MS Dynamics

Understanding client requirements.  Designing a Microsoft Dynamics implementation strategy tailored to the client's business model and goals. Offering guidance on hardware and infrastructure requirements.

Setting up and configuring the Microsoft Dynamics Sales module according to client-specific workflows. Customizing entities, fields, forms, and views to match the client's sales processes.

Transferring data from legacy systems or other CRM platforms to Microsoft Dynamics. Cleaning, mapping, and validating data to ensure its accuracy and integrity in the new system.

Linking Microsoft Dynamics with other enterprise systems (like ERP, marketing automation tools, etc.). Establishing connections to third-party tools, including email, calendars, and collaboration platforms.

Configuring user roles and permissions. Implementing security measures to protect sensitive data and ensuring compliance with data protection regulations.

Offering hands-on training sessions for sales teams, IT staff, and administrators. Providing reference materials and documentation to ensure smooth operations post-deployment.

Monitoring the system after deployment to ensure optimal performance. Making necessary tweaks and adjustments to optimize load times and responsiveness.

Configuring Microsoft Dynamics for mobile access, ensuring sales teams can access the system on the go. Training users on mobile-specific features and best practices.

Addressing any issues or challenges that arise post-deployment.
Offering a dedicated support line for troubleshooting and technical assistance.

Keeping the client's Microsoft Dynamics instance up to date with the latest patches and versions. Planning and executing upgrades without disrupting the client's business operations.

Setting up regular backup schedules. Implementing a disaster recovery plan to ensure data safety and quick recovery in case of unforeseen events.

Continuous advisory services on best practices, new features, and potential improvements. Assisting in the expansion of Dynamics to other departments or functionalities when the need arises

Assisting clients in understanding Microsoft Dynamics licensing models. Recommending the most cost-effective and suitable licenses based on the client's size and needs.

Assisting clients in understanding Microsoft Dynamics licensing models. Recommending the most cost-effective and suitable licenses based on the client's size and needs.