Dynamics CRM Custom Development Capabilities

www.solzit.com
absolute solutions for your business
Capabilities Overview

Table of Contents
1 About Us
2 Competencies
3 Our Customers & Cases
4 Contact Us
Soluzione IT Services | www.solzit.com 2

We Are
Soluzione.
We are leading IT developers and Digital Transformation
specialists who can help businesses from all types of
industries modernize into the latest information age. We
have successfully engineered solutions to help build
business flows, sales automation, customer service
management, data migration, integration and lot more..

Microsoft Business Applications: Our Services
Soluzione Teams can provide Full services or Bespoke Implementation & Support for your Microsoft
Business Applications: Dynamics 365, M365, Power Apps, Power BI and Power Automate
FULL-SERVICE APPLICATION DEVELOPMENT
VERSION UPGRADE & DATA MIGRATIONS
DEVOPS, PERFORMANCE TUNING & OPTIMIZATION
MAINTAINANCE & RESOURCE AUGMENTATION
Get more out of your Microsoft
Business Applications
Our services are designed with your present and
future needs in mind, ensuring that your business
functions optimally. We strive to leverage existing
investments, optimize spends and yet be future ready .

Microsoft Partnership

Mission and Vision
Mission
“Deliver best of breed technology solutions while providing
the right mix of business consulting and technical
expertise.”
Vision
“Be trusted advisor of our customers and become a leading
technology solutions provider in the global marketplace.”

Our History
Journey so far
Start
A dream takes shape and
Soluzione is born
2011
Enhance Capability
Soluzione not only offers built-
to-suit technology enabled
solutions but starts building
industry frameworks
2014
New Competencies
MS Power Platform & UiPath
RPA
Microsoft Preferred solution
D365 CE CRM Apps on
Microsoft AppSource
2019-21
Global
Acquired global customers (Europe,
North America, Canada & Australia)
across multiple industry verticals.
Company entities now live in Singapore &
USA
2012-13
Award
ISO Certifications
State Government allocates 1 Acre land
in Technology Park to Soluzione for
developing world class facility-10K+ sq ft
floors now gone Live in 2020
2015

Our Team Composition
D365CE & PowerApps
Specialists
Development Engineers
Business Analyst & Leads
Quality Assurance
Digital Services
05
15
20
06
04
Current Core Team Distribution

Global Customer Footprint

01
02
03
Quality Focus
We believe in “Kaizen”
ISO 9001:2015
Consistently provide products and
services that meet customer's
requirement and satisfaction levels
ISO 20000-1:2015
Management System standard for Software &
Product Development and other IT enabled
services
ISO 27001:2013
Establishing, implementing, maintaining and
continually improving an information security
management system within the organization.

Key Technology Expertise
Leverages Development & Support Competencies for Microsoft Stack and complementing technology expertise
Microsoft Dynamics 365 CE
Microsoft Azure & M365
Microsoft Power Platform
Power BI
UI Path RPA
SQL Server Reporting Services
Enterprise Customer relationship
management (CRM) Development &
Custom Implementations
Deliver Cloud computing , Configure MS
Office 365, Collaboration (Teams &
SharePoint) and communication tools
Build end-to-end automated business
solutions for productivity connected with
Data Verse and 100s of data sources
Deploy Tools and services that create and
manage mobile and paginated reports.
Develop Process Automation using
attended & Unattended BOTs with
Orchestration
Create Highly Interactive Dashboards,
Reports & Data Visualisations

Industry Experience
Since Inception Soluzione has worked on developing LOB (Line of Business Applications) across verticals.
Our experience cuts through multiple industry verticals
across large enterprises, Small and mid-sized
organizations
Financial Services
& Insurance
Real Estate
Health & Care
Services
Travel &
Tourism
Education
Not for-Profits
Event &
Membership

D365 CRM Solution Accelerators: Industry Frameworks
We have built multiple D365 CE Industry accelerators with best practices to speed up your deployment
Education
Health & Care Services
Financial Services & Insurance
Direct Marketing

Dynamics 365 CRM: Add-Ons Developed
Add-ons for your Dynamics CRM ensuring last mile productivity and efficiency.
Activity Timeline
Kanban Board
Boost work efficiency to next level with Interactive
Kanban Board
Digital Signature
Affordable e-signature solution that
allows business users to send, sign,
and track any documents without ever
leaving Dynamics CRM.
SharePoint Metadata
Xero/MYOB Connector
Attain easy and smooth two-way integration
between Dynamics 365 CRM and Xero/MYOB
SMS Adapter
Send text messages to Contacts, Accounts
or Leads right from Dynamics CRM
View customer interactions in
an integrated & interactive
vertical timeline manner. Capture SharePoint Metadata within
Dynamics 365 CRM

PowerApps Development
Building Attended and Unattended BOTS to automate and re-engineer repetitive Business Processes
Use Cases
• Model Driven PowerApps Development for LOB
applications.
• Self service PowerApps Portals and Mobile Apps
• Create Low Code Canvas Apps and Agile Applications
for O365 users
• ERP & CRM licensing cost rationalisation for
low/specific usage
Soluzione Experience
• UI Automation testing for solution built around
Dynamics 365 and Other enterprise systems
• Web Scrapping bots to capture data from web
pages and ingest into Dynamics 365 CRM

PowerApps- Insurance LOB Application
Insurance Product Configurator and Digital Application Journey developed on MS Data verse and Power Apps

Power BI
We Build Powerful Data Visualisations on Power BI connecting Multiple Data Sources
Use Cases
• Track and identify the key data sets
• Data Visualizations & Business Intelligence
• Interactive Real Time Dashboards
• Connect to Multiple Data Sources & Platforms
• ETL from SAP, Data Warehouse & Data Modelling to Visualize
Dealer performance on KPIs for Leading Automotive Giant
• Created Interactive Sales & Revenue Performance
Dashboards
• Realtime Student Application and Enrolment pipeline with
forecasts for Training & Education Institute

Interactive Dashboards
Use Case : Realtime Student Application and Enrolment pipeline

Marketing Automation- ClickDimensions
ClickDimensions Marketing Cloud is the only unified marketing automation, social media marketing and
Analytics Platform for Dynamics 365 CE
Use Cases
• Email Marketing, SMS messaging and Campaign
Automation.
• Lead Scoring, Landing Pages , Visitor Tracking, Social
Marketing & More
• Integrate Webforms, Event Management and
Intelligent Dashboards
• Unified Management of Marketing and Sales
Processes
• Expert ClickDimensions partners .
• Implemented Full scale Marketing Automation
for leading North American Not for Profit
Association
• Integrated Eventbrite event management
system with ClickDimensions and Dynamics 365
CE.
Marketing Automation - Pricing | ClickDimensions

Customer Gallery
Some of our showcase customers for Dynamics 365 CRM

Renodis Telecom, USA
A full life cycle telecom management company
Ted Hanson
IT Director, Renodis Telecom, US
Voice of Customer
“We have been working with Soluzione for 5 years,
from initial implementation through accommodating
constant business-driven changes in our systems and
multiple major software upgrades to support the
unique set of services Renodis provides our clients. In
my long career of systems development, consulting
and management, I cannot think of a better and more
responsive partner to work with. We appreciate the
long-term relationship, exceptional results and trust
that Soluzione has built with Renodis”
http://www.renodis.com
Minneapolis, USA
Soluzione Services
Dynamics CRM Configuration & Customization
BI Dashboards & SSRS Reports
XRM & 3rd Party Services
Microsoft Dynamics Portals, PowerApps

Project Reference
Student Lifecycle Management for Australian Tertiary Education (RTO) Provider
As a Registered Training Organisation (RTO),
Queensford College offers nationally
recognised qualifications. These courses
provide the appropriate competency
outcomes and satisfactory basis for
assessment and they meet national assurance
requirements.
About Customer
Queensford had used many student
management systems in the past but they
couldn’t meet their requirement due to
inflexibility in customizing those systems
according to our needs.
Situation
Soluzione developed customized education
solution on top of Dynamics 365 CRM with
sales marketing, student admin, student
service all working in one platform rather than
working in multiple platforms.
Services Provided
Queensford came across Soluzione who
offered customized solution (SolzRBM
Framework for education) built on top of
MS Dynamics 365 CRM.
Solution
Green Field Application

Queensford College
Committed to the success of our students.
Rupesh Pathak
Head of Operations
Voice of Customer
“We have used many RTO student management
systems in the past but couldn’t meet our
requirement due to inflexibility in customizing those
systems according to our needs. We came across
Soluzione who offered customized solution (SolzRBM
Framework) built in MS Dynamics 365 CRM. Their
team spent one complete week with us to understand
our processes. Now we have been using the system
for last 4 months and very happy with the outcome.”
https://queensford.edu.au/
Brisbane, Australia
Soluzione Services
XRM & 3rd Party Integration
Custom Web Portals
Document Generation & Reports

Project Reference 2
Not for Profit Association & Membership Management on D365 CE
New Jersey Tech Council provides business
development, education, networking and
recognition opportunities as well as
advocacy for the state and region‘s
technology businesses.
About Customer
NJTC was running on-premise Microsoft CRM
3 version and needed to migrate to latest
platform with added features to support its
growing membership base.
Situation
Soluzione developed cloud-based CRM
solution based on Microsoft Dynamics CRM
Online and external Web Portal. Migrated
entire data from on-premise CRM to cloud
based Dynamics CRM.
Services Provided
NJTC selected Soluzione for its technical
expertise and cost effectiveness. Soluzione
used consultative approach and carried out
detailed activity to understand migration and
future needs.
Solution
Dynamics 365 CRM
Migration

New Jersey Technology Council (NJTC)
EMPOWERING INNOVATORS & ENTREPRENEURS WHO PROPEL THE FUTURE
Erwin A. Racimo
IT Coordinator, New Jersey Tech Council
Voice of Customer
“New Jersey Technology Council partnered with
Soluzione IT Services in September 2015 and we have
been extremely satisfied with our choice of provider
for our CRM migration. In fact, Soluzione IT Services
has exceeded my expectations. We held weekly
meetings to meet our agile requirements and to track
progress of the project. By allowing Soluzione IT
Services team of developers to provide the best
migration path from MS CRM 3.0 to the online version,
they have been knowledgeable and professional
which allowed NJTC to transition to cloud services
seamlessly.”
https://www.njtc.org
New Jersey, USA
Soluzione Services
Dynamics CRM Platform Migration
XRM & 3rd Party Services
SSRS Reports

Contact US
Reach outs to us for any technical consultations and project ideas you want an estimate and quote
Global Delivery Centre
Soluzione IT Services
B52 , IT Park
Badwai
Bhopal ( Madhya Pradesh )
INDIA
Pin – 462036
Email : Info @solzit.com
Website: www.solzit.com

Dynamics CRM Custom Development Capabilities

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