Increase offers a range of CRM enhancement services to ensure that your Microsoft CRM solution continues to evolve to meet your requirements. Our CRM heroes are certified Microsoft Dynamics CRM consultants and can help you with workflow configuration, system customisation, add-on products and system integration. By using Increase’s certified Microsoft CRM consultants you never have to worry about technical training or the supportability of any changes you make – we’ll take care of everything for you.
Increase can help you configure Microsoft CRM to automate business processes by creating workflows to carry out routine tasks. These processes can be designed to ensure that the right information gets to the right people at the right time, and help your users keep track of the steps they have to take to complete their work.
You can define, automate, and enforce specific business rules, policies, and procedures. For example, Microsoft CRM can automatically escalate overdue service requests, alert salespeople about opportunity management issues. Or, incoming leads can be automatically assigned to sales people based on the properties of the lead.
Increase can help you customise Microsoft CRM forms and views for your users. For example, Increase can customise the schema, including adding, modifying, renaming, or deleting record types and fields. We can also modify the user interface by changing form and view content and defaults, adding or modifying reports, and changing the default filter for reports.
For larger Microsoft CRM customisation projects, we recommend working with one of our Increase Implementation Partners.
Increase provides a range of add-on solutions from our Increase Solution Partners.
Popular Increase CRM add-on solutions include postcode and address validation, duplicate detection, relationships, events, alerts, surveys, quotes and proposals, forecasts, email case management, customer portals, local government process templates, software development kits, vertical industry packs, and many more.
If you develop add-on products for Microsoft CRM and are interested in becoming an Increase Solution Partner, please contact us.
Increase can help you integrate Microsoft CRM with other on-premise or hosted systems.
Your Microsoft CRM can be integrated with your other systems using Web Services, BizTalk Server 2006 or Scribe Insight and Scribe Adapter for Microsoft Dynamics CRM. For example, you could integrate your accounting or enterprise resource planning system with Microsoft CRM to give your CRM users insight into a customer’s accounts payable records or real-time warehouse inventory levels.
For larger Microsoft CRM integration projects, we recommend working with one of our Increase Implementation Partners.