Microsoft CRM Services - Customization, Development, Migration and Support.

WaveAccess has gained substantial experience in the field of Microsoft Dynamics CRM related services for various industries.

Our CRM team bring deep knowledge and expertise across the full scope of CRM areas to streamline business processes and key workflows with innovative technology solutions for growth-oriented companies.

Microsoft CRM Programming

CRM Forms customization

We customize Microsoft CRM forms with full support of system and custom attributes:

  • Design CRM forms
  • Implement custom business logic and relationships of Form fields by handling OnLoad, OnSave, OnChange CRM Form events using JavaScript

CRM Reports

In case the current CRM reports don't satisfy your needs, we can build custom reports for Microsoft CRM in Visual Studio that will fit your business requirements.

Business logic extensions development

If you need to add new data processing features or change the way the business data is processed in your CRM system, our team can do the following:

  • Develop Plugins for Microsoft CRM 4.0
  • Develop Callouts for Microsoft CRM 3.0
  • Customize existing and create new CRM entities

Workflows

We can assist you in modelling you company business processes, i.e. link separate user activities and actions with specific business processes in order to handle events, such as creating new records or updating the existing ones, develop .NET assemblies to extend functionality, implement custom logic and integrate with other software systems in the company.

CRM installation, deployment and maintenance

We provide installation, deployment, support and maintenance services for the following Microsoft Dynamics CRM editions:

  • Microsoft Dynamics CRM 4.0 Workgroup
  • Microsoft Dynamics CRM 4.0 Professional
  • Microsoft Dynamics CRM 4.0 Enterprise

WaveAccess Microsoft Certified engineers have experience in Microsoft CRM installation for all sizes of organizations and all kinds of businesses and we will apply best field-proven procedures to bring productive environment and enhance the overall performance of your customer service representatives. We carry out all the phases of Microsoft CRM installation:

  • Business prerequisites analysis
  • CRM installation planning
  • Hardware and software prerequisites analysis
  • Technical and business needs analysis
  • Preparation of functional and technical specification documents
  • Server installation, configuration and customization
  • Data migration
  • End user configuration and customization
  • End user training

Data migration and data exchange

Our professionals can also assist you with safe and fast data migration from other systems to Microsoft Dynamics CRM as well as establish a system of regular reciprocating data exchange with other software solutions.

CRM end user training and consulting

We perform the entire project from gathering requirements and suggesting options that would allow CRM users to work more productively - to complete deployment on the customer site.

WaveAccess Microsoft CRM consultants deliver training to your CRM users to get them up to the skill level that is required to maximize efficiency gain and realize return on investment from transiting to the new technology.

Before your CRM users go live we will teach them all the necessary techniques of dealing with CRM system and how to get the most out of CRM technology. Our training is tailored to any level of expertise - from step-by-step instructing in the basic CRM aspects and performing common tasks to the advanced user level of maintaining the Microsoft CRM system.

To minimize the time spent on training as well as to provide emergency support to resolve your CRM issues instantly we offer and widely utilize our OnlineHelp Microsoft CRM add-on.

The way we work

  • We quickly supply you with a required number of resources on demand.
  • During the initial phase we create detailed design documents that contain mock-ups of the screens, so that you would have a good idea of what exactly you eventually get and would be able to share this knowledge / vision with your customer.
  • We provide you with a project plan where milestones and intermediate demonstrations of the developed project parts are indicated.
  • We give you access to the server where the latest intermediate version is available, so that you can track the progress and show it to your managers and customers if necessary.
  • We create help files.
  • We participate in data migration for the end customer legacy systems.

Bringing together our expertise in Microsoft CRM technology and diverse experience from challenging bespoke solutions for our customers we have produced the following add-ons for Microsoft CRM system: OnlineHelp, ChatOnline, OnlineShop, trixbox & Microsoft CRM Integration.


You can find a draft description of our custom software projects here. The description of our projects is available upon request within the Customer Workspace.