CRM Implementation and Integration

Services for Microsoft Dynamics CRM platform

Om Infotech Consulting provides the full set of consulting, customization and integration services for MS CRM platform.

You undoubtedly are aware of how important it is to know your customers and be able to provide them with custom offers that meet their needs. Still wondering how to do that?

Microsoft Dynamics Customer Relationship Management tools let you stay on top of the game, give your employees the knowledge and power to make every sale generate higher returns, and give you the valuable insight into your operations and new opportunities.

The solution is equipped with many customizable features, has a familiar feel, and is very affordable. If you want to change the way you manage your customer relations, just tell us, and we will offer you the right solution!

Om Infotech Consulting specializes in MS Dynamics CRM consulting, customization and integration and offers the following services

  • User Interface Customization
  • Web Parts Development
  • Custom Business Logic Development
  • Workflow Development
  • Localization
  • Training and Support

We enhance the SharePoint platform with complex documents, reference management, DAM, contact management and advanced search solutions.

Om Infotech consultants have very strong expertise in integrating Microsoft SharePoint 2003/2007 and line-of-business software, as well as other ECM solutions.

Preliminary Consulting

You think you need CRM to be deployed or modified? Start it smart and let Om Infotech Consulting experts analyze the existing problems and needs in order to define a clear set of goals to be reached with CRM implementation. With the involvement of your management team our consultants define your “as is” process and create the final “to be” schemes which lay the basis for any future development. Om Infotech Consulting experts have vast experience in CRM implementation for a number of industries and will suggest appropriate changes

Prototype Creation

To enhance your understanding of the future system’s capabilities, our consultants use your requirements to prepare a live demo (working prototype) of the key elements of your targeted “to be” process. This lets your team see and review the look of the end result. We find that after the prototype review some of the requirements change and more precise requirements are developed.

Project Planning

We calculate the budget and development time frames. For larger projects with heavy customization and/or integration requirements, it may be necessary to deliver the solution in several iterations, in order to minimize the time before the most critical changes in your process are made.

MS Dynamics Solution Deployment and Customization

If deployed in-house, the system is installed on your premises and customized in accordance with the defined requirements. At this point the system is used by a limited number of employees for a trial period, during which certain requirements can be further specified. Once the system is deployed and all the requirements and changes are implemented, the data migration process starts and will be supervised by Om Infotech experts to ensure a smooth and seamless transition to the new application.

Integration with 3rd party applications

While the CRM is a good tool on its own, you may gain even more from the additional integration of your CRM with existing ECM, ERP or Portal products. Om Infotech Consulting offers integration options with Microsoft products (including Sharepoint), with Microsoft Business Solutions products (including Axapta, Navision), and with 3rd party solutions like SAP and Oracle.