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Why re-invest the wheel? Why take the path of risk and complexity when there is a simple and reliable alternative?
Most businesses do not have the budget to invest tens or even hundreds of thousands in software development projects. Instead of investing huge amounts of money in risky development, you can reduce risks, more quickly enjoy the benefits of readymade software products and pay only according to use.
We at Online Systems, have developed fully functional and ready to use integrated applications based on Microsoft Dynamics CRM, NAV and GP for automotive, insurance, healthcare, legal, engineering, hospitality, investment banking, and service based industries, and that can manage the entire CRM and sales functions, service requests, time, expenses, supply chain, project management, invoicing and payment collection.
Our applications integrate essential business processes into a single database system and brings all business data together in one place. So, when you enter data once, it can be accessed across your applications. This means less re-keying and duplication of data and this allows you to achieve greater productivity at less time and higher efficiency with critical data. You, your team, and your customers and suppliers can access all your business data from wherever you need to be working, on site or off site and round the clock. You have a unified view of the business. Your sales team can have visibility of customer calls, records, balances, stock levels, at any time, and your accountant can access full customer history at any time... the list goes on. Microsoft Dynamics CRM works within Outlook, so users will need minimal training to become super users, and we provide custom made mobile interface as well.
Microsoft CRM Customisation
We apply cutting edge technology and tools in Microsoft CRM customization for adapting the software for special applications and upgrading with new functions which are not available out of box. We have following examples of our experience with Microsoft CRM customization:
- Entity and attribute customization in MS CRM 3.0 and 4.0
- Forms and Views customization
- Personal data views for users
- Custom buttons, menu, side tabs
- Modified sitemap for custom navigation pane
- Form customization with custom data fields for specific data, custom attributes, and entities
- Tabs and Sections customization by adding and removing fields in leads,contacts and accounts
- Client-side coding and form customization with custom scripts, form events,and field events, and Form OnLoad event to manipulate field values
- Information Bridge Framework customization to display custom attributes with default and custom entities
- Custom sales, marketing and customer service report development with MS SQL Reporting Service
- Custom Charts and Graphs integration with Reports and output export functionality in Excel, PDF and Word
- Custom Forms creation in the web portal and data transfer from web form to Microsoft CRM
- Rename, addition and deletion of entities, Append, Append to, Share, Assign, Delete, Retrieve, Update, Create, Cascade All, Cascade Active, Cascade none,Cascade user owned Add new attributes with customised cascading behavior and relationships
Our experience in Workflow customization in MS CRM 3.0 and 4.0
- Automatic Hot leads routing with notification from marketing person to Sales person
- Automatically escalate overdue requests and issues to higher level
- Alert salespeople about sales pipeline activities
- Alert sales person about key events based on the lead state
- New Activity creation as per defined conditions
- Auto sending of an e-mail message to follow-up leads
- Auto sending of email to close a sale
MS CRM integration with Sage and Dynamics GP with custom coding to read customer financial status in Sage, and to create a customer in Sage as soon as the prospect becomes a customer in MS CRM and to post Sales Orders in Sage from MS CRM.
If you want to know more about our Microsoft Dynamics Solutions, please contact us.
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