Microsoft CRM Customisation Features

Designed for maximum flexibility and low total cost of ownership, Microsoft CRM adapts easily and affordably to meet business and industry-specific needs for small to mid-market businesses.

Tailor the user interface, settings and workflow processes
Without touching database code, we can quickly and easily modify Microsoft CRM to meet needs specific to your organization and industry.

Tailor forms and views

Easily add new fields to the Microsoft CRM database schema to fit the data needs of a specific industry or business.
Quickly customize virtually any form within Microsoft CRM - accounts, contacts, opportunities, cases, orders, and more - so that you capture and manage the exact data you need to increase sales and service effectiveness.
Modify information views across the solution so that users can see critical information at a glance and sort data across records according to specific business needs.

Modify business management settings

Flexible default settings let you accurately mirror your business model by mapping organizational structures, including departmental, management and team structures.
Ensure information is protected, yet accessible, by selecting from a wide range of user roles and access rights, or modify or create roles that fit unique needs.

Automate business processes with workflow

Set up and modify rules that automate business processes, including leads routing and notifications, opportunity and pipeline management, case management, and data transfer to other applications.
With with the industry-leading sales methodology included with Microsoft CRM, or build in your own methodology, to automate stages in the selling process and establish milestones for assessing sales activity.
Create customized e-mails and set up specific rules for automatic order fulfilment notification, leads and opportunity follow-ups, service requests follow-ups, and more.

Advanced Customizations
Microsoft CRM offers a rich environment for advanced customizations, including open application programming interfaces (APIs) and a comprehensive Software Development Kit (SDK)

Extend the solution to Web services - for example, automatically perform credit checks whenever new opportunities are created in Microsoft CRM.
Enhance Microsoft CRM functionality to fit specific verticals and industries, or build new applications on top of the Microsoft CRM platform.
Build customized integrations with third-party business solutions, using BizTalk Server technologies.