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Customizations in Microsoft Dynamics CRM (calcIT ) Q3 2023
Project duration: 5 months
Brief description
Customisations in Microsoft Dynamics CRM onPremise in relation to the new quotation calculation tool functionality when creating or updating customer data and projects.
Supplement
For this to be realised, the following development activities must be carried out: Customisation of the sales opportunity form; creation of an action-type process in Microsoft Dynamics CRM onPremise; development of a Microsoft Dynamics CRM onPremise plugin for calling the new quotation calculation tool Web Service
Subject description
The customer uses the CRM system to efficiently support customer-related processes in the areas of prospect and enquiry management, customer and contact data management, sales and contract processes, installation, repair and incident management. The CRM system is used for the centralised management of sales and for mapping the forecast.
Overview
- Industries furniture industry
- Specialist tasks process management
- DV tasks customised software further development
- System environment standard software: CRM systems
- Procedure model agile software development
- Standard software Microsoft Dynamics CRM
Project period01.09.2023 - 31.01.2024
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
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