Dynamics 365 ERP and CRM Implementation

Optimize business processes: A key step in achieving digital transformation.

Dynamics 365 ERP and CRM Implementation Services

Optimize business processes: A key step in achieving digital transformation.

  • ERP and CRM System Implementation Methodology

    Whether it's automating processes, gaining deeper customer insights, reducing operational costs, or ensuring data accuracy, strategic planning, successful implementation, and application are all essential.

  • Project Initiation and Requirements Confirmation

    We will work with you to assess your business needs, identify gaps in current processes, and determine sales and delivery requirements to ensure the selected ERP or CRM solution best fits your business needs.

  • Agile Execution Phase

    Using an agile approach, we focus on completing high-priority tasks in two-week sprints. During this period, we will conduct a series of workshops and review meetings to help advance implementation and ensure system readiness.

  • User Acceptance Testing and Go-Live

    In this phase, our team will complete end-to-end system testing. For example, this may involve customer order processing, inventory management, and other critical business processes. Additionally, we will conduct second and third-stage testing to ensure system performance and functionality.

  • Project Closure and Summary

    Analyze the overall performance and lessons learned from the implementation process to assist in future continuous improvement and optimization.

Solution Advantages

  • Unified Identity and Security

    Dynamics 365 uses Azure for secure identity and access management, ensuring data safety and compliance.

  • Unified Business Process

    Integrates ERP and CRM for streamlined processes from sales to finance, enhancing efficiency and reducing errors.

  • Cost Control and Reduced IT Management Complexity

    Combines ERP and CRM into one platform to simplify IT management and reduce costs, aiding digital transformation.

  • Quality User Experience

    Dynamics 365 offers a user-friendly interface, improving efficiency and satisfaction with clear data and processes.

  • NovaTech Integration Capabilities and Goals

    NovaTech provides comprehensive ERP and CRM solutions to optimize business processes and achieve strategic goals.

Integrated Architecture Diagram

Why Choose NovaTech as Your Service Provider?

  • Extensive Professional Knowledge

    Our team has an in-depth understanding of Dynamics ERP and CRM, gained from years of experience in delivering large-scale projects.

  • Customer-Centric Philosophy

    Your success is our primary goal. We focus on understanding your needs to ensure our services align with your business objectives.

  • Quality Assurance

    We maintain high standards for every Dynamics 365 service we provide, ensuring you receive reliable and scalable solutions.

  • Comprehensive Delivery

    Our expertise extends beyond Dynamics 365 to include Microsoft 365, Azure, and Power Platform, enabling us to handle full business transformation projects from start to finish.

Our Advantages

  • Strategic Planning Capability
    Novatech has over 10 years of strategic planning experience, which helps enterprises formulate clear digital strategy paths in the rapidly changing market.
  • Enterprise Business System Integration Capability
    As a Microsoft partner with extensive system integration experience, we ensure efficient collaboration between business systems, avoiding the formation of information silos.
  • Project Success and Delivery Capability
    Relying on strict project management processes and a professional delivery team, Novatech can ensure projects are delivered on time and to a high standard.
  • Product Iteration and Maintenance Capability
    Novatech provides ongoing product optimization and maintenance services to help enterprises adapt to business changes. We regularly evaluate system performance, update and upgrade systems in a timely manner to maintain high efficiency and security.

Power Platform + NovaTech Integration Case

Common Questions

  • What is Dynamics 365 ERP/CRM?

    Dynamics 365 ERP and CRM are integrated enterprise resource planning (ERP) and customer relationship management (CRM) systems that help businesses manage customer service across all stages, improving operational efficiency.

  • How can Dynamics 365 ERP and CRM help businesses solve problems?

    They assist businesses in integrating customer information, optimizing business processes, enhancing resource management efficiency, and providing real-time data support to facilitate better decision-making.

  • What are the main advantages of ERP and CRM integration?

    The main advantages include unified data management, streamlined business processes, improved work efficiency, and comprehensive business insights, helping businesses better serve customers and utilize resources.

  • What is the pricing of NovaTech's services?

    NovaTech's service pricing is based on project requirements, scale, and complexity. We provide personalized quotes to ensure our solutions meet your needs while offering excellent value.

  • What professional backgrounds do NovaTech's service teams have?

    NovaTech's consulting team has over 10 years of industry experience, including senior consulting managers, developers, and project managers, with strong technical skills and project delivery experience to provide comprehensive support.

  • Can NovaTech provide on-site services?

    Yes, we are happy to arrange on-site meetings to understand your company's current situation, challenges, and goals, allowing us to better serve you.

  • How long is the implementation period?

    The implementation period varies based on project complexity, typically ranging from a few weeks to several months. NovaTech will provide a detailed timeline at the start of the project.

  • Does NovaTech offer free consultation services?

    Yes, NovaTech provides free initial consultation services to help clients understand digital transformation opportunities and solutions.

  • What efficiency improvements can ERP and CRM integration bring?

    Integration can enhance sales, customer service, finance, procurement, and production process efficiency, reduce information silos, and improve overall operational capabilities.

  • How is data security ensured in ERP and CRM systems?

    Dynamics 365 is based on Microsoft Azure, providing unified identity authentication and access control to ensure data security and compliance.

  • Will integrating ERP and CRM systems increase management complexity?

    On the contrary, integration simplifies data flow and management, reducing manual operations and standardizing business management.

  • How much impact will ERP and CRM integration have on user operations?

    Users can complete tasks from customer management to financial operations within a unified interface, reducing the need to switch systems and improving operational efficiency.

  • Does the ERP and CRM system support cross-departmental collaboration?

    Yes, ERP and CRM integration breaks down data silos across sales, finance, procurement, and production, supporting efficient cross-departmental collaboration.

  • What real-time data can system integration provide?

    Through integrated ERP and CRM systems, you can access real-time customer order status, inventory levels, and financial status information for timely decision-making.

  • What support services does NovaTech offer after project implementation?

    NovaTech provides system maintenance, optimization, employee training, and after-sales support to ensure system stability and meet business needs.

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