CRM Customization

CRM modifications

Designing for Unique Business & Data Requirements

Many industries have special needs when it comes to handling customer information. Whether you need to comply with privacy or HIPAA requirements, capture and report on unique customer data, or would like to automate business processes, CRM customizations can be the best way to not only ensure compliance but also facilitate automation of business processing and handle any unique requirements.

CRM customization is a way of adding or modifying standard features and functionality to support the way you do business. Microsoft Dynamics CRM can be customized to meet your needs. Whether it is a few small changes supporting a rapid CRM deployment, or advanced application development, our team can develop a "best fit" CRM solution for your business or organization.

ASCENTREN consultants have experience customizing Dynamics CRM functionality across most business process areas including sales, marketing, service, HR and operations. Our business knowledge in many different industries sets us apart from other CRM developers. Whether during a new implementation or as a CRM upgrade project, customization is best done by experienced professionals.

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

Data Access Management

Customizing and controlling application and 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 manage data and application access 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.