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Customizations

Microsoft Dynamics CRM can be easily modified to meet your business needs. Whether it is simply a few small changes supporting your rapid CRM deployment, or more advanced application development, our team works with you to design the system you need to run your business.

Technology professionals find Microsoft Dynamics CRM easy to customize and build on. You can:

  • Seamlessly integrate Microsoft Dynamics CRM with other Microsoft software and third-party solutions.
  • Quickly automate business processes.
  • Customize and control data access for advanced security.
  • Build rich integrations across your organization with Web services.

Dynamics CRM

Business Process Automation: Reduce Costs, Increase Results

Many companies face obstacles in fully integrating business process automation CRM solutions into their organizations. But we designed Microsoft Dynamics CRM to synthesize with existing systems, giving employees access to familiar tools. This can lower training costs, decreased ramp-up time, and fewer frustrations resulting in greater user adoption. Take advantage of:

Organization and personnel level workflows

  • Extensible workflow model (for on-premise and partner-hosted offerings)
  • Custom workflow actions
  • Business Logic Extensions: event-based plugins with pre- and post-events on all platform executions
  • Client-side form events, enabling features like drop-down fields that auto-adjust with user selections

CRM Security: Information is Power—Data Management Is Easy

Customizing and controlling data access has never been simpler. Microsoft Dynamics CRM Provides a comprehensive CRM security model based on roles and privileges so you can easily customize and control access to data by job roles and task needs. Features include:

  • Integrated security via single sign-on or Live ID
  • Role-based security settings for easier management
  • Custom-added entities work within the security model just like entities shipped in the box
  • Sharing/delegation for objects/records, to individuals or teams
  • Direct access to data via filtered SQL views that automatically determine users' roles and privileges and only returns data they have access to