Microsoft Dynamics 365 Customization
Throughout 13 years of Microsoft CRM customization, ScienceSoft’s team has learned the ins and outs of the platform and is ready to deliver a unique CRM solution that will meet your specific business requirements.
Following an industry-focused approach to CRM customization, we’ll tailor Microsoft Dynamics 365 to your business processes with attention to your external environment, be it Healthcare, Banking and Financial Services, Retail, Telecommunications, or other industry.
To make sure you get a cost-effective and powerful CRM system, we focus on configuring strong out-of-the-box capabilities of Dynamics 365, and turn to code-based customizing only when it is indeed the most efficient way to solve your challenge.
CRM platform configuration
At this level of Dynamics 365 fine-tuning, we leverage the inbuilt customization capabilities of the platform. We create custom fields, layouts, dashboards, themes, entities, apps and other components - all without writing a line of code.
Configuration is enough if you want to:
- wrap up your CRM UI in corporate branding
- make the system more convenient for your sales reps and managers
- digitize your business processes
- support several languages for international teams
Exploiting the most of possible no-code configuration, we save you money and ensure you will be able to smoothly upgrade your Dynamics 365 in the future.
Dynamics 365 customization
Microsoft Dynamics 365 is a robust platform that can accommodate your ever-growing customer base and let you perform multiple managerial tasks beyond sales automation:
- sales team performance management
- sales forecasting
- sales and marketing alignment
- strategic LTV measurement
- customer analytics, customer experience management, loyalty management, etc.
Business processes and CRM strategies vary from industry to industry. This calls for customizing Dynamics 365 to collect and process the data your organization needs for customer relationship management. We recognize it when a hospital needs to focus on their patients’ appointments and treatment progress, while a telecom keeps in mind their service subscriptions.
In total, our CRM customization services include but aren’t limited to
- Creation and modification of metadata, schema features, entities, business logic, custom workflows
- Design of forms and views, dashboards, e-mail and notification templates
- Optimization of Microsoft Dynamics 365 for mobile devices
Development and deployment of custom CRM modules
When in-built configuration options are not enough to reach the CRM maturity level you aim at, ScienceSoft can create a new CRM module from scratch or help you install and configure those provided in the Solution Explorer or Microsoft AppSource. This type of Dynamics 365 customization can be apt for:
- Routine tasks automation
- Unique UI components for user convenience
- Custom tools and features, such as calculators, automatic lead scoring, or one-click quote generation
- Custom metrics for member performance management, etc.
- CRM integration with other corporate systems and tools (ERP, accounting, marketing automation, survey software, etc.)
- CRM integration with social media for Social CRM purposes
While coding, our team uses Microsoft-supported APIs. If unsupported customization is required, we carry out testing and deliver detailed documentation to minimize possible upgrade issues in the future and avoid vendor lock-in.
ScienceSoft implemented a robust customer portal integrated with the Dynamics 365 Sales module. They also conducted training on all scenarios of using the portal for our sales team, which encouraged high user adoption of the solution. The B2B customer portal meets our business needs of enhanced pricing invoicing and contracting and overall client communication. We are fully satisfied with the solution and the assistance of ScienceSoft’s team.
Shorouq Basnawi, Commercial Applications Sr. Analyst, SAL Saudi Logistics Services
Sales and marketing automation
Custom sales pipeline to match your business needs, templates and workflows for email marketing, custom plug-ins to generate quotes in one click, etc.
Sales team performance management
Digitizing your performance management program with custom metrics and reports.
Advanced analytics and reporting
Custom reports and dashboards, custom KPIs and CRM tweaks to automate sourcing and processing of particular data.
Historic sales analysis, predictive analytics, and automatic identification of up-selling and cross-selling opportunities, as well as required re-engagement actions.
Integration with other systems
Integration with the ERP to avoid data duplication, integration with an accounting system to display customers’ financial statuses directly in the CRM, and more.
Higher CRM adoption
Customized dashboards for all user roles (sales person, sales manager, lead manager, marketing manager), brand-consistent CRM UI, etc.
Custom workflow notifications and alerts
More visibility in the process milestones of lead nurturing, opportunity management, customer satisfaction monitoring; event-triggered notifications for assigned parties (e.g., an order cancellation, missed calls).