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Dynamics CRM for broker company

Business need

Upgrade from Dynamics CRM 4.0 to CRM 2015 in order to increase usability and functionalities in sales and services modules.

What we did

Full functional upgrade from Dynamics CRM 2011 to CRM 2013 to CRM 2015.
Making improvements in how the company manages email directly from Dynamics CRM.
Implementing dynamic Excels.
Integrating Dynamics CRM with Outlook.
Integration with Cisco Call Manager.

Technologies

Microsoft Dynamics CRM 2015

Client

Polish broker company operating on a grain market as an intermediary between buyers and sellers. It works with large and small trading companies across the whole European continent.

Competency Centers

CRM

Industry

Professional Services

Cooperation model

Projects & System Integration

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Business need

Upgrade from Dynamics CRM 4.0 to CRM 2015 in order to increase usability and functionalities in sales and services modules.

What we did

Full functional upgrade from Dynamics CRM 2011 to CRM 2013 to CRM 2015.
Making improvements in how the company manages email directly from Dynamics CRM.
Implementing dynamic Excels.
Integrating Dynamics CRM with Outlook.
Integration with Cisco Call Manager.

Technologies

Microsoft Dynamics CRM 2015

CRM – SAP integration

CRM – SAP integration in the areas of: offering, sales, financial, inventory and manufacture data interchange.

MS Dynamics CRM implementation

Configuration and adaptation of Dynamics CRM system for Client's needs.

Configuration and implementation of Microsoft Dynamics CRM Online system

Sii conducted a process analysis as well as configuration and implementation of Microsoft Dynamics CRM Online system.

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Case Studies

Dynamics CRM for broker company

Business need

What we did

Technologies

Client

Competency Centers

Industry

Cooperation model

Business need

What we did

Technologies

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