CRMCS: Adding Dynamics to Consultancy

The crux of getting the best out of Dynamics 365 is in knowing its capabilities alongside possession of an excellent knowledge of Microsoft Cloud Services and, its collaborative technologies such as SharePoint and Teams.

At CRMCS, we take this one-step further. We know the Microsoft environment so well, that we've developed our own proprietary technologies and Apps, extending the capabilities of Dynamics 365, beyond the norm. That's why clients love our Dynamics 365 consultancy model.

Taking Dynamics beyond the Cloud

We provide expert bespoke consultancy solutions for Dynamics 365. Whether it's optimising your out of the box configuration; incorporating our own Apps and extensions; or, delivering innovation through regular Sprints. We're able to refine and improve your CRM, to its absolute limit.

Expert Problem Solving

We find the right tool for the job – this can be an aspect of the Microsoft Cloud you've not previously considered, tailoring the systems to fit your processes, or using our family of Apps, tool-kits and proprietary technologies to push cloud capabilities beyond expectations.

We've road tested our approach and our solutions since setting up in 2015, and so our real-world solutions really do work.

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Ongoing Innovation

CRMCS has a reputation for developing extensions within the Dynamics 365 platform. We've built up a unique toolkit over the years, which we've developed and fully road-tested - giving us the additional technologies to make Dynamics 365 work in the ways that our clients need to get the best from technology.

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Unlock your Cloud Potential

Exploiting the full benefits of the Microsoft cloud relies on an in-depth insight into what's achievable out of the box, versus when you need the right building blocks. CRMCS understands what functionality works best, instinctively knowing when to customise, configure or develop.

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Sprints

Employing Sprints enables us to allocate dedicated time to overcome existing challenges, fine-tune ongoing improvements and introduce new technologies to your business. At the start of each month we discuss the objectives before committing to agreed deliverables.

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Migrating NorthEdge Capital to Dynamics Unified Interface

See why leading independent lower mid-market private equity firm NorthEdge Capital invests in CRMCS to upgrade Dynamics to the new Unified Interface.

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We find the right tool for the job – this can be an aspect of the Microsoft Cloud you've not previously considered, tailoring the systems to fit your processes, or using our family of Apps, tool-kits and proprietary technologies to push cloud capabilities beyond expectations.

We've road tested our approach and our solutions since setting up in 2015, and so our real-world solutions really do work.

The relationships we build with clients are equally as strong as the solutions we deliver. Our teamed approach to problem solving helps us use our expertise, bringing a new business focus to the way you currently use the Microsoft Cloud.

As well as maximising and extending your Microsoft CRM environment, CRMCS can help you avoid the pitfalls caused by common problems. We will guide you towards future-proofed technology solutions and, ultimately, move you towards the holy grail of CRM - improved user adoption.

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CRMCS has a reputation for developing extensions within the Dynamics 365 platform. We've built up a unique toolkit over the years, which we've developed and fully road-tested - giving us the additional technologies to make Dynamics 365 work in the ways that our clients need to get the best from technology.

Our mantra means we have 'can-do' positive approach to getting you the best results from Dynamics 365. Backed up by strong individual client relationships. Some of the proven technologies we've developed include:

  • Over Time Tasks - our proprietary framework for handling bulk data operations incorporates data cleansing, migration, recovery from audit, through to go-live support. Our framework integrates fully into Power Automate to leverage low-code Flows with our detailed 'pro-code' task logic. It really helps companies who are looking to move faster in the cloud.
  • Microsoft Teams - CRMCS' novel proprietary technology means that for the first time you can integrate SharePoint, Teams and Dynamics 365, together in the cloud. Because Teams is now recognised as the backbone business application for collaboration, CRMCS is now at the leading edge of innovation, with its AppSource approved solution helping more and more clients get the best from their business.
  • Dashboarding - we have developed our approach to adding Dashboards and Analytics into Dynamics 365, based around our IP. And, this provides an easy route to making CRM more engaging, promoting user adoption. We use our own technology as a method of scaling up to Microsoft's technology for Power BI. In essence, using the right tool, at the right time.
  • Information Strategy - MMany of our clients continually process vast volumes of data, including email and documents. CRMCS has developed a dedicated tool-kit to manage this sea of data, across Dynamics 365, SharePoint and Teams. We're able to gain better user adoption, reduce inefficiencies and data loss. Additionally, our technologies speed up response times and places information at each users' fingertips, just when they need it.
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Exploiting the full benefits of the Microsoft cloud relies on an in-depth insight into what's achievable out of the box, versus when you need the right building blocks. CRMCS understands what functionality works best, instinctively knowing when to customise, configure or develop.

Essentially, we are strong at judging whether you are better off with a 'no-code', 'low-code' or 'pro-code' solution. This is because we've worked with the Microsoft cloud since its inception, and we can help you get the most out of your investment in the cloud.

What this means is practice is:

  • Configuring & customising the platforms - Dynamics 365, SharePoint, Power Apps and Teams all need configuring and/or customising. Our aim is to tailor each of these individual platforms into one uniform solution to streamline your business.
  • Empowering your teams - CRMCS enjoys sharing its knowledge, training citizen developers to put your platforms to best use. Imparting our expertise helps you grow and ensure that innovation comes from within your team, as well as from us.
  • Optimising your cloud capability - it's a challenge to discover the true potential of Azure and Microsoft's cloud services. Even if you had the full insight into what you can achieve, it's likely that you'll benefit more from introducing cognitive services for machine learning. Or, Infrastructure as a service - an excellent tool for IT governance. CRMCS knows what the Microsoft cloud can do. And, how to do it.
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Employing Sprints enables us to allocate dedicated time to overcome existing challenges, fine-tune ongoing improvements and introduce new technologies to your business. At the start of each month we discuss the objectives before committing to agreed deliverables.

The way we design Sprints allows you to secure our time every month. You'll benefit from accessing our immense knowledge of your platform and its associated technologies. Plus CRMCS' business experience enables you to get everything you can leverage from your CRM.

Typical examples of Sprints activities include:

  • Customising Dynamics 365 to improve workflow or business process flow
  • Adding dashboard functionality using CRMCS' own IP or enhancing a Power BI implementation
  • Defining the best Content Types for tracking Documents and Emails; deploying CRMCS unique IP technologies to achieve the optimal information strategy. And, including SharePoint integration.
  • Deploying CRMCS bespoke technologies for Over Time Tasks to automate merging of duplicate data
  • Analysis of Asset Management methodologies to capture checklists of information. Followed by integration of a Microsoft Cloud-based App or our own bespoke technologies, to solve the challenge.
  • Advising how Microsoft Forms should be integrated into Dynamics 365; with Power Automate, using the platform for Forms and Flow
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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.