Build a MS Dynamics CRM System

Descriptions

OverviewChwarae Teg requires a MS Dynamics CRM which is to be customised to enable the effective delivery of workflows services to the organisation.The TenderKey business imperatives driving the project are:-•An easy to use solution that is completely integrated into Microsoft Outlook for email communication and activity management•Provide an effective platform for the sharing of contacts and company information.•Provide full functionality from contact information to account management at contract level support.•Centralised data.•The ability to store attachments against CRM records.•A solution that is accessible to both office based and remote workers utilising mobile, tablet or laptop.•The ability to automate reports and provide up to date management information via structured reports and dynamic spread sheets, to reduce admin time in preparing this information.•A fully automated process to take a website enquiry through to acceptance on a course.•Marketing integration (monthly e-shots and course update information).•KPI’s for individuals, including relevant security controlled information for event organisation.•Support for contact types (Agile Nation 2 project and Chwarae Teg) including multiple contacts types per record.•Ability to track and report on progress against specific milestones for each client record.•Integration with SharePoint.IMPORTANT NOTE:- 1) Please see attached (Appendix 1) our Fit Gap Analysis document which will give you the basis of our System Requirements.