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Microsoft Dynamics 365 Customization

Throughout 5 years of Microsoft CRM customization, Qrapp's team has learned the ins and outs of the platform and is ready to deliver a unique CRM solution that will meet your specific business requirements.

To make sure you get a cost-effective and powerful CRM system, we focus on configuring strong out-of-the-box capabilities of Dynamics 365, and turn to code-based customizing only when it is indeed the most efficient way to solve your challenge.

Following an industry-focused approach to CRM customization, we’ll tailor Microsoft Dynamics 365 to your business processes with attention to your external environment, be it Healthcare, Banking and Financial Services, Retail, Telecommunications, or other industry.

Our Expertise in Dynamics 365/CRM
CRM platform configuration

At this level of Dynamics 365 fine-tuning, we leverage the inbuilt customization capabilities of the platform. We create custom fields, layouts, dashboards, themes, entities, apps and other components - all without writing a line of code.

Configuration is enough if you want to:

Exploiting the most of possible no-code configuration, we save you money and ensure you will be able to smoothly upgrade your Dynamics 365 in the future.

Dynamics 365 customization

Microsoft Dynamics 365 is a robust platform that can accommodate your ever-growing customer base and let you perform multiple managerial tasks beyond sales automation:

Business processes and CRM strategies vary from industry to industry. This calls for customizing Dynamics 365 to collect and process the data your organization needs for customer relationship management. We recognize it when a hospital needs to focus on their patients’ appointments and treatment progress, while a telecom keeps in mind their service subscriptions.

In total, our CRM customization services include but aren’t limited to

Development and deployment of custom CRM modules

When in-built configuration options are not enough to reach the CRM maturity level you aim at, Qrapp can create a new CRM module from scratch or help you install and configure those provided in the Solution Explorer or Microsoft AppSource. This type of Dynamics 365 customization can be apt for:

While coding, our team uses Microsoft-supported APIs. If unsupported customization is required, we carry out testing and deliver detailed documentation to minimize possible upgrade issues in the future and avoid vendor lock-in.

CRM Solutions for Your Challenges

Qrapp is ready to help you run business more efficiently by extending Dynamics 365 so as to fulfill your sales organization and management tasks, including

Sales and Marketing automation: custom sales pipeline to match your business needs, templates and workflows for email marketing, custom plug-ins to generate quotes in one click, etc.

Custom workflow notifications and alerts: more visibility in business processes and their milestones in the process of lead nurturing, opportunity management, customer satisfaction monitoring, event-triggered notifications for assigned parties (e.g. about an order or an appointment cancellation, an expired subscription, missed calls or meeting follow-ups), etc.

Sales team (member) performance management: digitizing your performance management program with custom metrics and reports.

Advanced analytics and reporting: custom reports and dashboards, custom KPIs and CRM tweaks to automate sourcing and processing of particular data.

Customer analytics: historic sales analysis, predictive analytics, and automatic identification of up-selling and cross-selling opportunities, as well as required re-engagement actions.

Integration with other systems: integration with the ERP to avoid data duplication, integration with an accounting system to display customers’ financial statuses directly in the CRM, and more.

Higher CRM adoption: customized dashboards for all user roles (sales person, sales manager, lead manager, marketing manager), brand-consistent CRM UI, etc.

Let’s Keep in Touch

Need Microsoft Dynamics 365 tailored to your company alone? Just contact our CRM experts for a free consultation and a PoC. We will help you get ultimate benefits out of your CRM system to structure and automate your sales and marketing management, grow the customer base, increase customer loyalty, and more.

See us in action!

We’d love to stay in touch. Describe the digital challenge you’ve faced, and we’ll get back to you with a solution we can offer.