With any implementation, customization and/or integration, you should always consider the technological expertise of the chosen integrator.
The most important question you should consider is "Do they have the expertise AND THE EXPERIENCE to quickly and efficiently solve my problem?" In other words,
have they worked on a problem similar to mine in the past or is this a new challenge?
Be sure to check Microsoft's recommendations when considering an implementation partner by visiting  here
Why is this such an extremely important question when working with Microsoft CRM? The answer is that when working with Microsoft CRM, the integrator must
be familiar not only with Microsoft CRM but Microsoft Active Directory, Microsoft Exchange,
Microsoft SQL Server, Microsoft SQL Reporting Services (SRS), Microsoft
Windows technologies (IIS, TCP/IP, etc.), ASP.NET programming, Microsoft Outlook and Microsoft Internet Explorer.
For a majority of implementations, customizations to any of these applications might not be necessary - however, should they be, wouldn't you want an
integrator that has significant experience working with all of them?
Here in a glance of just a few things that CRM interacts with:
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Microsoft CRM uses Microsoft SQL Server is its datasource. SQL Server is an
Enterprise class database, and we are very familiar with all aspects of it with Microsoft Certifications and numerous implementations, support and customizations related to it. |
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SQL Reporting Services (SRS) is the main reporting mechanism for Microsoft CRM.
Existing reports can be run with a variety of options, allowing for a full range of flexible reporting. Custom reports can be created as needed and then made available for general use. Some
very powerful features of SRS include Charting that allow for custom Dashboards with CRM data.
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Microsoft Active Directory is where Microsoft CRM gets both its authentication and user base (during initial setup). AD must be setup correctly in order to
insure that users are able to access the system. |
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With our experience with Microsoft Exchange, we can ensure that both your Microsoft CRM and your email are healthy and able to communicate with each other. Microsoft Exchange integrates with Microsoft CRM for
automatic email tracking via the "Microsoft Exchange Router". We are very familiar with all aspects related to both. |
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The CRM Data Migration Framework is an integral part of migrating applications to Microsoft CRM 4.0. We have utilized this successfully for migrations from SalesForce.com, Goldmine, Maximizer, ACT! and numerous other legacy systems.
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Utilizing Microsoft Sharepoint technology, we can do the following"
Display Microsoft CRM Business Data in SharePoint Web parts
Create Microsoft CRM Dashboards with Microsoft SharePoint Portal Services
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As it served as a webpage application, Microsoft CRM utilizes Internet Information Services (IIS) heavily. We have the experience to make tuning modifications to IIS to optimize your CRM experience. |
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Microsoft CRM is able to do almost anything you want it to do with its built in workflow and customizable entities and forms. However there are times when you
may want it to do more. We have integrated Microsoft CRM with all kinds of disparate systems - Web sites, other databases, 3rd party external objects, accounting systems and even Visual Studio Team System. With our experience and ability to develop these specialized components, we can
assure you that we can make Microsoft CRM do what you want! |
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Microsoft Outlook (Desktop and Laptop) Client is the preferred client for those users that want a truly integrated experience with Outlook. This client loads into outlook and you can use CRM without having to launch a separate application seamlessly. There
is a optional installation that will allow you take the CRM offline via the Laptop Client for access when you're on the move.
The Microsoft Internet Explorer Client is a truly rich interface environment. It extends the browser interface into a true application.
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With our experience in Microsoft CRM Customizations, we can perform any of the following:
Advanced JavaScript functions
Form development, including IFRAME (Inline Frame) development and integration
Microsoft CRM Plug-ins (Callouts) customizations
Development of specialized assembelies (DLLs)
Virtually anything else you can think of....
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In addition to the knowing of HOW to do something, there is the WHAT of what needs to be done. As part of this, we recommend a Needs Analysis prior to any implementation. If you've got one or want
do it yourself, great! However we are more than happy to provide this service for you.
What is a Needs Assessment?
A Needs Assessment is a systematic exploration of the way things are and the way they should be, and an accurate Needs Assessment is necessary for any migration or integration to be successful. The Needs Assessment tells the integrator what needs to be done by defining scope that is agreed upon by both the integrator and the client.
Why would you want to hire Webfortis for a Needs Analysis?
In a word, experience. We have worked with companies of all sizes - from the Mom and Pop with a single server to Government organizations.
Our business sense combined with knowledge of
technology will allow us to review your business processes as an impartial observer and prepare recommendations that will assist you regardless of which CRM or integrator you go with. In fact, it is possible
that we might even recommend that you not use Microsoft CRM - however if we do, we'll back up everything with sound business logic and reason.
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