Dynamics CRM Consulting

Dynamics CRM Consulting

Custom CRM implementation based on Dynamics CRM 365

Align your pre-sales, sales and delivery processes while making them more transparent & efficient.

Design
• Analysis of the company's business processes
• Definition of the entity date structure that has to contain the business information
• Prototyping by building proof of concepts in order to gather user feedback
Development
• Development of the entity customisations (Fields, Forms, View, Charts, Relations) using the Common Data Service (CDS)
• Design and implementation of the Dynamics CRM 365 apps: Sales, Customer Service, Field Service, Project Service
• Development of Power Automation workflows, dialogs
• Development of Power BI custom reports
• Packaging as managed or unmanaged solutions
• Packaging as CRM managed or unmanaged solutions
Security & Configuration
• Define and Creation of Business Units Structure, Users, Roles, Teams
• Configuration of the System Settings, Auditing and of the Business Management
• Settings (Fiscal Year Settings, Business Closures, Sales Territories, Currencies)
Integration
• Planning the integration with different cloud systems (Dynamics 365 Apps, Azure based LOB Apps, On-Premise ERP systems or accounting software)
• Integration with Exchange Online for e-mails
• Store customer documents in SharePoint and OneDrive for Business
• Use Office 365 (Word, Excel) for producing document templates based on the CRM Common Data Service (CDS)