Customising Microsoft CRM

One of the real strengths of Microsoft Dynamics CRM is the ease with which it can be customised to fully support your business. This may be simple tailoring to suit your terminology or more complex CRM development allowing you to run operational processes through the Dynamics CRM system.

As Microsoft CRM experts, we will help you understand the areas of your business that Microsoft CRM can support allowing you to consolidate your activities into a single, easy to use software platform.

You may want to manage information around your products, manage your resource and skills requirements around projects, perhaps manage large fleets of vehicles. Whatever the individual requirements of your business, we can help you implement Microsoft CRM to support these.

Consolidating your activities into a single business application improves communication between departments, allows staff to work more efficiently and ensures valuable data is accessible for business reporting - you can make better business decisions based on more meaningful information.

Microsoft CRM offers a large range of end user customisations and in most cases these can be made by non technical staff using nothing more than the instructions provided in the extensive Help section.

Deployment wide customisations are normally undertaken by a system administrator or a Microsoft CRM partner such as Excitation. A series of management interfaces are built into the Dynamics CRM software that make customisation quick and easy.

For more complex CRM development, Excitation may need to create some custom code to provide the solution you require. Even in these cases, Microsoft CRM is ideal as bespoke CRM development is far easier than it would be with the majority of other customer relationship management solutions.

Excitation's experience and deep technical knowledge of Microsoft CRM will ensure that your system is designed to support your business, your staff and most importantly, your customers. As Microsoft CRM experts we will implement Microsoft CRM, helping you extend this throughout your business, driving real value from your Dynamics CRM investment.

Take a look at some of our case studies - you'll see how as Microsoft CRM experts we have helped our customers implement Microsoft CRM to drive the growth of their business.

Case Study: Profiling data against exact categorisations

London First required a replacement for an existing Goldmine system, and a CRM partner that could successfully migrate the existing database to a new CRM system.

" Excitation has enabled us to easily build highly targeted lists against member profiles..."

Read the London First case study

Read the London First case study

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