CRM Customization

CRM customizations by a software consulting and development team who works with you to design a complete CRM solution

Microsoft Dynamics CRM can be modified to meet your specific business needs. Whether it is a few small changes supporting a rapid CRM deployment, or advanced CRM application development, our software consulting and development team can develop a comprehensive CRM solution for your business or organization.

ASCENTREN consultants have experience customizing functionality across most business processes including sales, marketing, service, HR, finance, and operations. Our experts bring an understanding of the realities of business within different industries and can help you elevate every part of your business with custom applications.

Partnering with you, we can:

• Seamlessly integrate Microsoft Dynamics 365 with other Microsoft apps and third-party software.
• Quickly automate sales, marketing, service and other business processes.
• Customize and control data access for advanced security.
• Build rich integrations across your organization.
• Support low-code application development with Microsoft Power Platform

Business Process Automation

Many companies face obstacles in fully integrating process automation solutions into their organizations. Automation is a high value proposition for our clients, so we quickly identify and define obstacles to help you eliminate them. Our Microsoft CRM platform offers a familiar interface and is designed to connect to other systems. This can help lower training costs and limit user frustration resulting in greater user adoption - one of the hallmarks of a successful CRM deployment.

CRM Security: Protecting Data Management

Customizing and controlling data access to assigned personnel within an organization has never been simpler. Microsoft Dynamics CRM provides comprehensive security models based on roles and need-to-know levels so you can easily customize and control access to data by job roles, and task needs.

CRM Security Features include:

• Integrated security via single sign-on, or Live ID
• Role-based security settings for easier management
• Custom-added entities work within security model, just like entities shipped in the box
• Sharing/delegation for objects/records, to individuals or teams
• Direct access to data via filtered SQL views that automatically determine user roles and privileges, and only return data they have been granted access to.