Atrio has a team of .Net programmers skilled in developing customizations used to enhance CRM. They are familiar with CRM, its sophisticated security model and its SDK. Atrio has successfully customized Microsoft Dynamics CRM in many ways including:
- SharePoint integration
- CRM auditing
- Recurring tasks
- Field level security
- Role level security
- Web integration
- Social networking integration
- 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
- Fast print quotes to improve productivity
- Fast print orders to improve productivity
- Convert active quotes to draft mode to permit the addition of information to an active quote
- Fast order entry to increase order entry productivity
- Special pricing models to extend CRM functionality
- Advanced reporting to provide improved business intelligence
- MapPoint integration for territory planning and execution to visualize CRM data
- Addition of third party add-ons
- Business activity monitoring
Contact Atrio for assistance in customizing Microsoft Dynamics CRM to support your business processes.
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