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Customizations in Microsoft Dynamics CRM (calcIT ) Q3 2023

Project duration: 5 months

Brief description

Customisations in Microsoft Dynamics CRM onPremise in relation to the new quotation calculation tool functionality when creating or updating customer data and projects.

Supplement

For this to be realised, the following development activities must be carried out: Customisation of the sales opportunity form; creation of an action-type process in Microsoft Dynamics CRM onPremise; development of a Microsoft Dynamics CRM onPremise plugin for calling the new quotation calculation tool Web Service

Subject description

The customer uses the CRM system to efficiently support customer-related processes in the areas of prospect and enquiry management, customer and contact data management, sales and contract processes, installation, repair and incident management. The CRM system is used for the centralised management of sales and for mapping the forecast.

Overview

Project periodProjektzeitraum01.09.2023 - 31.01.2024

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Ole Knudsen

Key Account Manager

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