Our Services CRM processes with Dynamics 365 CE
Requirements become clear CRM structures, and data becomes usable information. This turns Dynamics 365 CE into a system that noticeably simplifies your daily work.
CRM Services from analysis to operations
Implementation and Optimization
Your CRM project starts with the requirements. This is followed by design, implementation, productive use, and ongoing development.
Focus Areas
- Workshops
- CRM Implementation
- Customizing
- Training and Optimization
Connecting Systems & Data
Dynamics 365 CE is connected with ERP systems, Microsoft 365, the Power Platform, and other applications.
Focus Areas
- Interfaces
- Cloud Migration
- Data flows
- System integration
Supporting Teams in Daily Operations
Administrators and CRM users receive the knowledge and the right tools to use Dynamics 365 CE with confidence.
Focus Areas
- Training
- Customer Support
- Mobile Apps
- Digital Field Service
Our Service Offerings for Your CRM Project
CRM Consulting
Clear CRM Roadmap
Based on the analysis of your processes, systems, and requirements, we develop a CRM concept that moves your business forward.
CRM Implementation
Implementing Dynamics 365 CE
We support workshops, requirements, implementation, go-live, training, and ongoing development.
Interfaces
Connecting Systems & Data
We connect Dynamics 365 CE with ERP systems such as SAP, Business Central, DATEV, and other applications.
Processes
Digitizing Workflows
We model CRM processes for sales, service, quotes, and visit management in Dynamics 365 CE.
Cloud Migration
Moving to the Cloud Securely
We support your transition from on-premises CRM systems to Dynamics 365 CE in the cloud, from analysis to operations.
Mobile Apps
CRM Available on the Go
We develop mobile solutions for your sales and service field teams as a Dynamics 365 CE app.
Training
Targeted User Qualification
We train users, key users, and administrators according to your processes, roles, and tasks in the CRM.
Customer Support
Support During Ongoing Operations
We help with technical questions, user issues, and optimizing your CRM environment.
Digital Field Service
Mobile & Connected On-Site
We support your field service team with visit planning, customer history, and mobile documentation.
Aligning your project scope?
Together, we discuss your requirements and develop the right scope of services for your CRM project.