Dynamics 365 tailored to your organization’s processes
Every organization has its own processes, structure and requirements. A successful Microsoft Dynamics 365 implementation goes beyond installation and default features.
Dynamics 365 can become the main platform for managing many business processes when its structure is designed around actual business needs.
The service covers requirements analysis, solution design, implementation and Microsoft Dynamics 365 customization based on your organization’s processes.
Forms, data, workflows, access levels, dashboards and system processes can be designed around the business structure so Dynamics 365 becomes part of everyday operations.
Beyond a standard CRM
An important capability of Dynamics 365 is that it can be extended beyond common CRM uses.
Organizations can use the platform to manage customers, sales, opportunities and after-sales service, as well as design and implement their own processes.
Contracts, projects, internal requests, purchasing and procurement, documents, services, meetings, approvals and many other processes can be implemented in Dynamics 365 according to the organization’s needs.
This approach lets organizations manage a substantial share of their data and processes on one platform instead of creating separate tools for each department.
Dynamics 365 customization
Customization can range from simple form and field changes to fully bespoke functionality.
Services include creating entities and fields, designing forms and views, defining business rules and workflows, developing plug-ins and custom features, designing access controls and connecting Dynamics to other software.
The solution balances standard Dynamics capabilities and custom development so it meets current needs and remains maintainable and extensible.
Dynamics 365 On-Premises and enterprise infrastructure
For organizations that need to keep information in-house for security, internal policy or infrastructure reasons, solutions can be designed and developed on Dynamics 365 On-Premises.
These solutions can connect to SQL Server, Power BI Report Server, financial software, HR systems, portals and other internal systems.
Dynamics 365 services
- Solution analysis and design
- Dynamics 365 installation and setup
- Entity, form, field and view customization
- Workflow and business process design
- Plug-in and custom feature development
- Role and access design
- Sales and customer service CRM implementation
- Custom application development on Dynamics
- Integration with other systems
- Report and dashboard design
- Improvements and extensions to existing systems
- Support for Dynamics 365 solutions