Menu
This is one of 4545 IT projects that we have successfully completed with our customers.How can we support you?
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
- Branchen furniture industry
- Fachaufgaben process management
- DV-Aufgaben customised software further development
- Systemumgebungen standard software: CRM systems
- Vorgehensmodell agile software development
- Standardsoftware und BI Microsoft Dynamics CRM
Project period01.09.2023 - 31.01.2024
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
© Copyright 2024 PTA GmbH | All rights reserved | Imprint | Privacy | Legal notice | Values & Code of Conduct
