The flexibility of Dynamics CRM

Every organisation would prefer to use a CRM system that offers flexibility. A system which can be conformed and cater to their particular prerequisite of an organisation is the ideal choice. The Microsoft Dynamics CRM is the perfect solution for many organisations for several reasons. The most prevalent being the ease with which it can be customised. The user friendliness of all Microsoft products goes without saying. The comfort with which the Microsoft Dynamics CRM is able to integrate with other Microsoft products is matchless. These features ensure that flexibility of the CRM system.

Easy customisation and development

The Dynamics CRM uses common standards such as HTML, .Net and Java. This is a great advantage for organisations. A company can have their own levels of customisation when the need arises rather than having to depend on an external technical support team to do the job. These are common platforms and most technical experts are familiar with java, .Net etc. No special training is required to customise the CRM. This is a huge benefit for large organisations. Hiring a technically qualified person can lead to cost saving as well as serves as a great time saving option. Small issues can easily be resolved in-house without the intervention of a technical support team. This can speed up business processes.

Convenient integration

The use of Microsoft products has been an integral part of business ever since the introduction of Information Technology. In India we are quite dependent on Microsoft operating systems and the Microsoft Office. The convenience of using MS Outlook has eliminated major email and communication concerns across various platforms. Emails can be organised and contact information stored in a comprehensive and organised manner. Integrating MS Outlook with Dynamics CRM enables the user to take advantage of the CRM customer database while using a familiar platform for communication.

Over the last decade Skype has become a very essential mode of communication with video conferencing facility. People in different locations can easily converse through this medium. This low cost mode of live streaming and communication has reduced the need for travel. Skype allows real time face to face meetings across the globe.

The ease with which the MS Dynamics CRM integrates other Microsoft products is a feature that is greatly appreciated. With similar standards and platform other useful Microsoft programs can still be used for performing essential job functions. Data and large files are shared over SharePoint.

Support for transition to Dynamics CRM

To setup Microsoft Dynamics CRM it is best to consult with Microsoft Partners like Pragmasys. The Pragmasys Team can study your current setup and advise the best options for the MS Dynamics CRM. We can also perform a detailed system mapping to ensure that your current processes are all incorporated and better workflows are charted out to simplify the tasks at hand.

Pragmasys assures a smooth transition from the current system to the Microsoft Dynamics CRM and minimal inconvenience to the user. Operational downtime is limited to the minimal possible. Proper training can help employees comprehend the new CRM system and maximise the total value of the Dynamics CRM system. The Dynamics CRM offers many great features and helps to speed up processes by automating mundane tasks.

World class CRM for Real Estate Industry

The real estate industry hinges on generating leads and maximising the conversion of these leads.

Each real estate firm has a record of contacts that have shown some interest in purchasing or selling a property.  These are valuable contacts and their information needs to be recorded for future reference and use.

The contacts database comprises of potential customers. Being able to serve their specific need is what generates business for a Real Estate Agency. Leveraging the available data in an efficacious manner is the solution delivered by PragmaRealty.

Effectively Managing contacts

When we think of managing contacts the first thought that comes to mind is to store the contact details in an organised manner where it is easily accessible when required. However, the PragmaReality gives a totally new meaning to contact management.

Organised storage is the obvious feature. PragmaReality is a specifically designed program based on the Microsoft Dynamics CRM. PragmaReality is put together after a detailed study of the intricate operations of the real estate sector. As good as it may sound for Real Estate companies to say that they have a database full of clients, the truth is that each contacts loyalty can be questioned. While clients may have approached your company for their requirement there is a high possibility that they may also be talking to other Reality companies. How do you keep their focus and attention?

Matching need with availability

Every customer has a particular need. They may have certain criteria’s which are not easily available or is not currently available. Very often Reality firms may miss out on opportunities due to not being able to match the need of an existing contact with the available real estate options. To automate this system the PragmaReality offers a Real Estate firm the option of customising the data storage tables to record data in a manner where property specifications can be easily matched with the requirements of the existing database of contacts.

Predefined queries can help search if there are any contacts with a similar requirement as the property that is now on the market. With the help of detailed search criteria’s ready buyers can be easily located in the database. The need for spending additional money to advertise the property is reduced considerably, while capitalising on the database of contacts.

Customer Relationship

Maintaining a good relationship with contacts is imperative especially in a highly competitive environment like real estate. Regular communication is the best method to keep in touch.

Automated greeting emails or messages which are personally addresses can be sent to contacts on festive occasions and special occasions like birthday, anniversary etc. This communication renews the link with the contact.

Upgrading to PragmaReality

Making PragmaReality work for you is a task that is efficiently carried out by the technical experts at Pragmasys. The team will customise the CRM and define data storage tables, search queries and comprehensive reports to meet the specific needs of your firm.

With PragmaReality Real Estate firms are able to take full advantage of their contacts database and utilise it to generate business. It helps to reduce spends on advertising. The PragmaReality is also able to source new leads through studying the online activity of people in your area. This can help build up your contact database without any effort.

The powerful Dynamics CRM analytics

Microsoft Dynamics CRM is one of the leading CRM systems globally. This position is propelled by a few underlying factors and powerful resources. One of the prominent features of the Dynamics CRM which makes it a preferred CRM is the MS analytics encompassed within the CRM system.

Recognising useful tools and being able to leverage it to benefit the growth of an organisation is a step towards the pinnacle of success and development. Analytical tools are useful for developing efficacious marketing strategies. The powerful reporting engine of the Microsoft Dynamics CRM enables in depth progress monitoring. It provides information in a format that can be easily understood. Relevant data can be compiled in a readable layout. The direction of a marketing strategy can be best defined when analysed against the outcomes or current headway.

When analysing data the sales and marketing team requires:

  • Summarised information: The relevant information in a summarised manner which can give an overall view of the effectiveness of the strategy. A data report from the CRM provides the necessary information.
  • Real time statistics: It is essential to have the statistics up to date on a real time basis to support accuracy. Microsoft Dynamics enables remote access to employees whereby they can update the CRM on a real time basis.

Quick data analysis

Most people use MS Excel for data analysis. The familiarity of the spreadsheet and the ease with which it can be operated allows effective sales strategy analysis. The Microsoft Dynamics CRM easily integrates the Excel spreadsheet for improved data visualisation.

Integration of BI

The BI integration into the CRM has been a revolutionary feature and great advantage for organisations. It provides valuable insights and works as a powerful channel towards fresh capabilities in building customer relationships and acquiring new customers. It is a superpower in data analysis and assists in discovering patterns for possible growth. The BI feature has immense proficiencies in providing for marketing key indicators. It is embedded in the dashboard and can be conveniently leveraged for interactive reports. The Business Intelligence function is accessible for various different spheres and inculcates a sense of dependability on the CRM by employees thereby lightening the analytical workload and allowing better time utilisation.

Organised messaging

The powerful messaging feature of the Microsoft Dynamics CRM assists immensely as an effective medium for communicating with potential customers. It allows the organisation to derive higher TAT and conversion rates. Communication with potential customers includes sending them quotations, price lists, product descriptions and various other product related details. It can be used to respond to queries and clear doubts.

Pragmasys CRM support

Leveraging the powerful MS Dynamics CRM analytics features may require an introduction and familiarisation training. Pragmasys is a Microsoft Gold Partner and adept at assisting organisations with setting up the Microsoft Dynamics CRM. Pragmasys can customise the Dynamics CRM according to the requirements of the organisation and conduct training session on how to fully utilise the numerous features available. Making use of the predictive insights that the Dynamics CRM offers enables organisation to get at edge over competitors.

Microsoft Dynamics provides an end to end solution for organisations with a powerful reporting engine and various data analytical tools which can be leveraged to promote marketing and increase sales. It leads to higher ROI and propels improved bottom line.

The CRM advantage for Insurance firms

An insurance organisation needs a CRM system that can be leveraged to multiply sales. The PragmaAssurance is a CRM system designed especially for the insurance domain. It is based on the Microsoft Dynamics CRM and offers a number of special features that are aimed towards the propagation of insurance firms for greater gains.

The insurance industry has a strong arm in PragmaAssurance. This highly competitive market requires a plethora of innovative and creative tools to scour good leads. The Dynamics CRM Market Analytical tools can help generate leads. Using information compiled from online history the CRM is able to extract potential leads for the firm. Online lead generation can be conducted area wise by sales teams.

Lead management

The challenge is not over once the lead is discovered but lies in the conversion. With a highly effective query system of the Microsoft CRM, insurance agents are able to quickly locate the desired information and have it at their fingertips. Customers can sometimes present peculiar queries and being forearmed is the benefit of the PragmaAssurance. The powerful search engine enables agents to source the specific required information quickly.

The CRM advantage for Insurance firmsable to deliver a higher rate of policy closures. Leveraging the MS Dynamics CRM augments the customer base horizon.

Customer Retention

Every organisation needs to invest some time and effort in retaining their existing customers. Customer retention is of high priority to most firms as this is what keeps the company afloat. The PragmaAssurance CRM ensures that a healthy relationship is maintained with the customer. Communication is an essential tool for substantiating a relationship

Easy integration of other Microsoft software like MS Outlook enables employees to utilise a familiar interface for email communication. The user can take advantage of the option of predefined email templates for faster and more effective communication.

Digital Asset Management

Insurance companies have a humongous quantity of paperwork and supporting documentation attached to each policy. It is essential to store this documentation in a manner that it can be retrieved easily when the need arises. Today most of this documentation is available in a digital format or can be easily converted. PragmaAssurance provides efficient digital asset management. Documents can be catalogued under the appropriate categories and can be accessed whenever required.

Lead management

An efficacious lead management system can optimise the sales process and increases growth. Lead management starts with finding the right people who are interested in your product and them presenting them with the offer before your competitors. PragmaAssurance ensures that a sales agent can confidently present information in a compelling manner to quell customer’s queries.

Maintaining a relationship with potential customers is a feature that the PragmaAssurance CRM handles successfully. Automated emails regarding new offers and schemes as well as personalised greetings on occasions important to the customer. These emails and SMS communications are automated and do not require any manual intervention.

PragmaAssurance is a Pragmasys product. Pragmasys is a Microsoft Soft Gold Partner and experts on helping insurance firms generate better profit margins and increase their bottom line by effectively using the customised PragmaAssurance CRM system.

Getting the best out of your Dynamics CRM

Investing in the Microsoft Dynamics CRM involves careful deliberation. The product comes at a high price and an organisation needs to be absolutely certain that they can truly benefit from it. This is one of the greatest areas of concern that needs to be addressed at the onset.

Every organisation needs to be clear about three core aspects:

  • Why they are investing in a CRM system?
  • What do they expect out from the CRM?
  • How to derive the best from the CRM?

A CRM, if utilised to its full potential is great value for money. At the very beginning an organisation needs to ensure that it understands the benefits that MS Dynamics CRM offers and how to obtain the maximum from it.

How to get the best from your CRM?

Every CRM has a number of features which are designed to help a company improve its performance and increase its profits. The first step to getting the maximum from your CRM is to have a Microsoft certified professional team to implement and customise the CRM. Getting the CRM customised to the organisations needs is important. Modification and updates are an ongoing process but it is important to start right.

Mapping your existing system to the Microsoft Dynamics CRM is the initial step of transition. But it should not stop here. The ideology behind investing in the Microsoft Dynamics CRM is to upgrade business functions. This extends beyond an improved customer relationship. It reiterates the resolve to take operation to a newer level with new operational standards.

Incorporating new features

It may require an in-depth study of the operational processes by the Pragmasys team to be able to analyse the needs and requirements of the organisation. A business analytical study can help identify new areas of functioning which can benefit from the Microsoft Dynamics CRM. Introducing new features to the management and working in unison to recognise potential areas where these can be leveraged for expansion and further growth.

Locating potential customers

The Microsoft Dynamics CRM feature to located potential customers based on their online activity can help companies generate leads. These leads can be categorised geographically thus helping to save time and increase productivity.

Dynamics CRM Service Provider

One of the key factors of getting the most out of the Microsoft Dynamics CRM involves partnering with a Microsoft CRM certified firm like Pragmasys. Clients are secure in the knowledge that their CRM is being professionally managed. However, there is more to it. When the Pragmasys Team work closely with a company they are able to advise you regarding features and options available in the Microsoft Dynamics CRM which could facilitate operational procedures, projects and workflow. This enables the organisation to get more out of the CRM by using other available features.

Getting a good start is essential to maintaining a steady inline of business growth. Some organisations in a bid to reduce investments costs compromise on the implementation services, which in turn leads to a backflow and loss of time and money in the recovery process.

Deploying a CRM in a fruitful manner should be considered as a long term investment. Though the investment is significant the focus should be on taking expert counsel on utilising it in the best possible manner where it will increase revenue, productivity and efficiency.

10 reasons to choose Microsoft Dynamics CRM

The Microsoft Dynamics CRM is powerful and flexible. It is the ideal solution for small and big business alike, with a high range of customisable options. MS Dynamics CRM is also one of the few CRMs which offer a choice between On Premise and Cloud hosting. While smaller single locations business may prefer having their CRM hosted on their own server, larger global organisations can avail of the cloud hosting option.

There are multiple reasons which make the MS Dynamics CRM the perfect choice for your business.


  1. Marketing campaigns: The Microsoft Dynamics facilitates the Marketing Team with setting up marketing campaigns and executing them in an efficacious manner. The campaign budget can be utilised in a productive manner, deriving the best outcome and high returns.
  2. Powerful reporting engine: Accessing information from the CRM becomes effortless with the advanced features offered by the Microsoft Dynamics CRM. Up to date customised reports using the local or global scale data can be generated on a real time basis.
  3. Advanced filters: Finding the needed data is an easy task with the great search options and the advanced filters. Filters are a valuable tool when it comes to streamlining data, making reports and searching to specific data.
  4. Manage leads: Generating leads and ensuring conversion is a part of the marketing analytics feature of the MS Dynamics CRM. The leads can be tracked and managed. The follow up and conversion can be monitored.
  5. Role Specific Dashboard: One of the best features of the MS Dynamics CRM is that the Dashboard can be customised to suit the user’s requirements. This facilitates employees to function better and perform given tasks faster.
  6. Management: The Microsoft Dynamics CRM enables the senior management to keep track of the on goings in the organisation. It allows remote management facilities and can be accessed globally.
  7. Integrating business network: An organisation can have central management across the world through the MS Dynamics CRM. Performance data can easily be monitored and corrective action taken when required. Management of a global network becomes easier.
  8. Problem Handling: Internal problems can be addressed on a global scale enabling a wider solution perspective. Problem areas can be tracked and the issues solved in the initial stages.
  9. Higher productivity: Every organisation is on the lookout for ways in which to increase productivity. Streamlining operations through the MS Dynamics CRM can help to derive better manpower utilisation.
  10. ROI: Increased productivity and profit margins helps to balance the overhead costs and thereby deliver a better ROI.


Taking full benefit out of your MS Dynamics CRM is an area of concern for every organisation. The implementation and customisation of the Microsoft Dynamics CRM plays a vital role in defining the type of returns an organisation can get from the Dynamics CRM.

Technically qualified and authorised firms like Pragmasys can help clients with the implementation of the MS Dynamics CRM. Pragmasys is a Microsoft Gold Partner and adept at helping a client’s organisation map their current organisational process with the new CRM system. They analyse the operational patterns and update the management on the helpful features available in the Microsoft Dynamics CRM which can promote business operations to new levels. Many clients are not aware of the multiple features within the Dynamics CRM which can be leveraged for better ROI. This is the where Microsoft authorised firms like Pragmasys can be a valuable asset to businesses.