Extending Dynamics CRM for Project Management

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One of the greatest benefits of Microsoft Dynamics CRM is the ability to extend the system beyond traditional Customer Relationship Management work.  Companies have the ability to create new entities unique to their business and actually track operational processes.  These could be internal project management processes that may or may not be important to the end customer.  The possibilities really are endless.

For example, CRM can be customized to track and manage the entire life cycle of an implementation project.  If the project has standard steps or phases, new project entities can be created to store critical data such as project location, start/end date, technical data (like IP addresses), materials needed, etc.  Using CRM workflows, changes in data can trigger tasks for other users, automatic emails (such as auto-updates to client and/or internal teams) and service appointments.

Keeping this operational data close to other company data can be very helpful for salespeople who also serve as the main point of contact during a project.  They can identify where the project is at any point in time while also tracking communication within the same system.

2B Solutions has extended CRM for project management for several customers.  The key is clearly defining operational processes and designing the system with end-users.  After all, they are the ones who will be using it!  And it should go without saying, but piloting the new system with test implementations is critical before full-scale go live.

2B Solutions, Inc. specializes in Microsoft Dynamics Customer Relationship Management (CRM), iOS development, and mobile applications that give organizations the ability to respond to their customers and critical events from anywhere.  Dynamics CRM offerings include deployment and customizations for businesses of all sizes in industries of finance, health services, education, retail, distribution, warehousing, and government.  Our custom mobile applications include 2B-Inventory – a complete mobile inventory and store management application for retailers and warehouses.  2B Solutions has also developed mobile applications for mobile sales, asset tracking, and event tracking among others.  2B Solutions is a certified Microsoft Partner with competencies in Microsoft Mobility Solutions, Microsoft Business Solutions, and ISV/Software Solutions.

Learn more about how Microsoft Dynamics CRM can improve your business by downloading the white paper, "24 Wildly Creative Ways Companies Use Microsoft Dynamics CRM to Drive Revenue and Serve Customers" released by the CRM Software Blog. If your business does not use Microsoft Dynamics CRM yet, get started today with a quick online quote for Dynamics CRM.


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