Boost your business foundation with Microsoft Dynamics XRM

Regardless of what industry your company works, clients are your most vital resource and handling those client relationships is the establishment for developing your business. Additionally, plenty of the organizations look for CRM to manage sales, customer service and marketing. A CRM (Client Relationship Management) software can help gather, sort and deal with the majority of your client information, and is integrated from finance to operations.

One such CRM, Microsoft Dynamics, is one of the most popular tools in the market. Not only does it meet the needs as well as the budgets of smaller, middle-sized and large organizations but it also makes marketing more effective and assists you in getting more out of your customer relationships. Furthermore, Microsoft Dynamics CRM offers the flexibility of both on-demand and on-premise deployments. Additionally, the powerful CRM program offers unparalleled integration with Microsoft Office suite, Microsoft SQL Server, Microsoft Exchange Server, and Microsoft SharePoint, some of the most widespread applications in the business world.

Do you need a Software that is a Step ahead?

A term often associated with CRM, with a twist- is– ‘xRM’ or ‘eXtreme Relationship Management’. xRM is nothing but an extension to CRM, if your organization deals with policies, property taxes, building assets and list goes on. With xRM you can manage the relationship of anything within your company. Additionally, xRM is ‘extended Relationship Management’, which represents the extension of CRM platforms allowing organizations to thrive by helping them manage employees, process, suppliers, assets and much more.

An XRM has a several key components, which can give a strategic approach to building a unified system that connects all aspects of a business together. Following are the XRM components:

1. Entities & Records

2. Fields

3. Forms

4. Web Resources

5. Workflow Processes

6. Plugins

7. Web Services

As you can clearly see, the above components are essential to manage xRM. However, the question remains is, is it useful to deploy a solution like xRM? Will organizations reap any benefit out of it? Or is it just a fad? Well, to answer that honestly xRM is necessary if you already have the CRM within your organization. It has several crucial advantages, which can be vital for developers as well as for organization.

What is in it for Developers/Organizations?

These days there is little time to write a lot of custom code to deliver solutions. With xRM, developers can aim to develop applications rapidly. To meet requirements for business applications, xRM has a framework that provides the agility and flexibility to adapt to changes and get user acceptance and adoption.

From an organization’s point of view, when you take Dynamics 365 and utilize it as a stage for building an XRM system, you get a rock-solid foundation on which to build ‘line-of-business’ (LOB) solutions. Everything can be tailored according to your company’s need and incorporated smoothly with other critical systems.

xRM solutions offer flexibility and customization to meet almost any business or organizational need. Integrating an xRM solution with the Microsoft Dynamics CRM will provide you with several important advantages.

Automation at its best – Microsoft Dynamics integration with xRM automates important tasks that employees would otherwise have to complete manually.

Rapid deployment – Developers do not have to worry about building an LOB software from scratch, as software plugins extend the functionality of the core Microsoft Dynamics CRM system.

Robust Security – Another key advantage is that xRM provides robust security features. It has security roles for users and objects that restrict access to sensitive data, SSL connections for data transfer, and more.

Native Integration – xRM solutions can connect existing systems to CRM, freeing data trapped in outdated systems. Microsoft Dynamics CRM also provides native integration with Microsoft SharePoint® and Microsoft Office® applications including Outlook®, Excel®, and Word.

We at Nitor Infotech take pride in our xRM solution capabilities. We specialize in xRM plug-in development, OOTB customizations and creating custom workflows to benefit your organizational requirements.

Find out how xRM would eliminate silos and build a unified marketing & sales funnel, write to us.