CRMCS: Bespoke Projects for Dynamics

We've helped many clients achieve digital transformation, unleashing the power of Dynamics, through bespoke projects, to optimise their long-term business goals. We place a strong emphasis on getting to know your organisation; its culture and most importantly, your detailed business objectives.

Our ethos is to clearly define your project alongside weekly, measurable deliverables, avoiding scope creep and in turn, helping you to accurately monitor our progress against the agreed project plan. We use our expertise, proven technologies, and our own AppSource approved Apps to deliver every project. Every activity is centred around the Mission Statement we agree prior to the start of your project.

Making the best Technologies work for your Business

It's always a challenge to employ the best technologies for any business. CRMCS' expertise in managing small-to-large scale Dynamics projects, ensures that you'll benefit from having the right technologies implemented in the optimal way to help your business grow.

Understanding the Scope

Once we immerse ourselves in the background and culture of your organisation, we consider the business objectives, alongside best-in-class technology choices. Working in partnership, a defined Mission Statement is agreed and CRMCS can begin the digital transformation journey.

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Managing Deliverables

The CRMCS way is to clearly define and map how objectives translate into deliverables - rather than simply measuring a project by time or unambiguous targets. We provide a working plan to monitor all activities against deliverables, on a weekly basis.

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Delivering Technology

Understanding your organisation is a key prerequisite to achieving the best solution for you. The Microsoft Cloud's expansive range of options; including Apps and Services, is used together with our own unique technologies, in delivering the right technologies for you.

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Delivering Projects

Each bespoke project is essentially Change Management. The CRMCS approach is to explore your current challenges, map out an agreed Mission Statement and budget effectively to enable us to have a full focus on the changes we need to deliver.

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Once we immerse ourselves in the background and culture of your organisation, we consider the business objectives, alongside best-in-class technology choices. Working in partnership, a defined Mission Statement is agreed and CRMCS can begin the digital transformation journey.

Having a clear and concise Mission Statement is pivotal to defining the objectives of your project. It informs and empowers everybody involved in managing and monitoring the project, thus avoiding the pitfalls commonly associated with IT or technology projects.

  • Objectives - your project Mission Statement is chartered into key business objectives. They clarify precisely what your business wants to gain from the project, prior to drafting a detailed functional requirements catalogue.
  • Background - Often, to know where you're going, it helps us to understand where you have come from. And, how to hope to realise your business goals. From our perspective, learning your histories and journey, helps us understand how your corporate values and its culture is today. This knowledge is important to how we approach adapt to change. It's key to how we maximise user adoption within your organisation, ensuring that you get what you want from your investment.
  • Scope creep - Traditionally projects go off-track because the objectives aren't clearly defined prior to commencement, or, there's necessary distractions that prolong delivery, usually adding unnecessary associated costs. The CRMCS way of carefully crafting a Mission Statement, which is agreed by everyone, helps us keep our focus firmly on agreed deliverables, within the initial budget.
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The CRMCS way is to clearly define and map how objectives translate into deliverables - rather than simply measuring a project by time or unambiguous targets. We provide a working plan to monitor all activities against deliverables, on a weekly basis.

  • Activities - With a jointly agreed Mission Statement for your project, every objective is broken down into measurable deliverables. In turn, activities are assigned to deliverables. CRMCS provides a detailed weekly report on each individual deliverable.
  • Focusing - Having well-defined deliverables helps CRMCS focus on each and every business objective. Projects are managed to the agreed scope of individual deliverables together with the clearly defined technologies that will be employed. All activities are kept within agreed budgets, the end result being a project fully focused on delivering the agreed project on time.
  • Reporting - CRMCS uses regular reporting to survey what's been completed during the week and , what needs to be completed before the end of the next week. Anything which may block progress is highlighted in a timely manner, together with any outstanding challenges that we're likely to face. CRMCS believes that structuring projects directly into deliverables provides the best framework for a successful project outcome for you.
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Understanding your organisation is a key prerequisite to achieving the best solution for you. The Microsoft Cloud's expansive range of options; including Apps and Services, is used together with our own unique technologies, in delivering the right technologies for you.

Our expertise is your guarantee that we'll know what technologies to use to deliver your expectations. And importantly, how to correctly configure the technologies in the right way - absolutely essential to delivering the best final outcome for your organisation.

  • Backbone - CRMCS high expert core competencies within Dynamics 365, Power Apps, Office 365, SharePoint, Teams, Azure and the Microsoft Cloud. As an AppSource approved developer, we have developed a number of Apps and unique plugin toolkits, adding extensive additional functionalities to every client project.
    • We take Data and Process into Dynamics 365 and PowerApps
    • We significantly enhance collaboration, document and information management, between Office 365, SharePoint and Teams.
    • We harness workflow and integration through Power Automate.
  • Focus - We're well versed in developing and delivering outstanding project outcomes across a range of industry sectors. There are several areas where CRMCS excels, having an in-depth understanding of the platforms and requirements within specialist markets. And, with a second-to-none track-record of delivering successful projects. These include industries with a need for:
    • Project Management
    • Asset Management
    • Account Management
    • B2B Sales
    • Multi-Channel Marketing
    • Complex Case Management
  • Features - CRMCS can help you link your platform to additional features which improve working lives and drive efficiency. The features we use are from the Microsoft Cloud and from our suite of dedicated Apps and technologies, engineered specifically to stretch Dynamics 365 out-of-the-box capabilities.

    Some of the features we use include:
    • Cognitive Services to incorporate Machine Learning
    • Dashboards to aid user-adoption and deliver more efficiency
    • Collaboration across Dynamics, SharePoint and Teams
    • Intelligent document management
    • Over Time data cleansing and manipulation
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Each bespoke project is essentially Change Management. The CRMCS approach is to explore your current challenges, map out an agreed Mission Statement and budget effectively to enable us to have a full focus on the changes we need to deliver.

  • Discussing the challenge - We've planned, managed and delivered many successful client projects over the years, so we recognise how best to approach bespoke projects. We always provide an initial free-consultation, to learn and discuss what your challenge is; draft the outline Mission Statement together with objectives, and; translate this into deliverables and an estimated budget.
  • Achieving change - Once our proposal has been agreed, we embark on the journey of starting the digital transformation, introducing a robust change-management plan, based on the scope and technologies required.
  • Partnership - Our innovation comes through true partnership and expertise. Developing strong partnerships is at the heart of everything we do. We respect that every client and every project is different, so we continually look for better ways to drive improvement, from the moment we begin working with you, through go-live and into the support phase.
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Understanding your challenges

Our strong understanding of CRM and emerging technologies within the Microsoft environment means we delivery the right solutions for you.

Proven Real-World solutions

As a leader in the field of Dynamics solutions, our pedigree in developing and delivering real-world solutions is unsurpassed.

Long-Term support

We provide support beyond our design, implementation and 'go-live' delivery using Springs and continual updates to our AppSource apps.