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The Microsoft CRM system is designed for
flexibility to allow you to easily modify
the system to meet the needs of your
business and industry-specific needs.
Customization
allows a
technical
developer to
enhance the
application
with
extensions
and add-ons.
-
Microsoft
CRM
offers a
rich
environment
for
advanced
customizations,
including
open
application
programming
interfaces
(APIs),
a
comprehensive
Software
Development
Kit
(SDK),
and
Microsoft
BizTalk
Server
2002
Partners
Edition.
-
Build
customized
integrations
with
third-party
business
solutions,
using
BizTalk
Server
technologies.
-
Extend
the
solution
to Web
services-for
example,
automatically
perform
credit
checks
whenever
new
opportunities
are
created
in
Microsoft
CRM.
-
Modify
and
extend
the
Microsoft
CRM
database
schema.
-
Enhance
Microsoft
CRM
functionality
to fit
specific
verticals
and
industries,
or build
new
applications
on top
of the
Microsoft
CRM
platform.
Configuration allows a system administrator to shape the application to fit business processes.
-
Modify
business
management
settings.
-
Use
flexible
default
settings
to
mirror
your
business
model by
mapping
organizational
structures,
including
departmental,
management,
and team
structures.
-
Ensure
information
is
protected,
yet
accessible,
by
selecting
from a
wide
range of
user
roles
and
access
rights,
or
modify
or
create
roles
that fit
unique
needs.
-
Automate
business
processes.
-
Set up
and
modify
rules
that
automate
business
processes,
including
leads
routing
and
notifications,
opportunity
and
pipeline
management,
case
management,
and data
transfer
to other
applications.
-
Use
workflow
rules or
build
sales
methodologies
to
automate
stages
in the
selling
process
and
establish
milestones
for
assessing
sales
activity.
-
Create
customized
e-mails
and set
up
specific
rules
for
automatic
order
fulfillment
notification,
leads
and
opportunity
follow-ups,
service
requests
follow-ups,
and
more.
Personalization allows end users to set preferences for their view of the application.
- Tailor forms and views for different roles in the organization.
- Quickly customize virtually any form within Microsoft CRM-accounts, contacts, opportunities, cases, orders, and more-so that you capture and manage the exact data you need to increase sales and service effectiveness.
- Easily add new fields to fit the data needs of a specific industry or business.
- Modify information views across the solution so that users can see critical information at a glance and sort data across records according to specific business needs.
- Create custom templates for mail merge, e-mail, knowledge base articles, and quotes, helping ensure systematic content management and consistent customer messaging.
i3solutions has a proven history of
implementing sales force automation
solutions for businesses since 1997. For
more information about the Microsoft CRM
system, please email
sales@i3solutions.com or
call
703.652.8914.
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