Projects undertaken by CRM Consultancy

We split our time between industry specific projects and the more general improvements or applications for CRM - and as we love nothing more than talking about the businesses and projects we have worked on, the following articles outline interesting projects or products we have built in the recent past.

If you are interested in obtaining more details of any particular project, or interested in a more formal reference of our work than please do not hesitate to get in touch with us.

Most Recent CRM Consultancy Projects

  1. We have extensive experience of integrating Document Management between Dynamics and SharePoint – however we recently worked with a client that wanted to store Images in SharePoint alongside Documents, and so we looked at using Picture Libraries integrated into CRM. Our Document Management App typically allows us to create and access SharePoint Document Libraries from records within Dynamics. .... More

    SharePoint Image Galleries in CRM

    James Binnie | 06/06/2017 10:00:00

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  2. When we think of reports we can sometimes think of big static spreadsheets of month-end data, and whilst these have their place, this kind of reporting can leave companies exposed to regular fixed reports that prevent drill-down or deeper analysis of the data. Often we see the requirement to provide clients with a more deeper look that empowers decision.... More

    Dynamic Dashboards

    CRM Consultancy | 21/12/2016 13:00:00

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  3. Whilst we live in an increasingly connected world using Portals, Email and Social Media to connect with our customers, sometimes nothing betters a well printed and formatted Letter or Report – particularly for communicating Client Updates or Contractual Information. This can be a problem for Dynamics CRM as the in-application Mailmerge Tools can be limiting, particularly for.... More

    XperiDo for Dynamics CRM

    CRM Consultancy | 16/11/2016 13:15:00

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  4. If you have worked with Dynamics CRM over time, then you will remember just how big an improvement CRM 2011 was over CRM 4 – bringing Dashboards, a new (back then!) and improved Office 2010 Interface, Field Level Security and the concept of Solutions amongst others. (In fact, back in 2010, I wrote a series of excitable blog.... More

    Upgrading Dynamics CRM 2011 to CRM 2016 (v8)

    CRM Consultancy | 25/08/2016 10:00:00

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  5. At its heart Dynamics CRM is an endlessly customisable platform, and this freedom allows Partners such as ourselves to take the existing Service Module of CRM and build towards a true Asset Management System for tracking complex assets and managing Case Handler Diaries. Service Management within CRM allows for the creation of Process flows, Business Rules and.... More

    Asset Management CRM

    CRM Consultancy | 17/11/2015 16:52:12

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  6. The Service Module of Dynamics CRM provides a strong customisable platform for Case Management and Service Ticketing - particularly when combining the powerful functionality for Activity Tracking through CRM and Outlook. However adding a front-facing Customer Portal provides the ability for the Customer to review their Case, the history of activities, and interact with the Agent online..... More

    Ticket Tracking in CRM

    CRM Consultancy | 17/11/2015 00:08:05

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