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