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Microsoft CRM Integration

Looking for a Dynamics CRM Partner with an eye for detail?  Custom Integrations and Bespoke Reporting for Microsoft Dynamics by TCS Computer Services.  For Plain Sailing advice, contact TCS to discuss your requirements.
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TCS are able to offer development and support services that cater for many different scenarios involving the Microsoft Dynamics CRM application.  We have an eye for detail and can offer expert consultancy and development to help make owning and operating Microsoft Dynamics CRM 'plain sailing'.

It is likely that Dynamics CRM is not your only Line of Business Application.  I'm guessing, as you've found this page, that you're searching for solutions to help you integrate your CRM data with other Line of Business Applications or visa-versa.  If so, please read on as TCS Computer Services can help you with this task.

CRM Integration

Data Integration

There are of course a great variety of business needs to have the data in Dynamics CRM integrated into other applications; sometimes simply to avoid duplication of effort and the mistakes that come with it when data is rekeyed and other times to feed data into specific data warehouses or Business Intelligence platforms that provide KPIs and Dashboards to the Fee Earners or Executives in your business. 

Implementing automated integrations will help avoid the manual rekeying of data and ensure that it is consistent throughout the business.  Whatever the reasons, availability and consistency of data are key aspects to ensuring that your business runs smoothly. 

TCS can help you achieve this by designing and implementing solutions using a wide range to techniques that are appropriate for your requirements.  We can utilise the tools that you have in-house, such as SQL Server Integration Services, or recommend other tools that are better suited to your needs or offer a faster way of achieving the same result.

 

Business Process and Workflow Integration

There are many different Business Process and Workflow scenarios that can be achieved both within the Dynamics CRM environment and also between Dynamics CRM and other Line of Business applications.

From the automated management of Telemarketing Campaign task lists to kick-starting a manufacturing process after a sales order is entered into CRM, TCS can help design and implement solutions that achieve your business process goals.

Adding a client to the next mailing list that is sent using 3rd Party Email Marketing software or simply creating automated reminders for contacting leads are further examples of creating workflows to help reduce the amount of time your staff spend determining what 'is next on their list'.

Depending upon your requirements, we can also implement those work-flows in such a way that their effectiveness is measured and delivered via tailored reports.  This will help you monitor the performance of your processes and determine where further time and cost saving opportunities exist.

CRM Reports

One of the main aims of integration is to build an integrated view of your company's data.  We therefore also provide various reporting solutions for the Microsoft CRM environment.

Your Call

If you have Microsoft's CRM and need your data to be integrated with another 3rd Party Software Package or a bespoke/in-house database/warehouse, please contact us for a free, no obligation, competitive quote or to discuss your requirements in more detail.

In the mean time, please refer to our asblaw Microsoft CRM Reports Case Study which describes the work we carried out to integrate Microsoft CRM and the Axxia Practice Management System using Visible Practice to provide an integrated platform on which to build a suite of Reporting Services reports.

Also, for more information about the Dynamics CRM solution itself, please refer to Microsoft's CRM website here.

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Last modified: 2009-12-04