microsoft dynamics crm services & …...crm and how it can be used as a business tool as well as...

MICROSOFT DYNAMICS CRM SERVICES & SOLUTIONS


CONSULTANCY & ADVICETalon’s consultancy service provides advice and assistance in all

aspects of Dynamics CRM.

You may be getting started and looking for a new system, have outgrown your

existing software or feel your current implementation or support service could

be improved. Whatever stage you are at in considering Dynamics CRM, our

consultants will work with you to understand your needs and priorities, review

your current processes and systems and offer solutions that will benefit your

business and help you get the most out of Dynamics CRM.

Our expertise lies not just in the software features but in making sure a solution

is a good fit for your business and can map to your specific requirements. Our

aim is always to take time and cost out of your business processes, improve

productivity and support your development.

All our consultants are highly qualified with in-depth Dynamics CRM experience

and industry knowledge. They come from both technical and business

backgrounds and have over ten years’ experience working with the software.


OUR SERVICESFormed in 1990, Talon is an experienced Dynamics CRM

partner offering expert assistance in all areas of Dynamics CRM.

As an IT solutions company Talon has a wide skills base with

expertise in infrastructure, Office 365, SharePoint, Microsoft

Dynamics NAV and .NET and web development. This means

we can support an implementation from start to finish, integrate

Dynamics CRM with other applications or work knowledgeably

with your IT team and partners.

CONSULTANCY

Advice and consultancy to assist you in achieving your aims and developing the

software to your needs.

IMPLEMENTATION

Full end-to-end service, from requirements gathering to deployment, training and

ongoing support.

UPGRADES

Upgrade any previous version to the current version and gain a much more user

friendly application with added functionality.

DEVELOPMENT

Configure, customise and extend Dynamics CRM to address your specific

needs, automate business processes and capture key relationships.


TRAINING

On-site or at our premises, gain the knowledge to maximise your investment in

Dynamics CRM.

REPORT WRITING

Improve decision making with our report writing and analysis services.

INTEGRATION

Integrate with Microsoft applications including SharePoint, Office 365 and

Dynamics NAV plus other third-party solutions.

PROJECT MANAGEMENT

Using international methodologies like Microsoft’s Sure Step and PRINCE2.

SUPPORT

Comprehensive, flexible support packages for Dynamics CRM implementations

of all sizes.


COMPLEMENTARYMICROSOFT APPLICATIONSDynamics CRM easily integrates with other business applications

in the Microsoft platform.

OUTLOOK

Access the full Dynamics CRM functionality and data plus extra features and

functions within Outlook.

SHAREPOINT

Use SharePoint document management and collaboration to provide a better

experience for your users and customers, all from within Dynamics CRM.

OFFICE 365

Dynamics CRM and Office 365 work seamlessly together to provide tools to

save time and increase productivity: Excel, Outlook, OneNote, SharePoint,

Skype, Word and Yammer.

DYNAMICS NAV

Synchronise important customer account, product, sales order and invoice

information with Dynamics NAV ERP solution.

POWER BI

Extract, transform and gain insights, using the familiar Excel environment, to

quickly build powerful, interactive reports from Dynamics CRM data.


ADD-ON SOLUTIONSAssistance PSA - Complete Project Management

Having successfully implemented Assistance PSA in-house and

benefited tremendously from the results, we now deliver the

solution to other organisations.

Assistance PSA is a sophisticated project management tool designed for

professional service organisations of all sizes. Fully integrated in Dynamics

CRM, it allows you to plan your projects and resources, budget and forecast

hours, track actual time and expenses and execute invoicing.

Dynamics CRM combined with Assistance PSA gives you a single tool that can

manage both your clients and your projects.

Assistance PSA can add the following functions to Dynamics CRM.

• Project Management

• Time and Expenses

• Invoicing

• Sales Forecasting

• Contract Management

• Resource Management

• Human Resource Management


HOW WE ENGAGETalon’s implementation and upgrade methodology strives to

create a balance between best practices in project management

with a flexible and common sense process that can be adapted

to implementations of various sizes and complexities.

Evolved over many years, it takes inputs from internationally

recognised methods like Microsoft’s Sure Step implementation

methodology for Dynamics projects and PRINCE2.

SCOPE DEFINITION

Clearly establish goals, timescales and budgets.

ANALYSIS & DESIGN

Perform the detailed analysis and system design tasks.

DEVELOPMENT

Develop and then test software elements including new functionality.

DEPLOYMENT

Roll out the new infrastructure environment, deploy the new software and

train users.

LIVE OPERATION

Use the new infrastructure and software in the live environment.

Throughout the project duration a dedicated project manager is assigned

to ensure informative communication with the customer and that the project

remains on time and on budget.


OUR EXPERIENCEDynamics CRM is a highly efficient, powerful and flexible tool.

To get the most from your investment requires knowledge and

experience.

MICROSOFT PARTNER

A Microsoft certified partner who has worked with Dynamics CRM since 2003.

IMPLEMENTATIONS

Implemented all the major releases from version 1.2 to the current Dynamics

CRM 2015. Implemented solutions both on-premise and online.

UPGRADES

Upgraded every version of Dynamics CRM from version 1.2 upwards.

DEVELOPMENT

Ranging from highly customised relationship management, sophisticated

reporting and integration to finance software and websites, to more standard

configuration and customisation for use as a sales, marketing and customer

service tool.

INDUSTRIES

Worked with a wide range of industries including distribution, leisure,

professional services, property management and not-for-profit.

Overtime the projects we have undertaken have gradually increased in size,

ensuring that our capabilities are soundly based on experience.


DYNAMICS CRM PROJECT MANAGERS

The project manager’s role is to ensure the project is delivered on time and to

budget with a smooth implementation that achieves the customer’s objectives

to their satisfaction. With a detailed knowledge of both Dynamics CRM and our

project management methodology they will successfully drive the project from

start to finish.

As the main point of contact for the customer they will ensure, through clear

communication and the delivery of key project documentation, that the customer

is kept fully up-to-date with the project activities and schedule.

They are responsible for managing all aspects of the development and

implementation of the project including status reports, issue tracking, change

control, risk management and budgets.

OUR TEAMTalon has a team of highly experienced project managers,

consultants and developers who have implemented, developed

and supported Dynamics CRM since 2003.


DYNAMICS CRM DEVELOPERS

Our developers work on the technical elements of a project. Their role is

to review the project requirements, decide on an overall approach and then

configure, customise and develop Dynamics CRM to meet the customer’s

objectives.

Working in collaboration with the project manager and consultants they are

responsible for designing, coding and testing the solution and then ensuring it is

ready for deployment.

For on-premise deployments, they also work closely with our infrastructure team

to make sure the right environment for development and testing are set up and

maintained.

With years of experience between them our developers bring to your project,

not just technical ability, but creativity and design skills that lead to innovative

solutions to issues of all sizes and complexity.

DYNAMICS CRM CONSULTANTS

A consultant works with our customers to gather requirements, understand

business processes and suggests solutions and improvements.

A key member of the implementation team they work closely with the project

manager and development team and are involved in all aspects of implementing

the solution through the entire project life cycle to go-live and on-going support.

All our consultants are Microsoft certified specialists. All have many years’

experience implementing, developing and supporting CRM. Alongside in-depth

technical knowledge our consultants understand the functional side of Dynamics

CRM and how it can be used as a business tool as well as CRM best practices.

Additionally they have skills in end-user training, SharePoint, Microsoft SQL

Server, SQL Reporting Services and other third-party solutions.


SUPPORTDynamics CRM is a business critical application and needs high

quality support from a source you can trust.

As a certified Microsoft partner for Dynamics CRM since 2003, Talon’s support

team has a wide-ranging set of competencies and experience which allow

them to tackle issues of all types and sizes. With infrastructure, application and

development skills, we can provide a more extensive support service than just

Dynamics CRM expertise alone.

We not only support our own implementations, but work with customers who felt

their previous partner was not delivering the support they required.

We offer comprehensive, flexible and cost-effective support packages for

implementations of all sizes and complexity. Support is available for both on-

premise and cloud-based installations.

A dedicated helpdesk and a Dynamics CRM case management system ensures

that all issues are logged and our SLAs are met. Our helpdesk manager makes

sure that support issues are being resolved satisfactorily. Issues are resolved

through telephone, remote and onsite support. Our helpdesk can be contacted

at 0345 034 9600 and [email protected].

Additionally each customer is assigned a designated account manager who will

be in regular contact. Your account manager is there to make sure that every

customer is getting the service they require to really make the most of their

Dynamics CRM.


TALON BUSINESS SOLUTIONS

Thomson House, 8 Minerva Way

Glasgow, G3 8AU

T 0141 248 5750

E [email protected]

www.talonsys.co.uk

microsoft dynamics crm services & …...crm and how it can be used as a business tool as well as...

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