Microsoft Customer Relationship Management

Improve your operational efficiency

Get the right information to the right people!

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SmartERP is a leading-edge IT solutions and services company established with a specific mission of providing comprehensive, world-class solutions. SmartERP brings together the best technology and domain expertise to offer a full spectrum of services ranging from implementation, business consulting to support, maintenance and managed operations.

A customer relationship management (CRM) solution helps you find new customers, win their business, and keep them happy by organizing customer and prospect information in a way that helps you build stronger relationships with them and grow your business faster.

We help you get the most out of Dynamics, both as a traditional on-premise software or through the cloud. Our services include consulting, roadmap development, testing, migration and full life-cycle support.


With over 15 years of experience, SmartERP’s Microsoft CRM experts have encountered every challenge you can imagine!

Our offerings:


  • End-to-End implementation of different version of MSCRM (CRM 2011, CRM 2013, CRM 2015, Dynamics 365)
  • Upgrade of MSCRM application from CRM 2011 through Dynamics 365.
  • Design the server architecture with load balancer which includes Front End server, Integration server, Backend server and ADFS server.
  •  Set up the CRM environment with ADFS and IFD configurations.
  • Mobile CRM customizations using Resco Woodford.
  •  Data Migration strategies using Scribe, OOTB, SSIS and custom .NET application.
  • Data Integration strategies between different ERP systems and MSCRM.
  • SSRS reports integration with MSCRM.
  • Integration between MSCRM and third party application (Click Dimensions, CTI, Kinvey)
  • Integration with Microsoft products (Microsoft Power BI, Microsoft Share Point)
  • Execution of Global onsite-offshore delivery model.


Much more than just a business solution!


Your business solution must be a true asset. That defines how we work together. No matter how we manage the project, the goal is to put a solution in place that satisfies you.

We ensure:


  • Thorough analysis
  • An eye towards the future
  • Early testing
  • Stakeholder involvement
  • Executive involvement


SmartERP allows you to continuously improve competitiveness, customer service, and cost savings due to higher efficiency.


Built-in accelerators to minimize the project execution time:


  • Tools for rapid customization to enhance the value of all relationship
  • Global configuration of business rules, process and workflow for better business Insights
  • Solution for global territory management to support any industry
  • Automation tool to generate email reminders for consumers
  • Generic solutions for case reminders and escalation emails to improve customer service response tim
  • Global scalable architecture using SSIS for data migrations to MSCRM
  • Global scalable architecture using plug-in for data integrations between MSCRM and legacy systems
  • Windows store apps for Dashboards and KPI
  • Solutions for MS SharePoint document management capabilities