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Dynamics CRM

Dynamics CRM

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?


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
  • Let's Talk

    Are your Sales and Customer service people happy using your CRM? If not Clickhere to schedule a meeting with our Dynamics CRM experts, we will understand their pain points and fix them.