Microsoft Dynamics CRM Development Company

A Dynamics 365 plugin is a custom C# class that executes server-side business logic in response to entity events - Create, Update, Delete, and custom messages on any Dataverse entity. Plugins run within the Dynamics 365 server pipeline at three stages: Pre-Validation (before security checks, used for data manipulation), Pre-Operation (synchronous, can modify the message before it executes - used for validation that must abort the save on failure), and Post-Operation (after the database operation, used for creating related records or triggering external notifications). You need a plugin when: business logic must be synchronous (cannot be delayed), validation must abort the entity save with a user-visible error message, cross-entity operations must be atomic with the triggering save, or business rules are too complex for the no-code Business Rules editor. Power Automate is the alternative for asynchronous, non-blocking automation.

Power Automate is Microsoft's workflow automation platform that connects Dynamics 365 to hundreds of external systems via pre-built connectors - no code required for common automation patterns. In the Dynamics 365 context, Power Automate flows trigger on: Dataverse record events (When a row is added/modified/deleted in a Dynamics 365 table), scheduled triggers (every day at 9 AM), or manual triggers. Flows then take actions across connected systems - send an email via Outlook, send a WhatsApp message via Interakt connector, create a task in Microsoft Planner, update a record in SharePoint, call an external REST API via HTTP connector, or send a Teams adaptive card for approval. Power Automate is the recommended tool for cross-system automation where the flow can tolerate asynchronous execution - not for synchronous business logic that must succeed or fail the entity save (that requires a plugin).

PCF (PowerApps Component Framework) is the framework for building custom UI controls that replace standard Dynamics 365 field controls with fully custom TypeScript-based components. A PCF control receives a field value as input, renders custom HTML/CSS/React UI, and writes the updated value back to the Dataverse field on user interaction. PCF controls are deployed as part of a Managed Solution and appear as a control option when configuring field properties in form design. Example use cases: a signature capture control (replaces a text field with a touchscreen drawing pad that encodes the signature as base64), a map control showing the account's address pin on a Google Map embedded in the form, a colour-coded KPI traffic light replacing a numeric field, a product configurator with multiple dependent dropdowns, and a file upload control with image preview. PCF controls work in both Dynamics 365 model-driven apps and standalone canvas Power Apps.

Dynamics 365 integration with ERP systems uses the Dataverse Web API as the standard integration point. For simple one-way integration (push CRM data to ERP on event), the recommended approach is Power Automate with the Dataverse trigger and an HTTP action calling the ERP's REST API. For complex bidirectional integration with transformation logic, the recommended approach is Azure Integration Services: Azure Logic Apps or Azure Functions as the integration middleware, triggered by Dataverse Web API webhooks (registered via Plugin Registration Tool for real-time) or scheduled runs for batch sync. For Tally ERP (common in Indian enterprises), integration uses Tally's XML API - HTTP POST requests to Tally Gateway with TallyPrime XML format. For SAP, integration typically uses SAP's REST API (S/4HANA) or RFC calls via SapNwRfc for older SAP installations. KingswaySoft provides SSIS components for bulk data migration between Dynamics 365 and ERP.

A Managed Solution is a locked, versioned package of Dynamics 365 customisations (entities, fields, forms, views, plugins, PCF controls, flows) that is deployed to target environments (test, production) and can be upgraded or removed as a unit. Managed solutions cannot have their components directly edited in the target environment - enforcing change control and preventing ad-hoc production changes. An Unmanaged Solution is the development working copy - components can be edited, added, and removed freely. The development workflow: all customisations built in an Unmanaged Solution in the development environment, then exported as Managed for deployment to test and production. This separation is critical for enterprise implementations: it prevents production changes that are not tracked in the development environment, maintains an upgrade path for future versions, and allows rollback by removing the managed solution.

Yes. Migration from Salesforce or Zoho CRM to Dynamics 365 follows a structured process: (1) Data assessment - inventory all entities (objects in Salesforce, modules in Zoho), custom fields, data volumes, and relationships. (2) Entity mapping - map source CRM entities to Dynamics 365 equivalents (Salesforce Account → Dynamics Account, Salesforce Opportunity → Dynamics Opportunity) and custom entities to custom Dynamics entities. (3) Field mapping - field-level mapping with value transformation for option sets (picklist values may differ between platforms). (4) Migration execution - KingswaySoft SSIS adapters provide both Salesforce and Zoho CRM connectors alongside Dynamics 365 connector, enabling direct source-to-destination migration with transformation in SSIS. (5) Configuration rebuild - Salesforce Apex triggers and Visualforce pages must be rebuilt as Dynamics plugins and PCF controls; Zoho custom functions as Dynamics plugins; automation rules as Power Automate. (6) Parallel running period for validation. Timeline: 8-20 weeks depending on data volume and customisation complexity.

Dynamics 365 Field Service is a module for organisations with mobile service technicians who perform work at customer locations - maintenance, installation, repair, or inspection. It adds to the standard Dynamics CRM: Work Order management (the service request becomes a work order with required skills, parts, and estimated duration), Universal Resource Scheduling (URS - a drag-and-drop scheduling board showing technician availability and skills, with automated optimization option), Field Service Mobile App (technicians receive their schedule, navigate to job, record time and parts, and obtain customer signature on a smartphone or tablet), Preventive Maintenance schedules (automatically generating work orders on time or usage-based trigger), and IoT integration (IoT sensor anomaly detected → automatic case created → work order generated → technician dispatched). Field Service is relevant for HVAC service companies, elevator maintenance, medical device service, industrial equipment maintenance, and any organisation with a field service team.

Dynamics 365 Sales and Customer Service implementation, Dynamics 365 Field Service, custom C# plugin development, PCF control development, Power Platform development (Power Automate, Power Apps, Power BI), Dynamics CRM system integration, and CRM migration from Salesforce/Zoho/on-premise to Dynamics 365.

Yes. Evolution Infosystem develops C# Dynamics 365 plugins registered on Pre-Validation, Pre-Operation, and Post-Operation stages for business logic including credit limit validation, cross-entity operations, ERP integration triggers, and complex field calculations.

Yes. Evolution Infosystem builds Power Automate flows connecting Dynamics 365 to external systems - WhatsApp (via Interakt/Karix), ERP systems, Outlook, Teams, SharePoint, and HTTP-based REST APIs - for workflow automation triggered by Dataverse entity events.

Yes. Evolution Infosystem integrates Dynamics 365 with Tally (XML API), SAP (RFC and REST), Oracle, and custom ERP systems via the Dataverse Web API, Azure Logic Apps, or Azure Functions as integration middleware.

Yes. Evolution Infosystem provides migration from Salesforce to Dynamics 365 - including entity mapping, field mapping with value transformation, data migration via KingswaySoft SSIS adapters, and customisation rebuild (Apex triggers rebuilt as D365 plugins, Visualforce as PCF controls).