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Microsoft Dynamics 365 Customization
Hire Top 5% Microsoft Dynamics 365 Customization
Min Delivery Time:
24-48 Business Hrs Unlimited Revisions
Dedicated Team
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$35 per hour(average)
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$399 per month(average)
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Description

Services We Provide

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.
  • 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:
    • wrap up your CRM UI in corporate branding
    • make the system more convenient for your sales reps and managers
    • digitize your business processes
    • support several languages for international teams
    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:
    • sales team performance management
    • sales forecasting
    • sales and marketing alignment
    • strategic LTV measurement
    • customer analytics, customer experience management, loyalty management, etc.
    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
    • Creation and modification of metadata, schema features, entities, business logic, custom workflows
    • Design of forms and views, dashboards, e-mail and notification templates
    • Optimization of Microsoft Dynamics 365 for mobile devices
  • Development and deployment of custom CRM modules
    When in-built configuration options are not enough to reach the CRM maturity level you aim at, Suretalent 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:
    • Routine tasks automation
    • Unique UI components for user convenience
    • Custom tools and features, such as calculators, automatic lead scoring, or one-click quote generation
    • Custom metrics for member performance management, etc.
    • CRM integration with other corporate systems and tools (ERP, accounting, marketing automation, survey software, etc.)
    • CRM integration with social media for Social CRM purposes
    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.



Faq's

  • How quickly can I implement Dynamics 365 Marketing?

    The time taken to implement Dynamics 365 Marketing can vary depending on individual client requirements and availability. Typically, using Suretalent’s Dynamics 365 Marketing Accelerator, our customers go live in 2-4 weeks’ time.

  • How much does it cost to implement Dynamics 365 Marketing?

    In many instances, organisations can complete the initial setup of standard Dynamics 365 Marketing capabilities, onboarding and training in a fixed-price engagement totalling $4750 using Suretalent's Marketing Accelerator program from Suretalent. This can be combined with additional packs, to provide further capabilities for your initial implementation, or to address broader marketing needs. Dynamics 365 Marketing application licenses are billed separately.

  • How do I get started on Dynamics 365 Marketing?

    With our accelerated onboarding program, you will receive training and hands-on guidance on how to get started on Dynamics 365 Marketing and create your first marketing campaign. We will train you focusing on your immediate priorities that can include email marketing distribution, customer journeys, segmenting audiences, using AI and marketing insights and creating landing pages with online forms. Ongoing support and assistance is available through Suretalent’s Elevate 365 Managed Service.

  • How do I add marketing to Dynamics 365?

    Once you purchase Dynamics 365 Marketing, we will add it to your Microsoft 365 tenant by installing the app and configuring the application with essential marketing settings based on your requirements. Through our Marketing Accelerator program, we will further assist you in getting started on the application and creating your first marketing campaign.

  • How is Dynamics 365 Marketing licensed?

    Dynamics 365 Marketing is tenant-based and metered by the number of contacts used, unlike other Dynamics 365 apps. As a tenant-based license, Dynamics 365 Marketing can be installed, configured and used within a single Dynamics environment. There is no need to purchase separate user licences for the Marketing app and administrators are able to manage user access through the admin portal. If you are already using a qualifying Dynamics 365 application, Marketing can be purchased at a reduced amount. Click here for more information on licensing.

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