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MSD CRM Updates

Microsoft Dynamics CRM Support

Dynamics CRM Support

As Dynamics CRM Support Provider and Microsoft Partner, we will give flexible support programs and services, your Microsoft Dynamics CRM application can keep pace with your business needs.

Dynamics CRM Support

Dynamics CRM Support

Whether you’ve introduced the new products or undergone a merger or acquisition, our strategic CRM support roadmap makes sure your Dynamics CRM installation sustains the growth and evolution of your business. 

Below are just a few of the areas of support we can help you with:

Server maintenance:

There are ongoing tasks that should be performed on the regular, if not daily basis, like backing up the CRM databases and optimizing the database indexes. These tasks are performed by an internal or external (outsourced) IT specialist.

Ongoing business changes:

The more common needs our user’s experience is the need to make changes to CRM to reflect changes in the business. This might involve adding new values to a drop-down field, adding new fields to a form, making a field required, updating sales rep quotas and adding new reps and even creating a new Excel report. Microsoft gives the tools to make these types of changes quickly and easily within Dynamics CRM.

While it may not be the best use of a sales manager’s time, most of our clients have been able to identify a “super user” who is able to become comfortable with these tasks and who can manage them for an organization. The superuser can also be a great go-to person for training and questions about using the CRM.

Enhancements and upgrades:

From time to time, your organization may wish to implement more sophisticated changes adding an upgrade, new more complex reporting, integration with your enterprise resource planning (ERP) or financials system and the like. Most organizations opt to bring in a qualified Microsoft partner to support them with this type of work.

  1. Promote end-user adoption and day-to-day proficiency

2. Support system administrators in managing your installation

3. Monitor the health of your Microsoft CRM data and performance through effective reporting

4. Refine and implement workflow processes for greater efficiency and alignment with goals

5. Strengthen the ROI of your sales and marketing technologies

6. Setup advanced queries, territories, maps, quotes, and order formatting

7. Solve technical issues with plug-ins, javascript, exports, security roles and more.

8. Integrate MS Dynamics with other software applications like Marketing Automation

9. Installing the latest Microsoft Dynamics CRM updates

With this in mind, CRM support and maintenance for the Microsoft CRM or any other CRM system — does not have to be a time-consuming task and does not necessarily require a dedicated resource.

As a good rule of the thumb, you should estimate that your IT resource will need approximately half an hour to one hour each week to ensure that the SQL Server backup and the maintenance jobs are executing properly and between one and two hours on average each week for an internal resource to make changes to the system, answer questions and train new users.

The Microsoft Support Lifecycle gives consistent and predictable guidelines for product support availability when a product releases and throughout that product’s life. By understanding the product support available, you are better able to maximize the management of your IT investments and the strategically plan for a successful IT future.

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