If you are already using Microsoft Dynamics 365/CRM you may want to think about customizing the system to match the way your business works and to integrate with other applications.

There's so much that can be done to make Dynamics 365 more relevant to your business. For example, forms can be changed to include additional fields, fields can be renamed or the whole form layout changed to match the way you want to see data.

A powerful feature that is often overlooked, is the use of workflows to implement  business processes. For example, your service department sends an acknowledgement email whenever a customer logs a new incident. Dynamics 365 can do this automatically using workflow. Your service representative creates the incident in Dynamics 365 and an email is automatically sent to the customer confirming the details.

We can help you review your business processes and implement appropriate customizations.