Dynamics 365 CRM

Dynamics 365 and Microsoft CRM Services

Headquartered in Rochester, NY, NextLevel provides complete services for implementing and supporting CRM through Dynamics 365. We are a Microsoft Dynamics partner with experience on hundreds of different sites. Even if you don’t see it listed here, call 585-694-6112 or e-mail us to find out if we can help.

Implementation

We will help you set up your initial CRM instance using Dynamics 365 in the cloud. We’ll migrate your existing data to get you up and running quickly. A few quick customizations and dashboards are often all it takes to get started.

Help Desk

Got 100 hits on the error message but nothing that helps? NextLevel can help. We troubleshoot Dynamics 365 CRM problems on a daily basis, and you don’t even have to be a current customer. Still running Microsoft CRM on-premises? NextLevel supports earlier versions of CRM as long as it is practicable to do so. Call 585-694-6112 and get help within two hours, billed at standard rates on a time-and-materials basis.

Customization

From its earliest versions, Microsoft CRM was designed from the ground up to be customized. Add new fields or rearrange the forms in minutes, and instantly start using a layout that works for you.

Training

NextLevel provides customized, one-on-one training, typically using shared screens over the Internet.  Train new employees in their specific functions to get them up to speed quickly.  Training is billed by the hour, not by the head, so you can have up to 15 people training for the same price as one person.

Report Writing

Get better information from GP to make decisions quickly. NextLevel provides custom report development for Dynamics 365 using the major reporting tools, including:

  • Dashboards
  • Wizard-based Reports
  • SQL Reporting Services (SSRS)
  • Power BI

Integrations

NextLevel has experience with variety of integrations with Microsoft CRM using the Microsoft Connector and SmartConnect. Write quotes in Dynamics 365 Sales and have the order show up automatically in your ERP system, like Dynamics GP. Using SmartConnect, Dynamcis 365 can be integrated with a variety of other software applications and databases. Contact us to find out how we can help.

Third-Party Product Installation and Support

Why re-invent the wheel? With so many apps and add-ons available, odds are good that someone has already solved your problem. We’ll help you sort through the options and get them up and running.

Dynamics 365 Customer Engagement

CRM through Dynamics 365 Customer Engagement lets your Sales and Service staff easily share information to provide a seamless customer experience. Give your people fast access to the information they need to build customer loyalty and drive repeat business. Used by leading companies worldwide, Microsoft Dynamics business solutions are:

  • Flexible, with options for deployment, purchase, and access.
  • Familiar and easy to use because they work like other Microsoft products.
  • Designed to fit your business through easy customization.
  • Always available, with a guaranteed service level agreement.

And it’s not only your customer relationships. Fast, easy customization without programming means you can leverage the XRM concept to shape all your relationships with Dynamics 365. Just as the “C” stands for “Customer”, the “X” stands for “Anything.” Even “cow”?  It’s not just CRM; it’s XRM.