Customize

If you are already using Microsoft Dynamics CRM you may want to think about customizing the system to match the way your business works.

There's so much that can be done to make CRM more relevant to your business. For example, forms can be changed to include additional fields, fields can be renamed or the whole form layout changed to match the way you want to see data.

A powerful feature of CRM, that is often overlooked, is the use of workflows to implement your business processes. For example, you may have a rule that sends an acknowledgement email whenever a customer logs a new incident. CRM can do this automatically using workflow. Your service representative creates the incident in CRM and an email is automatically sent to the customer confirming the details.

We can help you review your business processes and implement appropriate customizations.