Best practices for customizing Dynamics 365 forms without impacting performance?

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Posted on by CU09061548-0

Hi everyone,

I’m currently working on a Dynamics 365 implementation and looking to customize some forms to better fit our business process. While adding fields and modifying layouts is straightforward, I’m concerned about potential impacts on system performance and user experience.

Can anyone share best practices or tips for form customizations—especially things to avoid or performance optimization techniques? Also, how do you test the impact of customizations before deploying them live?

I’ve been exploring insights on the Dynamics 365 Community as well, but would love to hear your personal experiences and recommendations.

Thanks in advance for your help!

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Jonas "Jones" Melgaard 4,159 Super User 2025 Season 1 on at

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Best practices for customizing Dynamics 365 forms without impacting performance?

Hi @CU09061548-0,

It depends on the Dynamics 365 product. The techniques differ quite a bit, like with D365 F&O I'd avoid customizations, while in D365 Sales it EASY to just add a new form to a table without touching the standard forms.

Can you tell us what product you are implementing exactly?