Microsoft CRM Integration

CRM Migration

CRM Reporting

CRM Add-ons

DataArt’s approach to implementing a CRM strategy is client centric, beginning with the understanding of a client’s needs and business processes to implement a solution that is tailored to each specific business. DataArt’s experience with data management and our disciplined implementation allows us to reduce time-to-market, and to minimize risks and operational disruptions. The results of the Microsoft Dynamics CRM 4.0 implementation by DataArt will empower specialists across a client’s firm to sell more effectively and to provide customer support with tools that work.

Planning

DataArt Microsoft Dynamics CRM Business Analyst and Solution Architect analyze a client’s existing business processes, gathers business and technical requirements and develop a plan to implement the solution based on the client’s needs.

Integration

The full potential of Microsoft Dynamics CRM is achieved only when all the customer tracking systems are integrated into the CRM strategy. DataArt’s experience with complex database systems, data warehousing and systems engineering ensures that when a client decides to implement Microsoft CRM, they will be supported by complete back-end integration, providing both the data and processes needed to win and keep customers.

Installation and Configuration

DataArt CRM professionals know where the landmines are. A qualified CRM System Administrator first evaluates a client’s IT infrastructure to determine whether it’s ready for a Microsoft CRM server installation, reports problems and suggests any necessary changes and upgrades in hardware and software. The next step is to install and configure the Microsoft CRM 4.0 server on the client’s server and check for basic functions (such as e-mail routing) and any malfunctions.

Customization

DataArt experts develop custom implementation plans of Microsoft Dynamics CRM 4.0 including:

• Business processes automation through CRM Workflows and Plug-ins
• Interface customization
• User-interactive interface through JavaScript

Case Studies

Planning, Installation and Configuration of a Microsoft CRM 4.0 server

The task was to install a fully operational Microsoft CRM 4.0 server, which called for hardware requirements analysis and a server cluster configuration. The Microsoft CRM server was supposed to handle more than 500 CRM users without performance drawbacks, be scalable for future needs and be basked-up on a regular basis. The CRM system must also be accessible from an intranet and from the internet.

Result
A fully operational Microsoft CRM-server was configured and customized according to the company’s business needs. The new CRM system has been in use for over a year and had a significant impact on increasing the overall effectiveness of the existing customer relationship management strategy, allowing for better tailored marketing campaigns and automation of mass mailing functions.

Technology
CRM server configuration, e-mail router configuration, MS SQL server optimization

Project Timeframe
One month