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ReportI’m currently customizing the Dynamics 365 Sales module to better fit our business processes. This includes adding custom entities, fields, and workflows. While these customizations have improved our current operations, I'm concerned about how these changes might affect future updates or upgrades from Microsoft.
My questions are:
- Best Practices: What are the recommended best practices for customizing Dynamics 365 Sales to ensure compatibility with future system updates?
- Documentation & Management: How can I effectively document and manage customizations to facilitate easier maintenance and upgrades?
- Customization Techniques: Are there specific customization techniques or tools that minimize the risk of conflicts during system updates?
- Workflows & Plugins: How should I approach custom workflows and plugins to ensure they remain functional and supported after updates?
- Testing Strategies: What strategies can be used to test customizations before applying updates to the production environment?
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