Business Process Automation
Keeping your people productive and profitable is a critical priority. But how do you
know if you are getting the most out of your current system? With Microsoft
Dynamics CRM, you get a fast, flexible, affordable solution that delivers the results
you expect.
We begin with a thorough understanding of your business requirements to
design and develop solutions that meet those unique needs while maintaining
the benefits, integrity, and consistency of the core Dynamics CRM application. Our
team has functional expertise and technical skills to develop seamless, tightly
integrated custom solutions using the tools appropriate for your project.
Customer Relationship Management
Implementation
- Marketing campaign setup
- Outlook Client for CRM setup
- End-user training
- Go-live support
- On-going support
Customization
- Custom entities (forms, fields, views)
- Workflow configuration
- Reporting wizard reports
- Reporting Services reports
- Excel reports
- Word/Mail-merge templates
Data Integration
- Accounts and Contacts data migration
- Legacy system data migration
- One-way or two-way data integration
We deliver complete business process automation solutions based on Microsoft
Dynamics CRM Platform:
- Dynamics CRM: Customization Tools and .Net: Custom application
design and development
- Reporting Services: Custom reports for Dynamics CRM and custom
applications
- Analysis Services: Custom cubes for analyzing Dynamics CRM and
custom application data
- SharePoint Server and Excel Services: Custom dashboards for
presenting Dynamics CRM and custom application data in the browser
- Excel, VBA and Visual Studio Tools for Office: Custom dashboards
for presenting Dynamics CRM and custom application data in Excel
- Scribe: Data migration, one-way and two-way integrations with the other
systems
Microsoft Dynamics CRM Consulting
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23591 El Toro Road, Suite 290, Lake Forest, Orange County, California 92630 USA +1 (949) 273-8876
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