CRM Services
for Dynamics 365 CE

Would you like to digitize your company? Then we offer you professional CRM services for Dynamics 365 CE, the cloud solution from Microsoft. With CRM, you can automate your business processes, make your sales and marketing activities more effective and improve your service quality. We advise you on the selection, customization and integration for your individual requirements and goals. We also offer you mobile apps, interfaces to other systems, CRM training and support. This allows you to exploit the full potential of Dynamics 365 CE.

We transform
your business

Our Range of Services for you

We analyze your processes, determine your requirements and advise you on how you can design your tasks efficiently with Dynamics 365 CE. Let us convince you of our holistic concept.

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We review your existing on-premises Dynamics CRM solution to pave the way to the cloud. We set up a cloud tenant and migrate the existing data, including customizing, business rules and workflows. This is followed by the migration of existing interfaces for connection to the cloud.

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The CRM implementation comprises several phases. It starts with a workshop on the process and potential of the CRM implementation with Dynamics 365 CE. This is followed by a detailed requirements analysis and the creation of a specification sheet. In order to guarantee a solution that is optimally adapted to your company and your processes, the system can be configured with customizing. Our quality management monitors all phases. This is followed by the go-live in the company and further development planning steps.

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Learning through active practice: Training courses are essential for familiarity with Dynamics 365 CE. Processes become more effective, routines are built up and new workflows are established. Only when users feel comfortable using the software can its full potential be exploited.

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Whether SAP R/3, S4/HANA, Dynamics 365 Business Central or Finance, DATEV or other industry-specific ERP solutions. We connect your systems.

Thanks to our many years of experience with Microsoft CRM solutions, we can offer you a wide range of possible interfaces and thus create the basis for a future-proof, networked software landscape. Master data and transaction data are synchronized uni- or bidirectionally between CRM and ERP.

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Finally have your own app based on Dynamics 365 CE: Benefit from customized components and workflows for your processes. A mobile app developed by us can be flexibly expanded with individual functionalities. As processes and design are developed in cooperation with the users, the internal acceptance of a mobile app is very high. A dedicated app with a high level of user identification is the ideal prerequisite for a strong, sustainable business solution.

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Plan and complete tours and visit reports directly on the spot in the CRM. Digital visit reports help with upcoming customer appointments. Extensive insights into the customer’s sales trends and current customer service inquiries are available to you for preparation. Turnover and sales targets are compared with the current actual status. This means that you and your sales force always have everything in view in order to provide your customers with the best possible support.

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If our customers have a problem, we are happy to help.
Our certified customer service employees have extensive knowledge of the Dynamics 365 CE modules and the Microsoft Power Platform.

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