Dynamics 365 Sales· Configuration
Dynamics 365 Sales configuration
Configuration builds the signed design in Dynamics 365 Sales: features, setup records, numbering, roles and workflows. Done by hand, it is hours of screens that are hard to review and hard to repeat in production. superglue's agent applies the setup through the Dynamics 365 Sales API, in the sandbox first, and records each change it makes.
How this step works
What the agent does
- Turns the signed design into a configuration plan for your review.
- Applies the setup through the API in the sandbox.
- Records each change, so the configuration can be reviewed and repeated.
- Repeats the tested configuration in production.
What you decide and approve
- The setup values that only the client can decide.
- Every write. Each one pauses for your approval.
- When the sandbox configuration moves to production.
What the client gets
- A configured sandbox and production account.
- A configuration workbook that lists every setting.
What to get right in Dynamics 365 Sales configuration
- 01
Create your own publisher
Do all work in a solution that uses the client's publisher, and keep the default solution clean. The publisher prefix becomes part of the schema name of every new table and column and cannot change afterwards.
- 02
Deploy managed solutions to test and production
Keep the solution unmanaged in development and import it as managed everywhere else. Use environment variables and connection references, so flows work in each environment without edits.
- 03
Copy the standard security roles
Start custom roles from a copy of Salesperson or Sales Manager instead of editing the standard roles. Assign forms and business process flows to the same roles.
- 04
Publish only the duplicate rules you need
Dataverse allows five published duplicate detection rules per table, and a rule does nothing until it is published. Test each rule against real account and contact data before go-live.
Frequently asked questions
What should you get right when configuring Dynamics 365 Sales?
Create your own publisher; Deploy managed solutions to test and production; Copy the standard security roles; Publish only the duplicate rules you need. The agent applies the setup in the sandbox first.
Does superglue change Dynamics 365 Sales without approval?
No. The agent shows each change before it writes and waits for your approval. Production repeats the configuration you tested in the sandbox.
How does superglue work with our consultants?
superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.
Can we use our own implementation method?
Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.
Which systems can we migrate from into Dynamics 365 Sales?
Common sources are Salesforce, HubSpot, Dynamics CRM on-premise, Pipedrive and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.
Is client data safe?
superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.
How do we start?
Start with one live Dynamics 365 Sales project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.