Customizing Microsoft Dynamics 365 CRM is important to meet specific business needs, but it's crucial to find the right level of customization. The right level of customization allows for seamless integration with existing tools, improves efficiency and user adoption, and drives more value. However, over-customization can complicate operations, require additional manpower, and lead to higher costs. There are four levels of customization in Microsoft Dynamics 365 CRM: structure level (modifying the core architecture), performance level (enhancing functionality), experience level (user-focused enhancements), and innovation level (advanced customization). Finding the right balance is key to successful CRM customization.
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