Get Optimal Dynamics CRM Customization and Configuration Services

Soluzione consultants have been implementing, customizing, building and maintaining Dynamics CRM systems for over a decade. It is our core business to help businesses overcome challenges and achieve better business results. We have Microsoft Certified Professionals and we undergo continuous training for ensuring quality customization and configuration of Dynamics 365 CE. Our consultants follow best practices and understanding of business processes accumulated during the last 15 years to enable you to reach an appropriate CRM maturity level. We help you realize your strategic vision, be it communication management and planning, step-by-step relationship development, or strategic relationship management.

The team and work culture at Soluzione is our key differentiating factor. Our team is passionate about what they do, and it is this passion that drives us forward continuously. We encourage innovation and creativity. Our problem solving belief is doing everything right every time. To ensure that you always get the cost-effective services, we specialize in 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 meet your requirements most effectively and reliably.

Microsoft has announced 1st December 2020 the Deadline to move to Dynamics 365 Unified Interface. All legacy web browser interface users will have to migrate to the Unified Interface. Soluzione offers a full review of your system in preparation for this required migration.

Our Approach to Ensure A Flawless Dynamics CRM Solution

Dynamics 365 Configuration

We can help you with everything on MS Dynamics 365 Configuration right from setting up the MS Dynamics 365, to configuring it for the correct security roles, configuring connected apps like SharePoint and many more. We prioritize the leverage of the inbuilt customization capabilities of the platform. We create layouts, dashboards, themes, apps and other components – all without writing a line of code. This allows for getting custom CRM UI in corporate branding make the system more convenient for your users and support several languages for international teams. Using the no-code configuration, we are able to configure your Dynamics 365 capabilities in a cost effective manner.

Dynamics 365 Customization

Based on the specific Business processes and CRM strategies followed by you, we can customize Dynamics CRM to collect and process the data your organization needs. This includes creation and modification of metadata, schema features, creating custom entities, fields, security roles, business logic, custom workflows, forms and views, dashboards, email and notification templates, reports, Power BI Dashboards and much more. We Build and Optimize Microsoft Dynamics 365 apps for mobile devices. Our solutions leverage the power of Microsoft Power Platform and UI path to build enhanced automation and data visualizations.

Build To Suit Custom CRM Modules

In-built configuration options in Dynamics 365 may not be enough to reach the CRM maturity levels required by an Organisation. We at Soluzione extend, build and deploy custom CRM modules from scratch to overcome limitations. We also help you install and configure solutions provided in the Solution Explorer or Microsoft AppSource. Various complex items that we can help you with are custom plug-ins, workflows, SSRS Reports, integration with 3rd Party Software using APIs, Microsoft Portals and Custom Portals. We have also built add-ons to optimize your efficiency and integrate with many complex systems like Xero, MYOB, QuickBooks and so on.

Why Soluzione for Microsoft Dynamics 365 Customization and Configuration?

We have been implementing, customizing, building and maintaining Dynamics CRM systems for over a Decade. It is our core business to help businesses overcome challenges and achieve better business results. Our team and work culture is our key differentiating factor. Our team is passionate about what they do, and it is this passion that drives us forward continuously. We encourage innovation and creativity. Our problem solving belief is doing everything right everytime. We have Microsoft Certified Professionals and we undergo continuous training for ensuring quality customization of Dynamics 365 Customer Engagement.

  • Microsoft certified Gold Partner.
  • Over 12 years in Microsoft Dynamics 365 consulting and customization.
  • C# .NET, Power platform, Angular and HTML development expertise.
  • Substantial industry-specific experience: we’ve been developing custom software in Multiple industries and geographies.

In many cases the in built configurations are not be adequate in reaching the required maturity levels. Soluzione can address such requirements by creating a new CRM module from scratch or help you by installing and configure those provided in the Solution Explorer or Microsoft AppSource. Our Dynamics 365 customization can be apt for:

 

  • Building Unique Line of Business solutions or UI components for user convenience e.g Kanban boards or Custom Activity timelines.
  • Building Custom workflows, tools and features, such as calculators, automatic lead scoring, or one-click quote generation.
  • Building Custom metrics and Dashboards for KPIs & performance management, etc.
  • Integration of Dynamics CRM with other corporate systems and tools (ERP, accounting, marketing automation, survey software, 3rd party sysytems etc.).
  • Dynamics 365 CRM integration with social media for Social CRM purposes.
  • Automation of Routine CRM tasks

How are Dynamics 365 Customization Projects done and delivered?

We start by defining the scope of requirements carefully to offer a precise solution that would definitely meet to our customers’ requirements. That’s why we deliver within the defined project scope, making sure you get the solution that meets performance, timeline and budget expectations. We undertake the following as required to plan and execute a customisation project.

  • Undertake a kick-off consultation to outline the possible solution to your business challenge.
  • Build proof of concepts if required.
  • Build and Demonstrate prototypes if required.

Ones contracted we start delivering sprints and a quality assured builds as per the project scaope. Most of our Dynamics CRM customization services include but often not limited to the following:

 

  • Building Unique Line of Business solutions or UI components for user convenience e.g Kanban boards or Custom Activity timelines.
  • Development and modification of metadata, schema features, entities, business logic, custom workflows.
  • Creation of forms and views, dashboards, e-mail templates and notification templates.
  • Development of Microsoft Power Platform or RPAs solutions to enable automation.
  • Optimization of Microsoft Dynamics 365CE for mobile devices.
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Soluzione is a Team of Experts and we specialize in delivering Microsoft Business Applications through our technical expertise, understanding of varied domains with extensive experience of our team and deep passion for customer satisfaction. We believe in highest level of quality and partnership more than service to customers thus building great relationships not just for a project but for a lifetime. 

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