Microsoft Dynamics 365 CRM (powered by the Power Platform) allows you to take advantage of the powerful and flexible capabilities of CRM, in the cloud. That means your people can access CRM anytime, from anywhere, on virtually any device.
To extract the best value and payback to your business, we can help tailor the thousands of customisable features so the system is exactly what you need. As part of your Office 365 subscription, CRM Online drives productivity by flawlessly integrating with other Microsoft products (like Outlook) your people already use every day.
We can help whether you’re setting up your CRM, replacing a current CRM, or have Microsoft Dynamics CRM already but want to customise or optimise the system.
Do it your way
It doesn’t make sense for one system to be instantly suitable for every business, right? Customisation is essential, but it takes expertise.
We work with you to understand your business relationships, your processes, and the other systems you need CRM to integrate with – like your website, finance system, quoting engine, or portal. Then we set your CRM up just the way you need it.
You could spend months of frustration and distraction from your real job trying to achieve what we can do for you in just hours or days.
Productive people
Investing in customisation pays off in spades. If you’re in charge of organising your CRM, there’s an expectation that you’re going to make things easier for everyone.
If your CRM creates little (or big) annoyances every day, people won’t want to use it, and they’ll find other ways of doing things (or simply waste time complaining). If you invest in the right customisations, your people will be more productive and you’ll have the right oversight and dashboards to manage and grow your business.
Know who your superstars are, and who’s taking an easy ride.
Consistency and oversight
Left to their own devices, your people will find different ways of doing the same thing.
That’s where CRM comes into its own – taking your best practice processes and applying them consistently, so you have full visibility of activity, progress and pipeline. You’ll be able to identify bottlenecks, delays and people issues before they strangle your business.
Workflows for your custom processes are a breeze for us to set up – we’ve done thousands of them. We’ve also got plenty of experience for creating customised reports, views and dashboards for you.
Our Experience
We have deployed Dynamics CRM solutions across many segments and industries, for many different purposes. See below for examples that are relevant to this challenge or market, or view and refine from our complete list of experience.
| Company segment | Industry | Challenge | Solution | Keywords | |
|---|---|---|---|---|---|
| Medium Enterprise | Manufacturing | Specialist Support | D365 CRM Online |
Sales Management, Order Management, Lead Management, Customer Service |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Import, Transport or Distribution | CRM Upgrade | D365 CRM Online |
Solution Upgrade |
|
| Updating the solution with new apps and revision of roles to take advantage of the new release by Microsoft | |||||
| Medium Enterprise | Member Associations | Specialist Support | D365 CRM Online |
Membership Management, Finance or 3rd party integration, Portal, Customer Service |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Govt. Dept or Authority | Govt - State | CRM Customisation | D365 CRM Online |
Portal, Stakeholder Management, Document Production |
|
| Customer provides domestic and overseas journalists, industry members, and influencers with familiarisation experiences (FAMILS) within the tourism sector. This enhancement compiles different bookings and experiences into a final itinerary which is available to view and print from the portal. | |||||
| Medium Enterprise | Manufacturing | CRM Upgrade | D365 CRM Online |
Solution Upgrade |
|
| Updating the solution with new apps and revision of roles to take advantage of the new release by Microsoft | |||||
| Medium Enterprise | Member Associations | CRM Upgrade | D365 CRM Online |
Solution Upgrade |
|
| Updating the solution with new apps and revision of roles to take advantage of the new release by Microsoft | |||||
| Not-for-Profit | Social & Community Services | Specialist Support | D365 CRM Online |
Sales Management, Stakeholder Management, Customer Service |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Social & Community Services | CRM Setup | D365 CRM Online |
Property Management, Stakeholder Management, Extend/enhance functionality, Workflows & Business Process |
|
| A CRM solution for a Natural Resources Management (NRM) organisation, allowing them to capture relationships between all parties (such as Properties, owners and funding providers), understand and promote best practice in property and resource management, and to track the value derived from funding programs. | |||||
| Govt. Dept or Authority | Govt - State | CRM Customisation | D365 CRM Online |
Stakeholder Management, Compliance Management |
|
| Customer required the CRM to collect and collate information from operators regarding their COVID impact and readiness. | |||||
| Medium Enterprise | Member Associations | CRM Customisation | D365 CRM Online |
Portal, Customer Service, Extend/enhance functionality, Workflows & Business Process |
|
| Extended the membership base to new markets, offering new products and services, with online applications and renewals | |||||
| Medium Enterprise | Property & Construction | Specialist Support | D365 CRM Online |
Lead Management, Sales Management, Stakeholder Management, Website integration, Property Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Small Business | IT Services | Specialist Support | D365 CRM Online |
Lead Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Member Associations | CRM Customisation | D365 CRM Online |
Portal, Extend/enhance functionality, Workflows & Business Process |
|
| The ability to offer members additional financial products (such as insurance) as part of their membership package, and to renew online | |||||
| Medium Enterprise | Education, Training & Employment Services | CRM Customisation | D365 CRM Online |
Marketing Automation, Extend/enhance functionality, Workflows & Business Process, Order Management |
|
| In first phase of CRM deployment, Customer wanted a simplified business process and data captured, as the change management exercise with the team would have been too great. After a year of using the first version, gaining experience and confidence, they were now ready to introduce more complex and extensive business rules and workflows. | |||||
| Govt. Dept or Authority | Govt - State | CRM Replacement or Rescue | D365 CRM Online |
Customer Service, Finance or 3rd party integration, Order Management |
|
| Govt Dept was managing and delivering their own CRM project but needed some expert advice and design guidance, to ensure their solution delivery was efficient and adhered to best practice. | |||||
| Govt. Dept or Authority | Govt - State | CRM Customisation | D365 CRM Online |
Localisation, Portal |
|
| Provide Chinese and Korean localisation (translation of screen content) of the portals interface for Chinese and Korean portal users. | |||||
| Govt. Dept or Authority | Govt - State | CRM Customisation | D365 CRM Online |
Stakeholder Management, Extend/enhance functionality, Workflows & Business Process, Compliance Management |
|
| Should an incident occur with a visiting FAMIL, the ability to capture that incident within the portal and allow the Customer team to assess and manage risk and provide follow up and services. | |||||
| Govt. Dept or Authority | Govt - Local | CRM Customisation | D365 CRM Online |
Extend/enhance functionality, Workflows & Business Process |
|
| Rescue of an existing D365 solution that was poorly designed and not performing, resulting in our recommendations for a number of different streams of activity, which were accepted. This stream introduced a modified structure and forms design, with business processes and workflow automation. | |||||
| Govt. Dept or Authority | Govt - Local | CRM Customisation | D365 CRM Online |
Extend/enhance functionality, Sales Management |
|
| Rescue of an existing D365 solution that was poorly designed and not performing, resulting in our recommendations for a number of different streams of activity, which were accepted. This stream introduced reporting and dashboards for team and general management, reducing duplication of effort and data. | |||||
| Medium Enterprise | Member Associations | Specialist Support | D365 CRM Online |
Membership Management, Portal, Customer Service, Finance or 3rd party integration |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
Available
Add-ons
Integration between CRM and your financial system will close the loop between Sales and Invoicing – making your CRM a more complete source of truth about your customers. Integration with your finance system, such as Xero or Business Central is easy with our pre-built integrations to your customer data and/or invoices.
A portal allows you to give external people access to their information in your CRM without granting access. It’s a web-based interface which allows them to interact with, so they can be self-sufficient and productive without compromising your CRM. It’s a really handy way to offer self-service to your clients.
Dynamics 365 has inbuilt Marketing List capability but often a dedicated email marketing tool is required to get the best marketing results. We can integrate your chosen email marketing tool with your CRM so you get the best of both worlds. We can help set up your ClickDimensions and integrate with MailChimp. We can even integrate with your website Contact Us forms.
We’ve pre-built some handy Dynamics 365 functionality to make Account Management a breeze. If you rely on referrals from other businesses, we can help you to keep track of the value they introduce. Or if keeping in regular contact with your clients is essential to you we can help by automating reminders to each Account Manager.
Access our help for additional customisations or other enhancements whenever you need. By purchasing blocks of our time as Prepaid Assistance Hours you can draw down on your ‘bank’ of hours for adhoc or planned work over time. Log requests and view your balance on our Customer Service Portal. When you’re running low on hours, we’ll let you know and you can top up your prepaid
Get in touch today
Let’s talk about your CRM challenges.
Hopefully our website has given you a good idea about what we can do. Now, we’d love to hear from you. Call, email or use the form below. We look forward to talking about your specific situation, needs, and goals.
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Our thinking
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