Dynamics CRM Consulting


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 of the entity customisations (Fields, Forms, View, Charts, Relations)

Design and implementation of the Marketing, Sales and Service processes

Development of workflows, dialogs, business flows and plugins

Development of custom reports

Integration with other systems

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)


Planning the physical architecture of the solution (server architecture, roles split, service accounts, performance and capacity planning)

Installation of CRM Server roles (Front End, Back End, Deployment Administration), CRM Email Router, CRM Reporting Authoring Extension and Dynamics CRM Reporting Extension on SQL Server

Integration with SharePoint for Document Management

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