computer-icon-menuCUSTOM MODULES MICROSOFT DYNAMICS

We have built a comprehensive range of Microsoft Dynamics modules that we can implement to your existing setup and tailor to your specific needs. All our modules are listed below along with their capability and which common business problems they can easily solve. If you are looking to further customise your existing setup please get in touch with us and we can discuss your requirements in detail alternatively you can read more about the 5 best features of Dynamics CRM in our latest blog.

We have built a comprehensive range of Dynamics CRM modules that we can implement to your existing setup and tailor to your specific needs. All our modules are listed below along with their capability and which common business problems they can easily solve. If you are looking to further customise your existing setup please get in touch with us and we can discuss your requirements in detail alternatively you can read more about the 5 best features of Dynamics CRM in our latest blog.

CUSTOMER SERVICE MANAGEMENT

Module Capability

  • Case management
  • Guided Case resolution process
  • Automatic Case creation and escalation rules
  • Configurable SLAs with countdown timers and alerts
  • Configurable support hours and allocations based on customer contracts
TIME MANAGEMENT

Module Capability

  • Easy activity creation
  • Automatic phone call record creation (dependent on phone system)
SALES MANAGEMENT

Module Capability

  • Pipeline management for both users and the business
  • Opportunity creation and tracking
  • Automated reminders and follow up tasks
  • Guided sales process
  • Mobile enabled
  • Dashboards for real time feedback
  • Goal management
PROJECT MANAGEMENT

Module Capability

  • currently being updated
DOCUMENT MANAGEMENT

Module Capability

  • SharePoint Integration
  • Version control
  • Document collaboration
  • Documents tracked against specific CRM records
  • Indexed searching
SERVICE SCHEDULING

Module Capability

  • Resource scheduling
  • Resource grouping by expertise
  • Offline mobile enabled workforce
  • Automation with workflow for fast, paperless turnaround of jobs
COMPLIANCE MANAGEMENT

Module Capability

  • Central data store for reporting
  • Auditing to give visibility of which users have changed records
  • Workflows and Business Process Flows to ensure users are following defined processes
  • Simple, configurable, Business Rules to ensure data integrity
INTEGRATED BILLING

Module Capability

  • Integration with most major accounts packages
  • Accurate, up to date financial information available to sales team
  • Ability to run credit control from CRM with automated alerts using workflow
CONTRACT MANAGEMENT (SLAs)

Module Capability

  • Automated, configurable, reminder process using CRM workflow engine
  • Users can configure their own reminders
  • Third parties can be notified when actions are required
HR MANAGEMENT

Module Capability

  • Central store of HR data
  • Absence approval process managed with workflow
  • Automated alerting when absence and sickness thresholds are reached
DASHBOARDS & REPORTING

Module Capability

  • Out of the box suite of commonly used dashboards and reports
  • Easy dashboard creation by users
  • Easy dashboard sharing
  • Reporting wizard to create more complex reports
  • Dashboard drilldown for management meetings
MARKETING MANAGEMENT

Module Capability

  • Lead management
  • Bulk emailing
  • Activity tracking
  • Bulk activity creation for callbacks
  • Dashboards for real time feedback

Here are the benefits of using us for your Dynamics CRM needs:


  • Collaboration – one joined up platform that does everything your business needs
  • Cost effective – avoid multiple high monthly subscriptions from third party systems
  • Boost productivity – improve overall business performance with a customised Dynamics setup
  • Unlimited flexibility – no more shoe-horning your business into your IT
  • Expertise – being certified Dynamics software developers you can be sure you will get the very best advice and service
  • Reliability – being cloud-based, disaster recovery, backups and the very latest infrastructure come as standard
  • 24 hour support – is available should you require it

We look forward to discussing your Microsoft Dynamics CRM software development requirements in more detail. Call or email us enquiries@infinitygroup.co.uk