

There are already some behavioral changes when customizing your Dynamics ERP like ( Business Central ). We see that code customization is slowing down considerably, ahead of the more utilitarian aspect of extensions and applications . Modules that are easier to set up, which therefore appeal to a large audience of people uninitiated in the language of beacons.



#1 Registration

The first step is of course to create a personal account, in order to have access to the various tools and relationships of the Appsource and PowerApps platforms. This account will also allow you to manage all the background parts of the relationship with Microsoft in the development of your application.

See also  Marketing Automation Software For Microsoft Dynamics 365

#2 Idea

The second step is to develop and share your idea with the various departments, to study its feasibility. An important phase that allows to positively condition the rest of the application creation adventure . A phase that does not last more than 3 days.

#3 Development

Then comes, in the third phase, the development of your application. The most interesting stage because it is that of the design and formalization of the project. There is no need to put your hands in the code, because the various tools at your disposal are accessible and easy to use. You can work at your own pace since you don’t have the time constraint on this phase.

#4 Publishing

The fourth phase is publication. Once your application is finished, you will submit it to Microsoft for validation. This step serves as a test, in order to certify that the application works and that it complies with security standards or connection with ERPs, for example. Once the application is validated, you receive a notification informing you that your project is finalized, and you can use it to personalize your ERP Dynamics.

#5 Broadcast

Finally, the last step in this experience is the entry of your app into the Appsource library . From there, it will be made visible, disseminated and can be downloaded by other users if you authorize it. You will also be informed of all downloads, to measure its success! However, it is not mandatory to distribute your application.



#1 Compatibility

The application you create on PowerApps will be coded so as to connect perfectly to your Dynamics 365 environments. The common data model will allow easy communication between the different bricks and your personalization solutions. You will therefore be able to easily exploit the data of your ERP .

See also  Internet intelligence-the need to measure viewer depth

#2 Adaptability

The application will necessarily adapt to your problems since you create it for this purpose. But it will also be an asset when updating your environments. You will no longer need to modify the parameters or reactivate the links.

#3 Creativity

The possibilities of creating applications are enormous. You can set up the treatment of the smallest detail, so that it sticks to the specificities of your daily problems. Like Flow , you can start your creation from a completely blank page, or start from a pre-made template that you modify. You can also improve your application continuously, over your needs and your feedback to never stop customizing your Dynamics ERP.

#4 Compliance

You can also use apps from other creators as uploaded to Appsource. Each application created passes a certification of validity with Microsoft before being put online and available. Before downloading an application, you therefore have the assurance that it works correctly. A significant guarantee of security when you personalize your ERP.

The applications are therefore intended to increase your options to customize your ERP Dynamics, and adapt it to your activity and your daily needs. Elements on which you can also act upstream when choosing your ERP. An ERP adapted to your business specificities coupled with applications specific to your company, is the assurance of having perfectly adjusted management.

For this, we offer you ERP specifications to enable you to best define which management software is made for you.

Click here


Please enter your comment!
Please enter your name here