Microsoft Dynamics CRM

Customising CRM

Although CRM comes with many excellent features out of the box, it can be extensively customised in various ways to ensure that it completely suits the way that you work. These include:

  • Adding and customising entities
  • Workflow and process design and implementation
  • Security configuration
  • Adding custom views and dashboards
  • Preparing custom reports
  • Custom form behaviour
  • Implementation of business logic using plugins
  • Integrating CRM with other data sources and applications

We are able to assist with all these areas of customisation. We also offer a full consultancy service through which we will help show you how to utilise CRM to add the maximum benefit to your business.

Implementing or switching to CRM

Of course, you may not even be using CRM yet. But if you are considering switching, we can help with every stage of the process, including:

  • Deciding whether CRM is right for you
  • Choosing whether to host CRM yourself ('on-premise') or use CRM Online
  • Specifying and setting up an on-premise server
  • Data migration
  • Reviewing business processes

Once you are up and running with CRM, we can continue to ensure that everything runs smoothly with comprehensive help and support.

Can we help you?

If you feel that any of the descriptions below apply to your business, we can help. Contact us today for more information.

You already use Microsoft Dynamics CRM, hosting it yourself. Now you require further customisations, but you can't (or don't want to) return to the consultants who originally installed it. Perhaps they are no longer in business, or maybe they are better at the big implementation projects than the little 'tweaks'. We are happy to help with any size of job, even if you just need a few reports or workflows.
You are currently using Microsoft Dynamics CRM 4.0. Over time you have added customisations, perhaps doing the work yourself. You now want to migrate to CRM 2011, but want to be sure that all your customisations will continue to work as expected. We can review your customisations, including form script, workflows and plugins, and make any required changes to give you confidence in a successful upgrade.
You use, or want to use, Microsoft Dynamics 2011 Online because it offers extensive built-in functionality and doesn't involve you having to buy and maintain expensive hardware. Now you wish that you could add other functionality that is important to your business, for instance time recording or project management, and continue to see the same benefits of low monthly cost and high convenience. Microsoft Dynamics 2011 is an excellent xRM ("x" for "eXtensible"!) platform and we can help bring many aspects of running your business within a single application window.