Microsoft Dynamics CRM Customization
Atrio consultants provide our customers with Microsoft Dynamics CRM optimization and customization services. Our customization of Microsoft CRM includes:
- Copy Quote Notes to reduce quote revision time
- Copy Ship To address to Bill To address to reduce data entry
- Create Quote templates
- Copy existing order
- Update Contact addresses to reduce data entry
- Fast print Quotes to improve productivity
- Fast print Orders to improve productivity
- Modify Activities view to improve productivity
- Modify Price List view to improve productivity
- Convert Active Quotes to Draft to permit the addition of additional information to an Active quote
- Fast order entry to increase order entry productivity
- Special pricing models to extend CRM functionality
- Non-user data entry and views to increase the availability of accurate customer information
- Advanced reporting to provide improved business intelligence
- Menu driven reporting to improve productivity
- MapPoint integration for territory planning and execution to visualize CRM data
- Corex CardScan interface to import scanned business card data
- Addition of third party add-ons
- Business Activity Monitoring
Contact Atrio for assistance in customizing Microsoft Dynamics CRM to support your business processes.
