Microsoft Dynamics 365

What is Dynamics 365?

Dynamics 365 is a CRM platform that allows you to capture new opportunities across your business when you bring people, data, and processes together including intelligent cloud applications that unify CRM and ERP capabilities to help you run your business end to end.

Engage customers with your customers, empower your employees, optimize your operations and transform your products. All through Dynamics 365.

Our expertise in Dynamics 365 and that we use it ourselves allows us to help and guide clients delivering powerful CRM solutions. 

We can offer a range of services to help including bespoke Consultancy or standardised Packaged Solutions to get you started or progress you with Dynamics 365.

Keyboard and phone


Dynamics Quick-Start

Typical profile:

  • Need for a CRM or incumbent CRM not suitable for growth or current business needs
  • Desire for bespoke elements and configuration within the CRM structures and processes
  • Desire for trusted platform from Microsoft
  • Assistance in transferring business needs and enhancements into CRM processes - technical hand-holding and non-technical speak!
  • Need to understand and standardise sales and customer service
  • Existing Office 365 subscriptions (or looking to migrate to O365)
  • Irrespective of market sector, this applies to business across all industries

What do we do:

  • Initial consultation and business process workshop(s)
  • Documentation of workshop findings and recommendations
  • Help understanding your individual user requirements and needs from CRM
  • Recommendations and provision of appropriate O365 Licencing
  • Dynamics 365 - initial setup and configuration
  • Dynamics 365 - Visual customisations including branding and terminology
  • Dynamics 365 - Set up of business-specific elements (such as leads, opportunities, orders, etc.)
  • Dynamics 365 - Basic user interface and workflow customisation
  • Quick-start mentoring (training) workshop(s) for staff

What are the benefits:

  • Streamlined implementation of a Microsoft CRM solution
  • Delivery by industry-leading professionals - we explain the tech in a non-technical way!
  • Ongoing support and improvements to your CRM solution
  • Feedback on assessment and improvement of business processes
  • Step-by-step agile approach to delivery meaning users can have access at an early stage and enhancements are made in an ongoing manner

Basic Packages start from 5 days 

Further advanced packages are also available

  • Security configuration for user profiles
  • Outlook integration enabling interaction with CRM via Outlook
  • Assessment of integration requirements with existing 3rd Party application
  • Planning and implementation of data migration from previous systems

 

In addition, ongoing support, SLAs, maintenance and upgrade packages are available. Get in touch to find out more.