Our Services
Whether you are new to Microsoft Dynamics 365 or are an existing user, our CRM team is here to help you unlock the full potential of your Microsoft Dynamics 365 and Power Platform applications through our innovative design and development skills.
Our combined CRM advisory, design, development and implementation services bring years of real-world experience in configuring systems to support specific business processes.
Our CRM team uses a finely tuned Agile delivery methodology that combines some elements of the more traditional Waterfall methodology. The initial Design and CRM solution architecture envisioned during the pre-sales process sets the goals and scope of the project. Then our Microsoft-optimized CRM methodology for Dynamics 365 / Power Platform / CRM / Portal deployment focuses on developing and deploying required functionality in a timely and iterative manner. Using Microsoft DevOps to manage multiple Sprints and Scrums provides a balance between creative design and project execution, ensuring that all of your CRM projects are delivered on time and within budget.
01.
Clarity of business goals is essential for a successful Microsoft CRM and Portal implementation. Our experts uncover the key business requirements that will drive a solution which aligns with your goals and objectives.
02.
Based on the initial Design and Architecture, we use sprints, usually 2-3 weeks, to add user stories and assign development tasks to the team. Daily stand-up meetings (scrums) are held to discuss progress and any blockers. Tasks are tested by Business Analysts upon completion. At the end of each Sprint, a demo is given to the client stakeholders to show progress, gather feedback, and manage and user adoption. Release to production only happens after system and user acceptance testing and training is complete.
03.
A successful go-live starts with a release to production and a specified period of "CRM Hypercare" where users get elevated support to ensure their adoption and to deal with any unforeseen technical issues. While the solution transitions from Hypercare to on-going support, the project team will then look at the backlog of desired features for the next release and the process is repeated until all the system requirements have been met.
With change in mind, we suggest you consider hitting the proverbial “RESET BUTTON” and re-evaluate ‘where you are now’; and ‘where you want to be‘.
