Dynamics CRM

Business thrives on customer relationship management. Many organizations have specialists in the roles of customer relationship management to take care of their ever-changing needs. Being a service provider Datanetiix understands the importance of customer service and help you design the CRM in a user-friendly manner for your Sales & Customer service executives to use them efficiently.

Microsoft SharePoint integration

Since the 2011 version, it is possible to store and manage documents in the context of Dynamics CRM records on a server that is running Microsoft SharePoint. This feature allows to use the advanced SharePoint framework for the content management infrastructure inside Dynamics CRM. With the SharePoint integration, it is also possible to share documents for external users with granted permission but no access to Dynamics CRM account.

Why Dynamics CRM?


It unites all aspects of business campaign management. Microsoft Dynamics Marketing enables your marketing team to seamlessly go from planning to execution, leveraging the power of Excel and Power BI to measure campaigns across channels from start to finish so you can bring your marketing vision to life. You can engage customers one-to-one across channels, build your sales pipeline and demonstrate the impact of your marketing investments in real-time.

  • Marketing module enables
  • Customer segmentation
  • Campaign planning and execution
  • Data extraction and cleansing
  • Analytics and reporting
  • Marketing/sales collaboration tools
  • Information sharing portals
  • Sales

    Sales module provides tools to successfully manage the sales process, access to potential contacts in real time and to identify potential customers.

  • Lead and opportunity management
  • Account and contact management
  • Territory and sales quota management
  • Forecasting and sales analytics
  • Offline and mobile device access
  • Sales literature management
  • Sales pipeline and competitor analysis
  • Quick access to products, pricing and quotes
  • Service

    Service module enables management and monitoring services that are provided to clients within the organization, ensuring customer service representatives maintain a consistent system of support.

  • Account and contact management
  • Case and interaction management
  • Incident routing and queuing
  • Product and contract management
  • Knowledge-base management
  • Service scheduling
  • Workflow across teams and groups
  • Service reporting and analytics
  • Our Service offerings

    Datanetiix can help you implement the Microsoft Dynamics CRM efficiently to store, retrieve, edit and maintain your customers data effectively. Further with the latest cloud technology we can help you access the customer information on the go.

    Our end-to-end service offerings include:

    Consulting & Advisory

    Architecture, Planning & Road Map

    New Implementation, Upgrade & Failover or Disaster Recovery

    Assessment & Recommendation

    We perform Gap-Fit Analysis, check Application, Customization & BI Aspect. We provide additional help with Advance Technology Integration & Automation

    Solution Design & Delivery


  • Infrastructure Setup
  • Installation, Configuration & Data migration
  • Development (Customization & Enhancements)

  • Module customization - Customizing CRM modules based on the business demand & Userfriendly
  • Report development - Customized reports for your business processes & report automation
  • Integration

  • Datanetiix is an integration savvy organization. We can integrate Dynamics CRM with Office 365 / ERP / EDI / ETL / Third-party portal / E-commerce website & your other key business systems
  • Quality Assurance
  • Deployment & UAT Assistance

  • 24/7/365 Production Support

    We have top-notch problem solvers under one roof who can solve your production issues with tailor made mutually agreed SLA’s to assure continued support in your business &nonbusiness hours. Our 24/7/365 business model will take care of all your technical & functional issues to enable smooth running of your production systems.

    Technical Issues

  • Troubleshooting - Failure Recovery & Bug-Fixes
  • Performance Tuning & Environment Monitoring
  • Pro-Active Maintenance - Hotfixes, Service Pack, Tax & Regulatory Updates
  • Functional Issues

  • Module configuration
  • Month-end / Year-end closures
  • End-user functional support
  • Are your Sales and Customer service people happy using your CRM? If not Clickhere to schedule a meeting with our Dynamics CRM experts, we will understand their pain points and fix them.