Installation & Configuration

Service Description

Our Open CRM 365 Installation and Configuration Service is designed to provide small and medium-sized enterprises (SMEs) with a streamlined and efficient CRM solution that integrates seamlessly into the existing Microsoft ecosystem. We understand the unique challenges faced by SMEs, such as limited IT resources, budget constraints, and the need for quick operational readiness. With our expertise, you can have Open CRM 365 up and running in as little as two hours—ready to enhance your customer relationships and streamline your sales processes. What We Offer in Our Installation Service 1. Activation and Configuration of Microsoft Power Platform Trial: We assist in activating and configuring a 30-day trial version of Microsoft Power Platform if you do not already have a subscription. This allows you to explore the capabilities of Open CRM 365 within the Microsoft ecosystem without an immediate financial commitment. Our team will guide you through setting up a trial environment, ensuring that you can experience all core features seamlessly. 2. Dataverse Environment Setup: Our team will create and configure a Dataverse environment, the core data platform that powers Open CRM 365. Whether you need a Sandbox environment for testing or a Production environment for live operations, we ensure that all data settings are secure, compliant, and easily accessible. This step is crucial, as the Dataverse serves as the central hub for all your customer data, enabling seamless interactions across your entire CRM system. 3. Microsoft 365 Integration: Integration is key to leveraging the full potential of Open CRM 365. We integrate your CRM with tools you are already familiar with, such as Outlook, SharePoint, and Teams, ensuring seamless connectivity and data synchronization across platforms. This means that your sales and customer service teams can work directly from the tools they already use every day, maximizing efficiency and minimizing learning curves. 4. User Roles and Permissions Management: Proper data access and security are vital, especially for growing companies. We assign user roles and permissions based on your team's structure. Whether it is providing full administrative privileges or limiting access to specific users, we ensure that each employee has the appropriate level of access to perform their tasks while maintaining data integrity and security.