With a wealth of CRM & Dynamics experience we can help you implement solutions that generate tangible benefits increasing revenue, reducing costs and improving levels of customer service.
Examples of how we can help include…
Identifying the best way to configure Dynamics 365 to support a given environment
Finding the most effective approach to migrate legacy data into Dynamics, this covers a variety of issues including, which sets of data to transfer, extracting data from legacy system such as Act or GoldMine, transforming and enhancing the data so that it can be imported into Dynamics.
Options to integrate Dynamics with other applications such as mapping tools, telephony integration, email shot delivery, template management etc
Creating business rules and workflows to automate and simplify complex and repetitive tasks.
Setting up views, charts and dashboards.
Configuring the Dynamics security model to provide appropriate levels of access to ensure that access to your data is appropriate for a user’s role and that risks to your data are mitigated.
We work with you to gain an understanding of what you want to achieve and then work with you to find the most effective approach and guide you through the process. If you do not have the skills and or resources available in-house, we can undertake these tasks for you.
When implementing this type of incremental changes to a system we can often use “Application Accelerators” using mini solutions that we’ve developed previously which can significantly reduce the cost and speed up the time to deploy.
For the more straight forward exercises the starting point is typically an initial, no obligation phone call to discuss your current system and requirements (which will include a screen share session so we can assess your system) from which we will provide a quotation detailing how we can work with you and the associated costs.
More complex requirements will need comprehensive requirement gathering session(s) so we can gain a full understanding of your requirements, the benefits they will provide and develop an approach to delivering those objectives.
Based on the Requirements Analysis we will produce documentation detailing the proposed approach which will often be supported by a proof of concept prototype to enable you and your users to fully evaluate the effectiveness of the proposed solution.