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.
This is one of 4822 IT projects that we have successfully completed with our customers.How can we support you?
Tendering with MS CRM
Project duration: 2 years, 8 months
Brief description
To provide support for internal processes in the sales process, it was decided to introduce a Microsoft Dynamics CRM system. The starting point for the introduction involved defining the scope of the customer's entire tendering process, from creation using a release workflow, through to order placement by the customer.
Supplement
A fundamental challenge here is the integration and use of Microsoft SharePoint for saving tender documents and revisions thereof due to desired changes. Another aim is to employ a collaborative approach beyond the CRM users, so SharePoint integration also includes user authorization control with the help of ActiveDirectory roles.
IT project data
- Industries information technology
- Specialist tasks BPM: process realization, Customer Relationship Management (CRM), processing quotations, sales and distribution, Workflow-Management
- DP tasks IT consulting
- System environments Client/Server, Internet/Intranet, multitier-architecture, Service-Oriented Architecture (SOA), standard software: CRM systems
- Procedure model agile software development
- Programming languages C-Sharp, Java Script
- Databases MS SQL Server
- Development and test tool MS Visual Studio
- Standard software and BI Microsoft Dynamics CRM
- Middleware and frameworks MS SharePoint Foundation, MS SQL Server Reporting Services (SSRS)
Project period01.03.2012 - 31.10.2014
Customers who trust us
