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Define your extensibility strategy
| Done? | Task |
|---|---|
| ✓ | Make sure that you only extend the solution when it empowers users or adds value to the business. |
| ✓ | Don't try to copy the same results as the legacy solution or the system you're replacing. |
| ✓ | Understand the platform capabilities and use them to simplify and optimize the process. Use the out-of-the-box features as much as possible. |
| ✓ | Check if there are any independent software development (ISV) organizations that can meet your needs before you decide to extend the solution. The AppSource marketplace has ISV-managed solutions that might replace the need for a custom solution. |
Considerations
| Done? | Task |
|---|---|
| ✓ | Test how the extensions affect the user experience, responsiveness, performance, and cross-device behavior. |
| ✓ | Make sure that the extensions follow the security, privacy, and compliance requirements. |
| ✓ | Make sure that the extensions can handle high volume and peak seasons. |
| ✓ | Use ALM automated processes to build and deploy the extensions efficiently and quickly. |
| ✓ | Use only the documented supported techniques for code and customizations. Don't use deprecated features and techniques. |
Next steps
- See how other organizations extended their Dynamics 365 apps to meet their business needs in scenarios for extending Dynamics 365.
- Learn more about the specific considerations and best practices for extending finance and operations apps and for extending customer engagement apps.
- Read the case study of how a company extended its Dynamics 365 app to improve its customer service.
- Use the Success by Design checklist to plan and implement your extensions effectively.