Microsoft Dynamics CRM

Over the past 10 years, we’ve built an enviable reputation based on our commitment to Implementing projects to agreed timescales and within budget.

Key Concepts offers consulting and implementation services in the area of customer relationship management - (CRM) and eXtended Relatonship Management (xRM). We help companies to leverage the power of Microsoft Dynamics CRM platform to automate sales and marketing processes, as well as to increase customers' satisfaction from ongoing service. Thanks to our domain knowledge from multiple industries we know how to extend and customize Dynamics CRM to make it the powerful and efficient line-of-business system.

Whether your organization is evaluating Microsoft Dynamics CRM Solutions or looking to extend your existing implementation to provide additional value to users or stakeholders, Key Concepts is here to help. Our Microsoft CRM Dynamics Consulting practice assists you in identifying business application requirements, rapid development and implementation. We are experts in using Dynamics to assist our customers, and extending it with the flexibility and power of xRM. We implement xRM with the enterprise-class security features, scalability and flexibility that our clients demand.

Our Microsoft CRM Consultancy Services include

  • Data Transfer to import or export CRM data to or from your database.
  • Database integration to connect Microsoft Dynamics with back-office systems & other data sources to connect processes & improve information sharing.
  • Web integration including importing web leads from enquiry & registration forms.
  • Customising new CRM relationships or entities to manage bespoke processes like surveys, projects & events.
  • Configuring automated CRM processes including triggering automatic emails, updating mailing lists, case routing & more.
  • Health Check to give you a snapshot of your CRM environment. The purpose of the Health check is a mixture of problem identification, issue resolution and performance tuning activities.
    Some of the areas assessed in the Health check include:
    • Design & architecture
    • Entity & processes
    • System configurations
    • Backup & disaster recoevery planning
    • Integration
    • Security
    The Health check is an effective way to deliver the business proactive performance monitoring and verify your environment can be upgraded to the next version.

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