We can help with your Microsoft Dynamics 365 CRM On-Premise implementation, or we can support you through a change or upgrade with your current On-Premise solution.
We’ve got extensive experience with on-premise solutions and we’ve seen it all – the good, the bad, and the ugly. If you’ve got existing infrastructure you want to leverage, an on-premise option gives you control. We’re here to help you leverage the extraordinary power of Microsoft Dynamics 365 CRM.
We can help whether you’re setting up your CRM, replacing a current CRM, or have Microsoft Dynamics CRM already and need to upgrade, customise or optimise.
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 | |
|---|---|---|---|---|---|
| Govt. Dept or Authority | Govt - State | CRM Upgrade | D365 CRM On-Premise |
Customer Service, Compliance Management, Data Migration (extensive), Document Production, Extend/enhance functionality, Platform Migration, Statutory Reporting |
|
| Customer had a customised On-premise solution, needing to migrate to the Cloud platform. The platform migration maintained existing functionality where appropriate while also introducing design and productivity improvements. Revamped integration with document management 3rd party solution, and integration with Power BI reporting platform. | |||||
| Not-for-Profit | Aged or Health Care Services | CRM Upgrade | D365 CRM On-Premise |
Platform Migration, Customer Service, Compliance Management, Data Migration (extensive), Statutory Reporting, Extend/enhance functionality, Sales Management |
|
| Customer approved our Scoping study for an On-Premise migration to the Cloud, for all phases. Migration project delivered revised business requirements while also delivering performance improvements, enhanced functionality, and improved reporting to their funding provider. | |||||
| Medium Enterprise | Aged or Health Care Services | Specialist Support | D365 CRM On-Premise |
Sales Management, Order Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Aged or Health Care Services | CRM Customisation | D365 CRM On-Premise |
Extend/enhance functionality, Workflows & Business Process, Compliance Management, Statutory Reporting |
|
| Customer commenced servicing different government contracts, requiring additional business processes, and enhancements to their compliance and statutory reporting. | |||||
| Govt. Dept or Authority | Govt - State | Specialist Support | D365 CRM On-Premise |
Platform Migration |
|
| Providing specialist advice and assistance to a Govt Dept undertaking their own migration from On-Premise to Online | |||||
| Not-for-Profit | Aged or Health Care Services | CRM Customisation | D365 CRM On-Premise |
Extend/enhance functionality, Workflows & Business Process |
|
| Performed a review of a rescued On-Premise solution with recommendations around changes to form design and data fields, to allow more efficient capture of information that would also support improved business process. | |||||
| Govt. Dept or Authority | Govt - State | CRM Upgrade | D365 CRM On-Premise |
Platform Migration |
|
| Customer had a number of Azure services supporting their existing On-premise solution which needed to be consolidated, improved and migrated to a different Azure platform. | |||||
| Govt. Dept or Authority | Govt - State | CRM Upgrade | D365 CRM On-Premise |
Platform Migration |
|
| Migration of the customers On-premise solution to the Online platform, incorporating functional improvements | |||||
| Not-for-Profit | Adminstrative or Business Services | Specialist Support | D365 CRM On-Premise |
Lead Management, Sales Management, Order Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Aged or Health Care Services | Specialist Support | D365 CRM On-Premise |
Compliance Management, Statutory Reporting, Sales 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 On-Premise |
Workflows & Business Process, Extend/enhance functionality, Membership Management, Finance or 3rd party integration |
|
| Customer introduced new processes and accreditation for advanced certifications for it's members, also impacting the fees and renewals processes, and the integration with Finance. | |||||
| Govt. Dept or Authority | Govt - State | CRM Upgrade | D365 CRM On-Premise |
Solution Upgrade, Extend/enhance functionality, Workflows & Business Process, Stakeholder Management |
|
| Govt dept's mandate and responsibilities were changed, so their existing On-premise solution required a review to understand the scope of change required to support their new role. Recommendations were accepted and were deployed. | |||||
| Not-for-Profit | Aged or Health Care Services | CRM Replacement or Rescue | D365 CRM On-Premise |
Extend/enhance functionality, Lead Management, Workflows & Business Process, Statutory Reporting, Sales Management |
|
| Review and rescue of an existing On Premise solution that was not delivering required outcomes due to original poor design and deployment. Fixed and enhanced the statutory reporting and fixed a number of critical issues so that the solution was usable. | |||||
| Medium Enterprise | Education, Training & Employment Services | Specialist Support | D365 CRM On-Premise |
Project Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Adminstrative or Business Services | CRM Customisation | D365 CRM On-Premise |
Workflows & Business Process, Data Migration (extensive) |
|
| Customer's rescued CRM had limited segmentation or data to support allocation to different teams or business processes, or to support required reporting. Our recommendations were accepted and deployed. | |||||
| Medium Enterprise | Education, Training & Employment Services | CRM Customisation | D365 CRM On-Premise |
Extend/enhance functionality, Workflows & Business Process, Project Management, Data Migration (extensive) |
|
| Rescue of an existing D365 solution that was poorly designed and therefore not providing essential operational features or reports related to staff activities (such as allocation of awards, project allocation and utilisation, payment to staff). Our recommendations were accepted, resulting in a complete redesign of the solution, a data migration of current data, and build of reports that provided the required reporting to management, and payments to staff. | |||||
| Not-for-Profit | Aged or Health Care Services | Specialist Support | D365 CRM On-Premise |
Lead Management, Sales 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 On-Premise |
Workflows & Business Process, Extend/enhance functionality, Membership Management, Finance or 3rd party integration |
|
| Customer commenced servicing associated members, and offering different services, requiring changes to business processes, workflows and other logic, as well as reporting and changes to the integration to the Finance solution. | |||||
| Medium Enterprise | Education, Training & Employment Services | Specialist Support | D365 CRM On-Premise |
Lead Management, Sales Management, Order 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 On-Premise |
Workflows & Business Process, Extend/enhance functionality, Membership Management, Finance or 3rd party integration |
|
| Customer's CRM was integrated with an ERP/Finance solution. The fee structure and methods they would accept payment from members changed, also resulting in changes to revenue forecasting and revenue recognition. | |||||
Available
Add-ons
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
ClickDimensions is a powerful third party marketing solution, which is embedded within your Dynamics CRM. Providing email marketing, web intelligence, lead scoring, campaign automation, nurture marketing, social discovery, form capture, surveys and more, ClickDimensions allows organisations to discover who is interested in their products, quantify their level of interest and take the appropriate
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