Businesses thrives on customer relationship management. Many organizations have specialists in these roles to manage their ever-changing needs. As a service provider Datanetiix understands the importance of customer service. We will assist you in creating a CRM design that is user-friendly, which will allow your sales and customer service executives effortless customer communications.

Microsoft SharePoint integration

Since the 2011 version, it is possible to store and manage documents within the context of Dynamics CRM records on a server that is running Microsoft SharePoint. This feature allows the use of advanced SharePoint framework for the content management infrastructure inside Dynamics CRM. With SharePoint integration, external users can view documents without having to access Dynamics CRM.

Why Dynamics CRM?

Marketing

It unites all aspects of campaign marketing management. Microsoft Dynamics Marketing enables your marketing team a seamless flow, from planning to execution, leveraging the power of Excel and Power BI to measure campaigns across channels from start to finish, bringing your marketing vision to life. You can engage customers one-on-one across channels, build your sales pipeline, and review the impact of your marketing investments in real-time.

Marketing module enables

Customer segmentation

Campaign planning and execution

Data extraction and cleansing

Analytics and reporting

Marketing/sales collaboration tools

Information sharing portals

Sales

The sales module provides tools to successfully manage the sales process, access potential contacts in real time, and identify potential customers.

Lead and opportunity management

Account and contact management

Territory and sales quota management

Forecasting and sales analytics

Offline and mobile device access

Sales literature management

Sales pipeline and competitor analysis

Quick access to products, pricing and quotes

Service

The service module allows management and monitoring services that are provided to the businesses clients, giving customer service representatives the tools to maintain a continuous system of support.

Account and contact management

Case and interaction management

Incident routing and queuing

Product and contract management

Knowledge-based management

Service scheduling

Workflow across teams and groups

Service reporting and analytics

Our Service offerings

Datanetiix can help you implement the Microsoft Dynamics CRM efficiently to store, retrieve, edit and maintain your customers data effectively. Further with the latest cloud technology we can help you access the customer information on the go.

Our end-to-end service offerings include

Consulting & Advisory

01. Architecture, Planning and Road Map

New Implementation, Upgrade and Failover or Disaster Recovery

02. Assessment & Recommendation

We perform Gap-Fit Analysis, check Application, Customization and BI Aspect. We provide additional help with Advance Technology Integration, and Automation.

Solution Design & Delivery

01. Implementation/Upgrade

Infrastructure Setup

Installation, Configuration & Data migration

02. Integration

Datanetiix is an integration savvy organization. We can integrate Dynamics CRM with Office 365 / ERP / EDI / ETL / Third-party portal / E-commerce website and your other key business systems.

Quality Assurance

Deployment & UAT Assistance

03. Development (Customization & Enhancements)

Module customization - Customizing CRM modules based on the business demand and User- friendly.

Report development - Customized reports for your business processes and report automation

24/7/365 Production Support

Our team of problem solvers can resolve your production issues, with tailor made mutually agreed upon SLA’s, which will assure continued support during your business and non-business hours. Our 24/7/365 support model will serve all your technical and functional issues thereby maintaining a smooth flow of your production systems.

01. Technical Issues

Troubleshooting - Failure Recovery & Bug-Fixes

Performance Tuning & Environment Monitoring

Pro-Active Maintenance - Hotfixes, Service Pack, Tax & Regulatory Updates

02. Functional Issues

Module configuration

Month-end / Year-end closures

End-user functional support

Passion meets Opportunity!

Essential Microsoft Cloud Services

Dynamics CRM

Dynamics CRM

Microsoft SharePoint integration

Why Dynamics CRM?

Marketing

Sales

Service

Our Service offerings

Datanetiix can help you implement the Microsoft Dynamics CRM efficiently to store, retrieve, edit and maintain your customers data effectively. Further with the latest cloud technology we can help you access the customer information on the go.

Our end-to-end service offerings include

Consulting & Advisory

01. Architecture, Planning and Road Map

02. Assessment & Recommendation

Solution Design & Delivery

01. Implementation/Upgrade

02. Integration

03. Development (Customization & Enhancements)

24/7/365 Production Support

01. Technical Issues

02. Functional Issues

Let's Talk

Main Navigation

Company

Services

Technology Services

Application Development

Mobile Apps

Innovative Technologies

IT Services

Infrastructure Management

DevOps

Quality Assurance

Partner Services

Platforms

Microsoft Dynamics / Dynamics 365

Salesforce

Servicenow

Workday

Passion meets Opportunity!

Essential Microsoft Cloud Services

Dynamics CRM

Dynamics CRM

Microsoft SharePoint integration

Why Dynamics CRM?

Marketing

Sales

Service

Our Service offerings

Datanetiix can help you implement the Microsoft Dynamics CRM efficiently to store, retrieve, edit and maintain your customers data effectively. Further with the latest cloud technology we can help you access the customer information on the go.

Our end-to-end service offerings include

Consulting & Advisory

01. Architecture, Planning and Road Map

02. Assessment & Recommendation

Solution Design & Delivery

01. Implementation/Upgrade

02. Integration

03. Development (Customization & Enhancements)

24/7/365 Production Support

01. Technical Issues

02. Functional Issues

Let's Talk

Main Navigation

Company

Services

Technology Services

Application Development

Mobile Apps

Innovative Technologies

IT Services

Infrastructure Management

DevOps

Quality Assurance

Partner Services

Platforms

Microsoft Dynamics / Dynamics 365

Salesforce

Servicenow

Workday

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