Development and Maintenance of Microsoft Dynamics 365 CRM Systems

Microsoft Dynamics 365 CRM is a powerful platform for managing customer relationships, sales activities, user support, and business processes. At Rosoft, we help organizations plan, develop, customize, and maintain CRM solutions that are aligned with their way of working, their existing systems, and their long-term business goals. 

Why Choose Dynamics 365 CRM? 

• Centralized customer data: all key information, communication history, opportunities, activities, and support cases are gathered in one place. 

• Improved sales control: sales teams can more easily track leads, quotes, sales pipeline stages, and revenue forecasts. 

• More efficient customer support: faster request handling, clear case traceability, and better quality of communication with customers. 

• Automation of repetitive tasks: less manual work in notifications, task assignment, approvals, and process monitoring. 

• Integration with the Microsoft ecosystem: Dynamics 365 integrates naturally with Microsoft 365, Outlook, Teams, SharePoint, Power BI, Power Apps, and Power Automate. 

Our Services

• Consulting and process analysis: together with the client, we review existing sales, support, or operational processes and prepare a proposed CRM solution. 

• Implementation of Dynamics 365 CRM: we set up the system's basic configuration, security roles, users, data model, forms, views, and business rules. 

• Custom tailoring: we develop additional functionalities, custom forms, processes, automations, integrations, and reports according to the client's needs. 

• Integration with other systems: We connect Dynamics 365 with existing ERP, document management, financial, web, or other business systems. 

• Development with the Microsoft Power Platform: we enhance the CRM with Power Apps applications, Power Automate flows, and Power BI reports. 

• Maintenance and support: we ensure the system's operation, error resolution, upgrades, customizations, and user support. 

• User training: we prepare practical guides and deliver training so that users adopt the system quickly and know how to use it effectively. 

Our approach

We begin every CRM project by understanding the business goals and the actual needs of the users. In our development, we use an agile approach, which means we build the solution gradually, in short iterations, with regular review of results and continuous incorporation of the client's feedback. Based on our analysis, we prepare a solution that is technically stable, easy to maintain, and flexible enough for future upgrades. We pay particular attention to the user experience, data quality, access security, and clear documentation. 

1. A review of the current situation and business requirements. 
2. A design of the architecture, data model, and user roles. 
3. Configuration and development of CRM functionalities. 
4. Testing, data migration, and preparation of user documentation. 
5. System deployment, user training, and ongoing maintenance. 

• managing sales opportunities, quotes, and the activities of the sales team, 
• managing user support and service requests, 
• tracking customer communication and collaboration history, 
• automation of approvals, notifications, and internal tasks, 
• connecting the CRM system with Outlook, Teams, SharePoint, or an ERP system, 
• preparing dashboards and reports for management, sales, or support. 

Do you need a customized CRM system?

If you want to improve your overview of customers, sales, support, or internal processes, we can help you design and develop a Dynamics 365 CRM solution tailored to your business. Get in touch with us, and together we'll explore how Dynamics 365 CRM can support your goals.