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Tendering with MS CRM
Project duration: 2 years, 8 months
Brief description
To provide support for internal processes in the sales process, it was decided to introduce a Microsoft Dynamics CRM system. The starting point for the introduction involved defining the scope of the customer's entire tendering process, from creation using a release workflow, through to order placement by the customer.
Supplement
A fundamental challenge here is the integration and use of Microsoft SharePoint for saving tender documents and revisions thereof due to desired changes. Another aim is to employ a collaborative approach beyond the CRM users, so SharePoint integration also includes user authorization control with the help of ActiveDirectory roles.
Overview
- Industries information technology
- Specialist tasks BPM: process realization, Customer Relationship Management (CRM), processing quotations, sales and distribution, Workflow-Management
- DV tasks IT consulting
- System environment Client/Server, Internet/Intranet, multitier-architecture, Service-Oriented Architecture (SOA), standard software: CRM systems
- Procedure model agile software development
- Databases MS SQL Server
- Development/ test tools MS Visual Studio
- Standard software Microsoft Dynamics CRM
Project period01.03.2012 - 31.10.2014
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
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