Congratulations….you’ve successfully implemented Dynamics CRM and I can image you and your team are really seeing the benefits of the OOTB (out of the box) functionality and flexibility. Most customers love the user interface and centralized database. It is a great tool for managing your key accounts as well as your sales pipeline. The global search, advanced find and custom views put user in the driver seat. But (isn’t there always a “but”) your sales people and management team are asking more visibility into the products and services that they’re actually selling and managing. They need to know what is available in the warehouse or at
Wouldn’t it be nice if you could leverage your existing Dynamics CRM investment to provide this visibility around inventory? Building off of what you’ve spent so much time and energy perfecting is a no brainer. Here are 4 more reasons that you should extend Dynamics CRM to manage
- Provide the same interface with added functionality
- Reduce potential errors of duplicate data entry
- Eliminate the chaos of disjointed systems
- Minimize the impact of change management
With Dynamics CRM, you have an AMAZING platform where you CAN (and should) do more!
So what does “extending the Dynamics CRM platform” really mean? The excerpt below came from
The big picture: CRM as a development platform
As we are learning throughout this book, CRM includes preconfigured entities, fields, forms, views, security models, reports, and workflows that help businesses manage their sales, marketing, and customer support needs. These out-of-the-box features are designed to provide functionality that is common to most sales, marketing, and service processes.
Microsoft Dynamics CRM also includes many out-of-the-box tools to extend custom business logic into CRM, including the ability to build custom entities, fields, forms, views, security models, and workflow to inject specific business needs into CRM. For example, an insurance company might build a custom entity to store and manage their specific policy types for their customers, build rules into their security model, or build workflows to send reminders when a policy is about to expire or to adjust rates based on the status of the customer. All of this is possible using out-of-the-box tools provided within Microsoft Dynamics CRM.
The true power within the Microsoft Dynamics CRM platform is its ability to grow and change to work the way your business works. The examples are endless. However, sometimes more complex business needs require extending the system customizations beyond what is possible using the out-of-the-box tools. When this is the case, businesses can rely on CRM as a development platform. Microsoft Dynamics CRM is built on what is commonly referred to as the “Microsoft Stack”, utilizing .Net, SQL Server, Windows Communication Foundation (WCF), and Windows Workflow Foundation.
In addition, the Microsoft Dynamics CRM platform embraces other web development standards such as HTML and
With all these options in hand, there are few business software solutions that cannot be met using CRM. And, with much of the functional foundation provided out-of-the-box (the “plumbing”), building highly customized business solutions on CRM is also an extremely cost effective approach to solving a wide variety of business problems.