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Customizations in Microsoft Dynamics CRM (calcIT ) Q3 2023

This IT project is part of our digitalization and optimization of our customers’ IT landscape. Through targeted measures, we promote technological progress, optimize cross-system processes and create a sustainable basis for future developments. Our IT reference projects serve as a basis for orientation. They support the reusability of tried and tested concepts as part of project implementation.

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.

IT project data

Project period01.09.2023 - 31.01.2024

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