Is Dynamics CRM the right platform

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Posted on by ClearView

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I run a specialised construction company and have been working on building detailed processes for all of our business. We do currently use CRM for oppty management and customer. My goal is to build an application for admin, sales and service staff to use on multiple devices to run our business from where ever they are. A substantial part of the process is based on customer experience so in some respects CRM can work very well. However a lot of the process is based on supply chain management, inventory, time tracking and invoice then upload to QuickBooks for accounting purposes. I also need there to be specific workflows with the documents and detailed document management capabilities built into the app. I also want the app to look more like an app for the tasks and work flows than list and basic forms.

Now I'm not a developer but am willing to invest in this as know the benefits it will bring. So is Dynamics CRM capable of all these items or is it better to build a complete application from scratch. I know this a very difficult question to ask on a form but I've been researching this for awhile and have seen points on both options. Any suggestions would be great as I am a small business that is growing quickly and want to make sure I make the right decision.

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Hosk on at

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To create the system you describe I think you would have to do a lot of development

But I dont think there is one system that does all those things

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ClearView 170 on at

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I know its a lot of development and I've been working on the planning of this for about a year. From everything I have read CRM can do most things in some capacity except some of the supply chain items such as inventory and POs. My thoughts is its better to take the 75% CRM can already do is some capacity and add the extra parts instead of completely starting from scratch unless it can't be done?

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Community Member on at

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Hi ClearView,

I was wondering what is the current status of your CRM project?

In my opinion it is better to adapt CRM Dynamics to your needs than code from scratch but you might think it is not an objective opinion.

One good argument is that we come up with new features/functionalities event integrated products (like social listening, marketing, parature) that you can put to a good use for your growing company.

If you go for CRM Dynamics, the recommendation would be to discuss your specific needs with one of our Partners. You can locate a Partner here:

pinpoint.microsoft.com

Thanks for using Communities!

Oana

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PS 23,577 on at

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Hi There,

As per the overview of requirements you suggested, this can all be done in MS CRM but would be a lot of customization. My suggestion would be to use CRM for:

-Sales Management

--Lead

--Opportunity

--Customers

--Contacts

--Quotations

-Marketing Management

--Campaigns

--Marketing Lists

--Mass Email

-Service Management

--Case/Incidents Management

--SLA Management

For other important processes like:

-Accounting

-Supply Chain

-Inventory

-Invoicing

Order Processing.....kindly use MS NAV (my recommendation), you can aslo use MS AX for project management

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