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Microsoft Dynamics CRM

Microsoft Dynamics CRM CRM project team planning meeting

Microsoft Dynamics CRM is one of the leading Customer Relationship Management platforms in the market, and it is now easier than ever to get started thanks to the availability of Dynamics CRM Online - a ready-to-run, hosted CRM solution.

One of the key benefits of Dynamics CRM is the ability to customise it in so many ways to suits your requirements - capturing the information you need to know, reporting what is happening across your business, and driving processes along to save time and administration.

With all these possibilities, the important thing is to know the capabilities of CRM and how best to tackle your customisation project.

Getting the most out of CRM software is not just a matter of turning it on and using it; customising it to fit your business processes and real-world use is essential to maximise return on investment.

Adam Vero, Microsoft Business Management Solutions Specialist

Meteor IT provides consultancy services to help you decide how to take your CRM deployment forward and can carry out the implementation and customisations that you need to achieve your specific business goals. We will work with you to analyse your existing or planned processes across your business functions including sales, marketing, fulfilment, customer service and finance and help you to plan a CRM system to suit your requirements. Whether you intend to deploy Microsoft Dynamics CRM on your own servers ("on-premises" mode) or using a cloud solution with CRM Online we can help you build a system to support your needs.

Our expertise will make every step of the implementation easier:

  • mapping your business processes
  • system setup and initial configuration
  • customising the user experience
  • creating custom entities to suit your line of business
  • configuring suitable security roles
  • developing automation to streamline process
  • building charts, dashboards and reports
  • data migration from legacy systems and other sources
  • user acceptance testing
  • data migration and import
  • bespoke training for end users and administrative staff

We are also happy to work with other Microsoft Partners on a freelance basis to provide CRM consultancy and implementation services on your behalf or as part of a team on larger projects.

Contact us to find out how we can help you get the most out of your Dynamics CRM implementation.