CRM Productivity Solutions
In today’s fast-paced world, your business must be responsive. Our Productivity Solutions extend the functionality of your Microsoft Dynamics 365 installation with solutions designed to save you time. With over 1,500 CRM implementations under our belt, we’ve got the experience to help your team increase productivity.
Track and Effectively Manage Projects
Project performance needs to be monitored to ensure success. Our Project Management Solution tracks projects, project items with hours, expenses and users all within Dynamics 365. Project information can be viewed on dashboards, quickly providing you with insight into project performance and helping you see how your project is tracking week-over-week on plan versus actual.
Custom Fiscal Period
Define Fiscal Periods on Any Schedule
Does your fiscal year differ from the traditional calendar year? If so, our Custom Fiscal Period add-on is for you. This solution makes it easy to define your fiscal periods, regardless of where they fall on the calendar. Now your Dynamics 365 (CRM) can have your business calendar, processes and structure at their core.
One Click Copy
Clone Records With a Single Click
Re-keying information into your CRM as you add new records is cumbersome. The Fullscope One Click Copy Solution allows users to easily copy individual records. The process can occur in the background, or open the new record in an unsaved state, allowing the user to modify the new record before committing it.
Enhance and Streamline Your Out-Of-The-Box Experience
Why start from scratch when you can implement Dynamics 365 with CRM best practice features? Fullscope’s QuickStart Solution adds key features developed from our experience in deploying Microsoft CRM solutions. Gain productivity with additional dashboards, charts, workflows and views that accelerate your return on investment.
Automatically Assign Numbers to Any Record Type
Numbering your Dynamics 365 CRM records can lead to confusion, duplication and error. Our AutoNumber Solution allows you to set the starting record number, prefix it with letters or an acronym and number each record created in the system moving forward. No more thought or planning is required to make sure your records are numbered sequentially and without error.
“The number one word that comes to mind when I think of Alithya and their team and their leadership is advocate. Whether it's through D365 University, Alithya Connect, or executive meetings, they have always had a solution. They have always listened to us and they've also been a friend and a partner. Alithya helps us obtain the best that we can from Microsoft Dynamics.”
The companies that are the most successful with their Dynamics 365 implementations think of the software as a strategy or business outcome execution engine. We refer to these companies as High Performing Organizations (HPO). We’ve taken this concept a step further by creating the HPO model to help you organize resources and schedules to support your Dynamics initiatives.
With Customer Owned Rapid Engagement (CORE), you empower sales, marketing and service personnel by putting your Microsoft Dynamics 365 solution at the center of your organization. The CORE agile methodology guarantees that your organization will be trained in the solution the day you go live. The result: Your organization is empowered and ready to move.
Ensure your team gets up to speed quickly with Dynamics. We provide tailor-made, role-based training for your sales, marketing and service teams. D365 University provides 24/7 access to training options and resources.
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Long-term CRM success often has less to do with the technology or the money you spend, and more to do with how you think about CRM adoption. It’s never too late to shift gears to drive success.