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Microsoft Dynamics CRM Capabilites


Backed by over 150 person years of experience, Proteans has been the trusted partner for its customers to design and implement solutions on MS Dynamics CRM.

In today’s dynamic business environment companies demand the ability to manage anything (X=anything), not simply relationships with customers. xRM (Anything Relationship Management viz., partners, suppliers, employees, assets etc) is the natural evolution of CRM (Customer Relationship Management).

Proteans strength is its enriched CRM practice that has been identified as one of the best 20 Companies by Service Offered in CRM. Proteans has helped customers to build xRM solutions on Microsoft Dynamics CRM Platform. Proteans has varied experience, wide exposure and in depth knowledge of MS CRM, and our expertise includes

  • Consulting and Implementation
    Proteans has implemented CRM solutions for Fortune 500 companies to SMBs. Proteans’ expertise in understanding the customer need and designing custom solutions around MS Dynamics CRM platform has helped customers to completely leverage the CRM solution. Proteans approach is to make the CRM part of your business and integrate it with all the business applications that help your business run smoothly and efficiently.

  • Custom xRM Solutions for Industry Verticals
    Proteans has developed industry vertical solutions for its ISV customers. Some of the industry domains that Proteans has provided vertical solutions are

  • Add-on product development
    Proteans has worked with one of the top MS CRM add-on development ISVs to develop a suite of functional add-on products to improve the MS CRM experience for customers. The scope of work in add-on product development includes
    • Audit – A fully customizable data audit product that lets you decide the data that you want audited
    • Relationship Management – An efficient tool that lets you manage your customer relationship by providing a complete relationship chart of a contact and all the relationships with the contact
    • Field Level Security – A product that can improve the data security by hiding or providing read only access at a field level in every CRM entity

  • Enterprise Application Integration
    Every CRM implementation should be able to integrate with the other key systems in the organization to improve efficiency and facilitate decision making processes. Proteans has helped clients to integrate the CRM system with
    • ERPs (GP, Oracle, SAP etc)
    • Home Grown Applications
    • Microsoft SharePoint
    • VOIP systems

  • Data Migration
    Data migration is one of the biggest challenges while moving from one system to another. To help customers migrate data from various CRM systems or home grown applications, Proteans has used tools like
    • Scribe
    • BizTalk
    • Custom Developed Applications

Download Case study

  • Proteans successfully deploys 4000-seat organization-wide customized Microsoft CRM tool for a Fortune500 global IT Services provider that helped automate sales force and improve customer relationship
  • Proteans helped a young Software Vendor to develop high-utility value suite of add-on products for Microsoft CRM that enhanced end-user experiences
  • An ISV specializing in legal space partners with Proteans to custom develop a Relationship Management tool on MS CRM platform that enables law firms to efficiently manage their practices and improve client relationship
  • Proteans helped an Education Software Company to build an integrated Online Community solution on Microsoft CRM platform to offer Customers Choices
  • Proteans deploys a comprehensive CRM solution involving rich custom development and sales force automation on MS CRM platform for a leading ISV specializing in life science enterprise solutions

Microsoft Business Solutions