Utilising the service of a functional consultant

When an organisation decides to upgrade their CRM system or implement a new cross platform dynamic CRM system it is a task that requires professional expertise. Pragmasysas certified Gold Partners of Microsoft comes to the rescue of many organisations that are not in a position with the required expertise to handle the enormity of the task. They provide services to organisations from the start to a successful continual utilisation of the MS dynamics CRM system.

Most organisations utilise the services of a MS dynamics CRM functional consultant like Pragmasys to walk them thorough the successful implementation of the MS dynamics CRM system. There are six important stages that need to be crossed by the dynamics CRM functional consultant for the MS dynamics CRM system to be configured and implemented in a workable manner. These functions are broadly categorised as:

  • Gaining an in depth understandingof the Clients Business Process and their current method of handling customer relations before the implementation of the MS dynamics CRM system.
  • Mapping the existing Business Process with the Microsoft Dynamics CRM system. Charting out the differences, areas of overlaps and devising ways to bridge the gaps where ever necessary.
  • Assimilating the current requirements of the clientand evaluating how this can be incorporated in to the new Microsoft Dynamics CRM system. Evaluating the changes required and the techniques in which this can be best implemented.
  • Analysing the requirements of the client with regard to the dynamic CRMsystem given its features and capabilities. Make recommendations based on insights and analysis of goals and required deliverables. Examining probabilities of a system upgrade and how it can be effectively implemented without hampering current operations but instead assist in lightening the present load of employees with automation.
  • Configuring the MS dynamic CRM system in accordance to the client’s need. Ensuring that all the existing aspects are incorporated into the MS dynamics CRM system. Modifying data storage tables, data entry forms and report strictures to meet the need of the client’s organisation.Enabling the client to store all the data that they require and doing away with unwanted data fields that take up valuable server space.
  • Co-ordinating with technical team members to meet the technical requirements of the client’s organisation. Training and facilitating the client’s technical team with the knowhow on how to handle technical issues and bugs that may arise over the course of usage of the CRM system. Training the team to make minor changes and alter system settings as required.

Discussing with the client the upgraded features of the MS dynamics CRM system that could be beneficial to the client’s organisationallows the client the possibility of improving the level of usage of the Microsoft Dynamics CRM software. Working out ways in which this can be incorporated into the current system would involve a lot of corporation from the client.

Why do you need a CRM functional consultant?

The Microsoft dynamics CRM has seen a huge spate of growth over the recent times. As more companies are seeking a centralized system on a high end platform for their Customer Relationship Management they are turning to information technology giants like Microsoft to provide effective and viable solutions. In response to this requirement Microsoft developed the MS Dynamics CRM system. The introduction of the MS dynamics CRM over the years has led to a number of firms requiring support services. Pragmasys provides implementation and customization services as Microsoft Gold partners and as a dynamics CRM functional consultant..

 When an organisation decides to switch over to a new system like the Microsoft Dynamics CRM system it involves a lot of change within the company. New techniques and systems have to be incorporated in to the daily working of the organisation causing a lot of unrest and confusion. The Microsoft dynamics CRM functional consultants like Pragmasys are adept at enabling a smooth transition from the existing system into the new Microsoft Dynamics CRM system.

 Once the MS dynamics CRM system has been installed it needs to be implemented in an effectual manner so that it serves as a resourceful structure that is capable of handling the current and future customer related process of the company. The hands on implementation of the MS dynamics CRM software enables the client organisation to better understand and utilise the features of the CRM system by taking active participation in the process.

 The need for a functional consultant

After the installation of the MS Dynamics CRM the big question arises of a dynamics CRM functional consultant, do you really need one and how does it benefit the organisation. The question of whether an organisation can survive without a dynamics CRM functional consultant is similar to purchasing the latest infrastructure and not having the expertise to effectively utilise it and derive maximum benefit from it.

 Transparent functioning by Pragmasys

Pragmasys provides complete visibility throughout the organisation across geographical locations when making any changes or fine tuning the MS dynamics CRM system. This helps the whole organisation across territories to integrate and update systems and communicate on a common platform. Queries and troubleshooting can easily be addressed by Pragmasys and other stations can update their knowledge of the intricate functioning and settings of the Microsoft Dynamics CRM software. A functional consultant like Pragmasysgets an in depth understanding of the client’s business process and then configures the MS dynamics CRM system accordingly. They help with the development and modification of a number of different componentsin the CRM software.

Mapping business process

One of the main responsibilities of a functional consultant is to map the business process. A company like Pragmasys has a team of qualified experts who specialise in the function of business process mapping. It goes without saying that this is an important procedure for every organisation to give it direction and ensure that the company is headed in the right track to achieve their maximum potential in the least possible time frame.

Customisation of software

Once the MS dynamics CRM system has been implemented it needs to be customised and configured according to the client’s requirements. This is a function that is Pragmasys specialises in. Their technical team coordinates with the client organisations team and together they work at making the Microsoft Dynamics CRM software into a beneficial and workable platform. Pragmasys provides the client organisation with valuable input and timely advice concerning the Microsoft Dynamics CRM system. They simplify and explain the features and functions of the CRM system which enables the client to understand the capabilities of the Microsoft Dynamics CRM and how they can use it as a platform to propel them to adopting faster and more effective growth procedures and increased productivity with a tight rein on ROI.

 The Microsoft Dynamics CRM system allows a total customisation option where an organisation can even modify and add their entities that are particular to their company and its operations. Customised tables, data entry forms and reports can be easily defined once the entities are in place and the relationship has been created between various entities. Pragmasys as a functional consultant assist the organisation along each step of the way starting from defining entities and creating a proper relationship channel between a number of diverse entities. A total database customisation allows the organisation to function efficiently.

CRM Integration Made Easy With Web Service

Integration made easy with web service

(Single Plug & Play Solution to call Different web service (without adding Reference) like SOUP-UI)

CRM integration is a major challenge for organizations of all sizes. All businesses today are focusing more on customer and front office to be able to provide higher value-added services and support to them. The reason for doing so is obvious, as it helps them maximize their ROI, lead to greater customer satisfaction, ensures higher revenue leading to healthy bottom line.

Due to browsers’ cross domain restriction, you cannot have JavaScript functions executing on a CRM form event or when a ribbon button is clicked calling web services outside of the CRM domain. The issue is related to a security perspective.

In this article, we are providing an example of how Single Action can be used to make a request to different web services outside of the CRM domain from a record’s form event. For this you would need to provide only the web service URL and required inputs.

In some CRM deployments we need to call multiple web services according to the requirement for different events and there is a possibility that the web service is hosted on an environment other than the CRM Domain. So there is need of Single Plug & Play Solution to call different web services.

Process Configuration
To overcome the problems in integration of web services, we can write a Single Action that would be enough to integrate multiple web services with required number of input & outputs.
Here is the process to implement this solution. The steps are really simple to understand and implement.

1. Create an Action of type process. This action would have say 4 input values and 1 output value.
2. The action would need a custom workflow activity which will work as bridge between CRM application and the external web service which could be either in same domain or different domain. This custom workflow will be responsible for fetching the required details by calling the expected web service.

Please refer to the attached dll of the custom workflow which you could use directly in any action to call web service by passing the input parameter only. Please note that you do not need to add any type of web reference of any web service.

Calling Action from JavaScript

This is the last piece of the puzzle. At this point, we simply need to call the action created
from a web resource library on any event ( e.g. Ribbon button click, OnChange of a field value etc.).

To call action from web resource library you need to write a function that is triggered when the expected event occurs at client side.

This function will trigger an action in effect and consume the values returned by action, read the output values and use the same as required.

Alternate Solution

To call web service in other domain, another solution is needed to deploy intermediate web service in same domain and call this service from CRM web resource library. This approach has its own side effects. E.g. Fluctuating results, Performance issues, maintenance in future in case of additional web methods to be added etc.


With the solution of using actions to call web services in this blog we get benefited in terms of:
1. Plug and Play Solution
2. Improved Performance
3. No Fluctuation in Results
4. Very Less Maintenance
5. One Time Efforts