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DEX Pro solutions, structured from the actual packaged scope.

This page is now based on the solution overview, brochure, and technical documentation you provided: Starter and Professional tiers for Sales and Field Service, plus the separate DEX Pro Utilities add-on. The copy focuses on what is already packaged today — PCF controls, fields, views, business rules, workflows, and dashboards.

What this page is for

A product page built from the real solution footprint.

DEX Pro Sales, DEX Pro Field Service, and DEX Pro Utilities are presented here using the actual packaged contents and versioned solution structure already in your files.

Sales v1.0.2.0Field Service v1.0.2.0Utilities v1.0.4.0Starter + Pro tiers
Three packaged lines

Sales, Field Service, and Utilities are kept distinct, matching the brochure and solution documentation.

Tiered offer structure

Sales and Field Service each have Starter and Professional tiers, while Utilities is positioned as a separate add-on.

Built from shipped assets

This page reflects the current packaged controls, fields, views, workflows, and dashboards already documented.

DEX Pro Solutions

Documented solution lines.
Ready for evaluation.

DEX Pro Sales includes 2 PCF controls, 31 custom fields, 9 views, 5 business rules, 4 workflows, and 3 dashboards. DEX Pro Field Service includes 3 PCF controls, 24 custom fields, 8 views, 5 business rules, 5 workflows, and 2 dashboards. DEX Pro Utilities adds 4 universal PCF controls in the separate Core solution.

StarterProfessional
DEX Pro Sales
Kanban pipeline board, smart product subgrid with live margin & MRR/ARR tracking, deal health scoring, discount approval enforcement, and automated escalation — all native to D365 Sales.
Pricing
Request Quote
One-time license · Scoped per D365 Sales environment
Request a Quote →
Everything Included
Kanban Pipeline Board — drag-and-drop Opportunity management across pipeline stages. Starter & Pro.
Smart Product Subgrid — inline editing, bundle auto-expansion, tiered quantity-break pricing, and live margin per line (green/amber/red)
Discount Approval Guard — flags lines above your max %, sets dex_approvaldiscountrequired, blocks stage progression until manager clears it
MRR & ARR Tracking — per-line One-Time / Monthly / Annual revenue tagging with real-time footer totals
31 Custom Fields — deal health score, stale days, next action, risk flags, lead score tier, quota tracker
9 Smart Views — At Risk Pipeline, Hot Leads (75+), Stale 14+ Days, Closing This Month, and more
4 Automated Workflows — stale deal alerts, won opportunity handover tasks, hot lead 2hr escalation, critical deal escalation to manager
3 HTML Dashboards (Pro only) — pipeline health, quota tracker, account relationship overview
StarterProfessional
DEX Pro Field Service
Barcode scanning, digital signature capture, mobile work order grids, SLA enforcement, asset health scoring, and intelligent dispatch automation — all inside D365 Field Service.
Pricing
Request Quote
One-time license · Scoped per D365 Field Service environment
Request a Quote →
Everything Included
Barcode Scanner PCF — camera-based barcode & QR scanning on work orders, writes to D365 product lookup fields
Signature Capture PCF — touch/stylus customer & technician signatures stored directly as D365 fields — no third-party storage
Mobile WO Product Grid — touch-optimised inline product editing for field technicians on-site
24 Custom Fields — priority score, customer tier, parts readiness, first-time fix rate, SLA breach flag, asset health, predictive risk
8 Smart Views — Priority Dispatch Queue, SLA At Risk <4hr, Unscheduled High-Priority, Critical Assets (Health <30)
5 Automated Workflows — SLA pre-breach alert, asset health degradation, WO completion survey, booking notifications, first-time fix tracker
2 HTML Dashboards (Pro only) — field operations overview and asset health & maintenance calendar
Add-On
DEX Pro Utilities
Four universal, entity-agnostic PCF controls that work anywhere in D365. No JS registration. Bind to any standard Dataverse field type on any entity — standalone or alongside Sales/Field Service.
Pricing
Request Quote
One-time license · Scope depends on entities and deployment model
Request a Quote →
4 Entity-Agnostic PCF Controls
Field Audit Lookup — see the full audit history of any field, inline on any D365 form
Lookup Preview Popover — hover any lookup field to see the linked record's key fields in a rich popover — no navigation needed
Google Address Autocomplete — replace standard address fields with Google Places autocomplete, auto-populating all components
Editable Grid — universal inline-editable dataset grid for any entity view, edit records without leaving the list
Zero JS registration — drop onto any form in the D365 form editor, no code needed
Full TypeScript source included, publisher prefix dex, ready to extend
Where DEX Pro Fits

Built for common Dynamics 365 problems —
not vague “innovation”.

These are representative implementation scenarios based on the products, controls, documentation, and training assets already available today. They show where DEX Pro fits naturally before public case studies exist.

Sales Field Service Utilities Training
Use Case 01

Sales teams managing pipeline in spreadsheets

Use DEX Pro Sales to move opportunities visually, expose stale deals faster, improve next-action discipline, and keep quoting activity inside D365 instead of scattered spreadsheets and emails.

Use Case 02

Quoting processes with weak margin visibility

The Smart Product Subgrid is suited to teams that need inline product editing, tiered pricing, approval guardrails, and clearer margin / MRR / ARR behaviour without leaving the Opportunity form.

Use Case 03

Field technicians needing faster mobile execution

DEX Pro Field Service adds mobile-first product editing, barcode scanning, and signature capture to reduce on-site friction and keep service evidence stored inside the D365 environment.

Use Case 04

Teams that need better Dataverse UX without rebuilding everything

DEX Pro Utilities is ideal when the requirement is not a full implementation, but sharper lookup previews, field audit visibility, inline grid editing, and cleaner address entry across forms.

Use Case 05

Partners and internal teams that want accelerators

The packaged solution ZIPs, documentation, and control structure make DEX Pro suitable for teams that want to start from proven assets instead of beginning each D365 enhancement from zero.

Use Case 06

Organisations that need practical D365 guidance

The book and companion workbook create a second entry point: teams can start with learning, rollout preparation, governance, and adoption before deciding whether they also need packaged build work.

Where DEX Pro fits

Best for teams that want packaged progress without a blank-sheet build.

DEX Pro is strongest when a buyer already knows the platform they are on, has a specific operational pain point, and wants faster movement than a full custom project. That makes it especially relevant for environments where the process is known, but the user experience, quoting flow, mobile workflow, or Dataverse usability still needs work.

The current offer is anchored in packaged capability: documented solution ZIPs, reusable PCF controls, and clear Sales, Field Service, and Utilities package lines rather than custom-development-only messaging.
Package logic

Each product line maps to a specific Dynamics 365 problem set.

DEX Pro Sales is structured around opportunity handling, product entry, margin visibility, discount control, and pipeline management. DEX Pro Field Service is structured around work order execution, barcode scanning, signature capture, and technician-friendly mobile usability. DEX Pro Utilities packages reusable Dataverse controls such as lookup preview, address autocomplete, audit lookup history, and universal inline editing.

Frequently Asked Questions

The questions a buyer will ask
before getting in touch.

What do I actually receive?

For the relevant DEX Pro package: solution ZIPs, packaged components, documentation, and a structured delivery footprint that can be discussed before purchase.

Is this only for Dynamics 365 / Dataverse?

Yes. The offers are built specifically for Microsoft Dynamics 365, Power Platform, and Dataverse environments rather than generic web app projects.

Can I start with one control instead of a full solution?

Yes. The current site can support control-led enquiries, solution-led enquiries, or broader architecture and implementation discussions.

Do I need to be ready for a full implementation?

No. Some buyers will only need a targeted UX improvement, a proof-of-concept, a training conversation, or a packaging discussion around one D365 problem area.

Why are there no case studies yet?

This version of the site is promotional and early-stage. The emphasis is on showing real assets, real controls, and practical Dynamics 365 depth without inventing customer proof.

Can this also support training or internal enablement?

Yes. The main book and companion workbook create a credible route into onboarding, self-study, internal enablement, and future workshop-style offers.

Get in Touch

Let's talk about your
D365 environment.

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D365 Publisher Prefix
dex
Response Time
Within 1 business day. Email directly for urgent pre-sales questions.
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