D365 Customer Engagement Services

Shreeji SoftInfo Consultancy LLP has a history of completing numerous large and complicated Dynamics 365 Customer Engagement projects, with numerous successful implementations. Shreeji SoftInfo Consultancy LLP has developed industry-specific solutions for Dealer Management, Healthcare, Professional Services, Field Service, and Real Estate, demonstrating significant functional & technical competence across a variety of industries.

Services For Solution Implementation And Building

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     Sales, Customer Service, Marketing, Field Service, PSA, and Talent end-to-end solution building, mapping, and implementation (Requirement study, Prototyping, System design/development, Technical & functional training, Deployment)

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     Replication of ineffective implementations

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      Configuration, personalization, and role-specific security definitions for Microsoft Dynamics CRM

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     Data migration, user education, and third-party product integrations are all included in the solution implementation.

Services At The Helpdesk And Support

  • Help desk service by phone, chat, email, or the help portal
  • Dedicated offshore assistance is provided by a group of technical and functional consultants and specialists to a network of customers that are spread throughout the world.
  • Dedicated onsite assistance is provided. As and when required, technical and functional consultants and specialists are sent to the customer’s location.
  • Onsite and remote support as needed
  • Reporting on system administration and performance regularly
  • Technical and Functional System Health Audit
  • Access to Shreeji SoftInfo Consultancy LLP’s 24/7 online help desk
Customer Engagement Services
BG Strips-inclined

Variation Updates

  • Upgrades to D365’s most recent version
  • Modernization of partner add-on solutions and verticals
  • Placing fresh service packs into place

Producing Add-Ons

  • Portals for clients and vendors
  • Development of Customized Add-Ons for Business PowerApps

Services Specialised

  • Specialized Integration Solutions Training
  • Automation of test cases for reporting solutions based on SSRS for ERP Change Management
  • Personnel expansion

Development Of Industry Solutions & Functionality Extensions

  • Creation of vertical solutions for collaborators
  • Upgraded versions of vertical solutions
  • Enhancements
  • Country-specific localization of verticals

Integration Of System

  • Integration of CRM via database, web services, and API with other 3rd party solutions, such as Dynamics 365 Finance, as necessary.
  • Using a database to integrate
  • With the use of web services
  • Via use of an API

Microsoft Dynamics 365