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 | CRM Customisation | D365 CRM Online |
Lead Management, Sales Management, Extend/enhance functionality, Website integration |
|
| Customer needed to add extensive integration to their CRM to capture website leads, where the website process had identified product options and bundling. | |||||
| Large Enterprise | Manufacturing | CRM Customisation | D365 CRM Online |
Sales Management, Order Management, Finance or 3rd party integration, Workflows & Business Process, Extend/enhance functionality |
|
| Customer had an existing CRM Kickstart for Stakeholder Management and integration with Outlook. As a secondary phase, implemented sales process and workflows, with integration to the ERP to source product pricing for quoting within CRM, and then pushing closed opportunities to Orders in the ERP | |||||
| Medium Enterprise | Member Associations | CRM Customisation | D365 CRM Online |
Portal, Membership Management |
|
| Addition of a Portal to the CRM membership solution, to both replace their existing public-facing website, and to provide a portal to allow members to self-service and renew and pay for their membership, while also serving up tailored articles. | |||||
| Govt. Dept or Authority | Govt - State | CRM Customisation | D365 CRM Online |
Stakeholder Management, Workflows & Business Process, Extend/enhance functionality |
|
| Expansion of the number, type, purpose and content of email templates used throughout the stakeholder management processes. | |||||
| Not-for-Profit | Social & Community Services | CRM Customisation | D365 CRM Online |
Property Management, Stakeholder Management, Extend/enhance functionality, Workflows & Business Process |
|
| After deploying the CRM solution, and the users having had an opportunity to use the CRM, the business produced a list of small enhancements and refinements that would improve productivity and efficiency, which were deployed. | |||||
| Not-for-Profit | Social & Community Services | Specialist Support | D365 CRM Online |
Property Management, Stakeholder Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Manufacturing | CRM Customisation | D365 CRM Online |
Website integration, Lead Management, SharePoint integration |
|
| Extension of a customer's Kickstart to include extensive integration with the website for Leads, and inclusion of our add-on for SharePoint integration. | |||||
| Govt. Dept or Authority | Govt - State | CRM Customisation | D365 CRM Online |
Finance or 3rd party integration, Stakeholder Management |
|
| Integrate CRM with a separate Grants Management database to provide a single customer view of applicants, and to provide ancillary processes that are not provided by the Grants solution. | |||||
| Small Business | Mining or Engineering | Specialist Support | D365 CRM Online |
Lead Management, Sales Management, Stakeholder Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Mining or Engineering | CRM Optimisation | D365 CRM Online |
Stakeholder Management |
|
| Installation of our add-on to manage regular account management appointment cycles with key accounts | |||||
| Medium Enterprise | Member Associations | CRM Optimisation | D365 CRM Online |
SharePoint integration, Stakeholder Management |
|
| Customer's Legal Dept had specific requirements for capturing case (Legal Matter) information, and for storage of related documents. | |||||
| Medium Enterprise | Member Associations | CRM Customisation | D365 CRM Online |
Customer Service, Membership Management, Finance or 3rd party integration, Extend/enhance functionality |
|
| Deployment of phase 2 of the customer's solution, adding new functionality and productivity improvements based on their evolving business and experience, and incorporating additional business units not included in phase 1. Includes an enhanced integration to their finance solution. | |||||
| Large Enterprise | Food Production or Distribution | Specialist Support | D365 CRM Online |
Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Food Production or Distribution | Specialist Support | D365 CRM Online |
Sales Management, Stakeholder Management, Lead Management |
|
| 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 |
Stakeholder Management, Other Marketing Solution |
|
| Provision of an Events management and ticketing capability, with business processes and logic to manage allocation rounds, invitation send and response. | |||||
| Large Enterprise | Travel | CRM Replacement or Rescue | D365 CRM Online |
Sales Management, Data Migration (extensive) |
|
| Customer purchased another company that was using Salesforce and needed to migrate their Salesforce data into Dynamics CRM. | |||||
| Medium Enterprise | Import, Transport or Distribution | Specialist Support | D365 CRM Online |
Lead Management, Sales Management, Stakeholder Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Import, Transport or Distribution | CRM Customisation | D365 CRM Online |
Customer Service, Extend/enhance functionality, Workflows & Business Process |
|
| Customer required Case Management and Customer Service capabilities to be introduced into their existing CRM, with workflows and business rules to ensure service expectations were met. | |||||
| Large Enterprise | Manufacturing | Specialist Support | D365 CRM Online |
Sales Management, Order Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Large Enterprise | Food Production or Distribution | CRM Replacement or Rescue | D365 CRM Online |
Sales Management, Extend/enhance functionality, Workflows & Business Process |
|
| Rescue of a D365 solution that was unable to become operational and live due to issues that could not be resolved by the original partner. We were able to rectify the issues and get the solution into Production and being used, and then extended the solution with enhancements and automations. | |||||
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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