CRM as a Process provides tips on Microsoft Dynamics CRM for mid-sized businesses, focusing on the area of business processes and workflow integration. Eli Stutz is Head of Knowledge and Collaboration for PNMsoft, a Microsoft technology-based BPM vendor.
An industrial consulting corporation required a process which determines how it will pursue new opportunities from its CRM and conduct risk management. Dynamics CRM alone did not provide the ability to execute such processes within the organistion.
The company integrated PNMsoft's Sequence Kinetics iBPMS with Dynamics CRM. Sequence Kinetics retrieves the opportunity data from Dynamics CRM and populates a Sequence Kinetics form which is routed to the appropriate employee for further analysis. The employee adds data to the form’s customised fields and Sequence Kinetics ensures that it is routed to his manager until the analysis is complete. Sequence Kinetics then enables the company to execute a risk management process surrounding the opportunity to determine how to move forward on it. The results are updated in Dynamics CRM and the relevant stakeholders are notified.
All parties can view and manage this process from the company's SharePoint portal. Sequence Kinetics's out-of-the-box Dynamics CRM integration activities and visual workflow design interface resulted in rapid time-to-solution without high development costs.
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Head of Knowledge and Collaboration, PNMsoft
Learn How to Extend Dynamics CRM with BPM
Great example of Dynamics CRM integrated with Enterprise BPM - Thanks for sharing.
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