Dynamics CRM 2016 for professional services

Question

I'm trying to set up our software development company on Dynamics CRM 2016. I've customized almost everything I need such as accounts, leads and processes. However, It still feels that the CRM is designed for company with tangible products and shipping, etc...

Is there a way to setup Dynamics CRM for professional service company rather than product company?

Answer 1

This is not correct.

You can perform many actions that a professional service provider business model contains. For example, you can create and/or schedule:

• Phone calls
• Tasks
• Appointments
• Emails

You can also use marketing module for your services. Campaigns and quick campaigns.

You can gather leads, work upon those unqualified leads and convert them to opportunities.

You can also record invoices for your services as your products.

And so on ...

And the best part is that Microsoft has provided so many customization and development options in Dynamics CRM that you can almost use the XRM platform to just manage any type of relationship management. So, you can customize or even add new entities and relationships to suite your particular business needs.

One thing to keep in mind: First, always try to map your business requirements on the existing CRM processes so that you can take advantage of the out-of-the-box provided processes and reporting.

Update
The deployment/set up procedure for Dynamics CRM is same for all business domain. However, you may customize and extend Dynamics CRM, put those extensions and customizations in one or more solutions and then import those solutions over the target instances.

Update
You may override product price on quote (for example) by double clicking the product grid record on the quote form. See below image: