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PRODUCTS

DYNAMICS 365 SALES

DYNAMICS 365 CUSTOMER SERVICE

DYNAMICS 365 MARKETING

THESE COMPANIES USE DYNAMICS 365

Top 5 things we like about Dynamics 365

Along with the usual CRM for sales, marketing and services, it is surrounded by other D365 products such as field service, operations, finance and project service automation.

Microsoft Dynamics 365 connects with all Microsoft products seamlessly; for example Teams, Outlook, Power BI, SharePoint, One Note, LinkedIn, Windows, Exchange, etc.

The possibility to create apps to manage different sets of users and their core functions. For example, the Sales module of Dynamics comes with an OOB app called Sales Hub. The Customer service module comes up with a Customer service Hub. Businesses can create as many custom module apps as required to set tailored experiences for all D365 users.

The core of this concept is the Microsoft Common Data Model, which is a shared business database. It is the glue that connects all data and processes so that you can say goodbye to multiple silos of information.

Power Apps: Anyone who isn’t familiar with IT can build a PowerApp for a specific use, like for collaborators that don’t need to be CRM users. This makes it simple for users and very cost-effective. It is also supported by the MDM, which has all the required data elements. Power BI: Make informed, confident business decisions by putting data-driven insights into everyone’s hands. Power Automate: Boost business productivity to get more done by giving everyone the ability to automate organizational processes. Power virtual agents: Easily build chatbots to engage conversationally with your customers and employees with no coding required.

OUR SERVICES

Inception

Our inception process objectives aim at understanding the overarching goals of the CRM project and outline its critical success criteria.

Platform Selection

One of our service offering involves analyzing your business line and comparing CRM systems to determine which one best fits your organizational needs.

Implementation

As a part of the discovery process, we build a strategic CRM roadmap called a “project release plan” that we share and validate with our clients.

Training

Training is often overlooked in the deployment process. Many organizations view it as one more line item on an already long list of items they are paying for when, in reality, it increases the ROI of your CRM. Therefore, we require it with every project.

Support

Our customers can purchase a one-time bank of hours to work on a specific support project or specific set of services included in the bank of hours.

OUR SERVICES

CRM Software Implementation

As a part of the discovery process, we build a strategic CRM roadmap called a “project release plan” that we share and validate with our clients.

Business
Consulting

Our business consulting process objectives aim at understanding the overarching goals of the CRM project and outline its critical success criteria.

No-Code
Enablement

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User Adoption and
Change Management

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CRM Platform
Training

Training is often overlooked in the deployment process. Many organizations view it as one more line item on an already long list of items they are paying for when, in reality, it increases the ROI of your CRM.

Personalized
Support

Our customers can purchase a one-time bank of hours to work on a specific support project or specific set of services included in the bank of hours. 

CUSTOM APPS AND CONNECTORS​

Shopify connector​​​

Shopify is one of the most popular commerce platforms for online stores. Creatio Shopify Connector is a bidirectional connector to upload contacts, products and orders from Creatio to Shopify and back, providing validity of the links between entities.

Contact us for a live demonstration with our experts.

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Contact us for a live demo
with our experts

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*By signing up, you consent to receiving exclusive news, promotions, and other communications from Solutions Metrix via electronic messages (such as email). You may withdraw your consent at any time from receiving such electronic messages by selecting the unsubscribe option.