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Dynamics CRM Custom Development Capabilities

  1. absolute solutions for your business Capabilities Overview
  2. Table of Contents 1 About Us 2 Competencies 3 Our Customers & Cases 4 Contact Us Soluzione IT Services | 2
  3. 1 ABOUT US
  4. We Are Soluzione. We are leading IT developers and Digital Transformation specialists who can help businesses from all types of industries modernize into the latest information age. We have successfully engineered solutions to help build business flows, sales automation, customer service management, data migration, integration and lot more..
  5. Microsoft Business Applications: Our Services Soluzione IT Services | 5 Soluzione Teams can provide Full services or Bespoke Implementation & Support for your Microsoft Business Applications: Dynamics 365, M365, Power Apps, Power BI and Power Automate FULL-SERVICE APPLICATION DEVELOPMENT VERSION UPGRADE & DATA MIGRATIONS DEVOPS, PERFORMANCE TUNING & OPTIMIZATION MAINTAINANCE & RESOURCE AUGMENTATION Get more out of your Microsoft Business Applications Our services are designed with your present and future needs in mind, ensuring that your business functions optimally. We strive to leverage existing investments, optimize spends and yet be future ready .
  6. Microsoft Partnership Soluzione IT Services | 6
  7. Mission and Vision Soluzione IT Services | 7 Mission “Deliver best of breed technology solutions while providing the right mix of business consulting and technical expertise.” Vision “Be trusted advisor of our customers and become a leading technology solutions provider in the global marketplace.”
  8. Our History Journey so far Start A dream takes shape and Soluzione is born 2011 Enhance Capability Soluzione not only offers built- to-suit technology enabled solutions but starts building industry frameworks 2014 New Competencies MS Power Platform & UiPath RPA Microsoft Preferred solution D365 CE CRM Apps on Microsoft AppSource 2019-21 Global Acquired global customers (Europe, North America, Canada & Australia) across multiple industry verticals. Company entities now live in Singapore & USA 2012-13 Award ISO Certifications State Government allocates 1 Acre land in Technology Park to Soluzione for developing world class facility-10K+ sq ft floors now gone Live in 2020 2015 Soluzione IT Services | 8
  9. Our Team Composition Soluzione IT Services | 9 D365CE & PowerApps Specialists Development Engineers Business Analyst & Leads Quality Assurance Digital Services 05 15 20 06 04 Current Core Team Distribution
  10. Global Customer Footprint Soluzione IT Services | 10
  11. 01 02 03 Quality Focus Soluzione IT Services | 11 We believe in “Kaizen” ISO 9001:2015 Consistently provide products and services that meet customer's requirement and satisfaction levels ISO 20000-1:2015 Management System standard for Software & Product Development and other IT enabled services ISO 27001:2013 Establishing, implementing, maintaining and continually improving an information security management system within the organization.
  13. Key Technology Expertise Soluzione IT Services | 13 Leverages Development & Support Competencies for Microsoft Stack and complementing technology expertise Microsoft Dynamics 365 CE Microsoft Azure & M365 Microsoft Power Platform Power BI UI Path RPA SQL Server Reporting Services Enterprise Customer relationship management (CRM) Development & Custom Implementations Deliver Cloud computing , Configure MS Office 365, Collaboration (Teams & SharePoint) and communication tools Build end-to-end automated business solutions for productivity connected with Data Verse and 100s of data sources Deploy Tools and services that create and manage mobile and paginated reports. Develop Process Automation using attended & Unattended BOTs with Orchestration Create Highly Interactive Dashboards, Reports & Data Visualisations
  14. Industry Experience Since Inception Soluzione has worked on developing LOB (Line of Business Applications) across verticals. Our experience cuts through multiple industry verticals across large enterprises, Small and mid-sized organizations Financial Services & Insurance Real Estate Health & Care Services Travel & Tourism Education Not for-Profits Event & Membership Soluzione IT Services | 14
  15. D365 CRM Solution Accelerators: Industry Frameworks Soluzione IT Services | 15 We have built multiple D365 CE Industry accelerators with best practices to speed up your deployment Education Health & Care Services Financial Services & Insurance Direct Marketing
  16. Dynamics 365 CRM: Add-Ons Developed Soluzione IT Services | 16 Add-ons for your Dynamics CRM ensuring last mile productivity and efficiency. Activity Timeline Kanban Board Boost work efficiency to next level with Interactive Kanban Board Digital Signature Affordable e-signature solution that allows business users to send, sign, and track any documents without ever leaving Dynamics CRM. SharePoint Metadata Xero/MYOB Connector Attain easy and smooth two-way integration between Dynamics 365 CRM and Xero/MYOB SMS Adapter Send text messages to Contacts, Accounts or Leads right from Dynamics CRM View customer interactions in an integrated & interactive vertical timeline manner. Capture SharePoint Metadata within Dynamics 365 CRM
  17. PowerApps Development Soluzione IT Services | 17 Building Attended and Unattended BOTS to automate and re-engineer repetitive Business Processes Use Cases • Model Driven PowerApps Development for LOB applications. • Self service PowerApps Portals and Mobile Apps • Create Low Code Canvas Apps and Agile Applications for O365 users • ERP & CRM licensing cost rationalisation for low/specific usage Soluzione Experience • UI Automation testing for solution built around Dynamics 365 and Other enterprise systems • Web Scrapping bots to capture data from web pages and ingest into Dynamics 365 CRM
  18. PowerApps- Insurance LOB Application Soluzione IT Services | 18 Insurance Product Configurator and Digital Application Journey developed on MS Data verse and Power Apps
  19. Power BI Soluzione IT Services | 19 We Build Powerful Data Visualisations on Power BI connecting Multiple Data Sources Use Cases • Track and identify the key data sets • Data Visualizations & Business Intelligence • Interactive Real Time Dashboards • Connect to Multiple Data Sources & Platforms Soluzione Experience • ETL from SAP, Data Warehouse & Data Modelling to Visualize Dealer performance on KPIs for Leading Automotive Giant • Created Interactive Sales & Revenue Performance Dashboards • Realtime Student Application and Enrolment pipeline with forecasts for Training & Education Institute
  20. Interactive Dashboards Soluzione IT Services | 20 Use Case : Realtime Student Application and Enrolment pipeline
  21. Marketing Automation- ClickDimensions Soluzione IT Services | 21 ClickDimensions Marketing Cloud is the only unified marketing automation, social media marketing and Analytics Platform for Dynamics 365 CE Use Cases • Email Marketing, SMS messaging and Campaign Automation. • Lead Scoring, Landing Pages , Visitor Tracking, Social Marketing & More • Integrate Webforms, Event Management and Intelligent Dashboards • Unified Management of Marketing and Sales Processes Soluzione Experience • Expert ClickDimensions partners . • Implemented Full scale Marketing Automation for leading North American Not for Profit Association • Integrated Eventbrite event management system with ClickDimensions and Dynamics 365 CE. Marketing Automation - Pricing | ClickDimensions
  23. Customer Gallery Some of our showcase customers for Dynamics 365 CRM
  24. Renodis Telecom, USA Soluzione IT Services | 24 A full life cycle telecom management company Ted Hanson IT Director, Renodis Telecom, US Voice of Customer “We have been working with Soluzione for 5 years, from initial implementation through accommodating constant business-driven changes in our systems and multiple major software upgrades to support the unique set of services Renodis provides our clients. In my long career of systems development, consulting and management, I cannot think of a better and more responsive partner to work with. We appreciate the long-term relationship, exceptional results and trust that Soluzione has built with Renodis” Minneapolis, USA Soluzione Services Dynamics CRM Configuration & Customization BI Dashboards & SSRS Reports XRM & 3rd Party Services Microsoft Dynamics Portals, PowerApps
  25. Project Reference Student Lifecycle Management for Australian Tertiary Education (RTO) Provider As a Registered Training Organisation (RTO), Queensford College offers nationally recognised qualifications. These courses provide the appropriate competency outcomes and satisfactory basis for assessment and they meet national assurance requirements. About Customer Queensford had used many student management systems in the past but they couldn’t meet their requirement due to inflexibility in customizing those systems according to our needs. Situation Soluzione developed customized education solution on top of Dynamics 365 CRM with sales marketing, student admin, student service all working in one platform rather than working in multiple platforms. Services Provided Queensford came across Soluzione who offered customized solution (SolzRBM Framework for education) built on top of MS Dynamics 365 CRM. Solution Green Field Application
  26. Queensford College Soluzione IT Services | 26 Committed to the success of our students. Rupesh Pathak Head of Operations Voice of Customer “We have used many RTO student management systems in the past but couldn’t meet our requirement due to inflexibility in customizing those systems according to our needs. We came across Soluzione who offered customized solution (SolzRBM Framework) built in MS Dynamics 365 CRM. Their team spent one complete week with us to understand our processes. Now we have been using the system for last 4 months and very happy with the outcome.” Brisbane, Australia Soluzione Services Dynamics CRM Configuration & Customization XRM & 3rd Party Integration Custom Web Portals Document Generation & Reports
  27. Project Reference 2 Not for Profit Association & Membership Management on D365 CE New Jersey Tech Council provides business development, education, networking and recognition opportunities as well as advocacy for the state and region‘s technology businesses. About Customer NJTC was running on-premise Microsoft CRM 3 version and needed to migrate to latest platform with added features to support its growing membership base. Situation Soluzione developed cloud-based CRM solution based on Microsoft Dynamics CRM Online and external Web Portal. Migrated entire data from on-premise CRM to cloud based Dynamics CRM. Services Provided NJTC selected Soluzione for its technical expertise and cost effectiveness. Soluzione used consultative approach and carried out detailed activity to understand migration and future needs. Solution Dynamics 365 CRM Migration
  28. New Jersey Technology Council (NJTC) Soluzione IT Services | 28 EMPOWERING INNOVATORS & ENTREPRENEURS WHO PROPEL THE FUTURE Erwin A. Racimo IT Coordinator, New Jersey Tech Council Voice of Customer “New Jersey Technology Council partnered with Soluzione IT Services in September 2015 and we have been extremely satisfied with our choice of provider for our CRM migration. In fact, Soluzione IT Services has exceeded my expectations. We held weekly meetings to meet our agile requirements and to track progress of the project. By allowing Soluzione IT Services team of developers to provide the best migration path from MS CRM 3.0 to the online version, they have been knowledgeable and professional which allowed NJTC to transition to cloud services seamlessly.” New Jersey, USA Soluzione Services Dynamics CRM Platform Migration Dynamics CRM Configuration & Customization XRM & 3rd Party Services SSRS Reports
  29. Contact US Soluzione IT Services | 29 Reach outs to us for any technical consultations and project ideas you want an estimate and quote Global Delivery Centre Soluzione IT Services B52 , IT Park Badwai Bhopal ( Madhya Pradesh ) INDIA Pin – 462036 Email : Info Website: