Our Services
End-to-End Development and Implementation
We handle all end to end aspect of the project, from requirements engineering through Dynamics 365 CRM configuration and customisation to additional inbound and outgoing integration. We define clear objectives and desired outcomes for implementing Dynamics 365 CRM for your Organisation. …With out-of-the-box capabilities of Dynamics 365 CRM we leverage the standard features and configurations to meet your requirements whenever possible, as it minimizes complexity and reduces future maintenance efforts.
Integration with external application
Our Team identifies any existing systems or applications that need to be integrated with Dynamics 365 CRM, such as ERP, marketing automation, or customer service platforms. Then plan and execute the integration to ensure seamless data flow and process automation across systems.
Upgrade & Migration Services
We help you upgrade your CRM system to the latest versions of Dynamics 365 CRM.
By developing a data migration strategy we ensure a smooth transition from your legacy systems to Dynamics 365 CRM. The data is cleansed and validated, mapping it to the appropriate fields in the CRM system, and then plan for data migration in stages to mitigate risks and ensure data accuracy.
Testing and quality assurance
Our Team conducts rigorous testing of the Dynamics 365 CRM system to ensure it functions as expected and meets your business requirements. Also, test different scenarios, workflows, and customizations to identify and address any issues before going live.
System Maintenance & Support
We run a pilot phase with our clients team users to gather feedback and validate the system’s performance. Incorporate their feedback and make necessary adjustments to improve user experience and system effectiveness.
Process Consulting
Zelite provides ongoing support and maintenance for the Dynamics 365 CRM system post-implementation. We establish a support team to address user queries, troubleshoot issues, and continuously optimize the system to align with clients evolving business needs.
Training Services
We provide comprehensive training programs for our end users to ensure they understand the benefits of the CRM system and how to effectively use it. And implement a change management strategy to communicate the value of the CRM system, address resistance, and drive user adoption.
Microsoft Dynamics 365 Sales
Dynamics 365 Sales bring together the entire sales team to facilitate the buyer journey. As a seller, focus on prioritized customers and activities; use effective conversation techniques with built-in collaboration. As a sales manager, plan and forecast with real-time visibility.
It facilitates the sales team to nurture strong relationships with their prospects, take actions based on insights, and close deals faster. Use Dynamics 365 Sales to your accounts and contacts, boost your sales from lead to order, and create sales collateral.
1. Leads Management
2. Forecast and manage pipelines with certainty
3. Targeting the Right Prospects
4. Improved Customer Service
5. Boosting Sales Productivity & revenue with AI
Microsoft Dynamics 365 Marketing
Dynamics 365 Marketing elevates customer experiences, empowering you to orchestrate personalized journeys across all touchpoints to strengthen customer relationships and earn loyalty. The Dynamics 365 Marketing works seamlessly with Dynamics 365 Sales, Dynamics 365 Customer Service and other D365 solutions allowing you to make faster and better decisions using the power of data and AI.
Dynamics 365 Marketing modules include capabilities to create graphical emails and design interactive customer journeys to support marketing initiatives.
1. Personalise the customer experience
2. Reduced administrative time
3. Simplify event management
4. Seamless collaboration across departments
Microsoft Dynamics 365 Customer Service
Surpass customer expectations by delivering exceptional service on any channel to earn customers for life.
Enables businesses to deliver faster, client-centric support with visibility into operations and performance with access to easy-to-use dashboards and in-depth analysis reports.
1. Get a 360-degree view of your customers
2. Simplify case management with a unified interface
3. Optimize your customer service operations
4. Improve agent and customer experiences using AI-driven insights and analytics
Microsoft Dynamics 365 Field Service
The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. It combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they’re onsite with customers fixing issues.
1. Increase field employee’s productivity
2. Optimize On Field service operations
3. Personalize customer experiences
4. Dispatch the right technician, Automate scheduling, & Cost-effectively assign work
5. Better manage resource assignments.
The Results of Using a Dynamics 365 CRM for Businesses are Outstanding
-75%
in manual effort across sales, marketing, and customer service
+40%
-25%
+35%
+65%
+30%
in customer Retention
Dynamics 365 CRM Integrations with Microsoft Products
Microsoft office 365
Microsoft One Drive
Microsoft Share point
Microsoft Power BI
Microsoft Power App
Microsoft Power Automate
Microsoft Teams
Case Management Tool
Solutions Deployed
Bespoke CRM
Applications Deployed
Enterprise Solutions
Implemented
Clients Severed
Globally
Industries
Served
Industries We Serve
Education
E-Learning
Agro
Media
Fin-Tech
Manufacturing
Automobile
Market Research
Pharmaceutical
Oil and Energy
CRM Clients
Exclusive Offers
Quick Start
Essentials
- 3 Dynamics 365 Sales Professional
- 5 Days of Standard Implementation
- The Dynamics 365 Sales subscription cost is billed on an annual basis
| Features | Details |
| Environment Creation (Dev. & Prod.) | 2 Org. |
| User Configuration and Security Roles | Up to 3 |
| Workflow Setup | Up to 3 |
| Business Units Setup | Up to 1 |
| Mailbox Configuration * | Up to 1 |
| Email Alerts and Notifications | Up to 5 |
| Dashboards and Reports | Default |
| Word Template Configuration | Up to 1 |
| Product Catalog Setup | Up to 15 |
| Product Family Hierarchy | Up to 1 |
| Price List Setup | Up to 1 |
| Sales Business Process Setup | Up to 1 |
| Custom Entities (Forms) | No |
| Field Level Customizations | Up to 30 |
| Mobile App Setup and Configuration | Yes |
| Language Setup | English |
| Branding Setup * | Limited |
| Integration Teams | 3 Users |
| Integration Outlook | No |
| SharePoint Integration | No |
| Data Migtation (Excel Only) * | No |
| Advanced Analytics and AI Integration * | No |
| Sales Performance Monitoring * | No |
| Training | Yes |
| Features | Details |
| Environment Creation (Dev. & Prod.) | 2 Org. |
| User Configuration and Security Roles | Up to 3 |
| Workflow Setup | Up to 5 |
| Business Units Setup | Up to 3 |
| Mailbox Configuration * | Up to 3 |
| Email Alerts and Notifications | Up to 15 |
| Dashboards and Reports | Up to 3 |
| Word Template Configuration | Up to 5 |
| Product Catalog Setup | Up to 20 |
| Product Family Hierarchy | Up to 2 |
| Price List Setup | Up to 3 |
| Sales Business Process Setup | Up to 3 |
| Custom Entities (Forms) | No |
| Field Level Customizations | Up to 50 |
| Mobile App Setup and Configuration | Yes |
| Language Setup | Up to 2 |
| Branding Setup* | Limited |
| Integration Teams | 5 User |
| Integration Outlook | 5 User |
| SharePoint Integration | Yes |
| Data Migtation (Excel Only) * | Yes |
| Advanced Analytics and AI Integration* | No |
| Sales Performance Monitoring * | No |
| Training | Yes |
Sales Transformation
- 3 Dynamics 365 Sales Professional
- 30 Days of Standard Implementation
- The Dynamics 365 Sales subscription cost is billed on an annual basis
| Features | Details |
| Environment Creation (Dev. & Prod.) | 2 Org. |
| User Configuration and Security Roles | Up to 3 |
| Workflow Setup | Up to 10 |
| Business Units Setup | Up to 5 |
| Mailbox Configuration * | Up to 5 |
| Email Alerts and Notifications | Up to 25 |
| Dashboards and Reports | Up to 3 |
| Word Template Configuration | Up to 10 |
| Product Catalog Setup | Up to 25 |
| Product Family Hierarchy | Up to 5 |
| Price List Setup | Up to 5 |
| Sales Business Process Setup | Up to 5 |
| Custom Entities (Forms) | Up to 3 |
| Field Level Customizations | Up to 100 |
| Mobile App Setup and Configuration | Yes |
| Language Setup | Up to 2 |
| Branding Setup* | Limited |
| Integration Teams | 10 User |
| Integration Outlook | 5 User |
| SharePoint Integration | Yes |
| Data Migtation (Excel Only)* | Yes |
| Advanced Analytics and AI Integration* | Yes |
| Sales Performance Monitoring* | Yes |
| Training | Yes |
* The promotional package is specifically valid for customers located in India.
Solutions Delivered Globally
Our Clients Say
Working with Zelite's Dynamics CRM services has been an amazing experience. The team displayed expertise and professionalism throughout the entire process, making it a pleasure to collaborate with them. After implementing Dynamics CRM, we noticed measurable improvements in our business operations. We were able to streamline our sales processes, resulting in increased customer satisfaction and higher sales conversions. It has made a noticeable difference for our organization. Zelite's team effectively addresses our specific needs and requirements during both the implementation and ongoing support phases. They took the time to understand our unique business processes and customized the CRM solution accordingly. We feel well taken care of throughout the entire journey. We are very satisfied with the quality of support and assistance we received from Zelite. Their team is consistently available to address any concerns or issues that arise, and their response time is impressive and ensure our CRM system runs smoothly. I would highly recommend Zelite's Dynamics CRM services to other organizations. Their expertise in CRM implementation, combined with their great support, makes them a reliable and trusted partner. We've experienced significant positive impact on our business, and I believe others can benefit greatly from their services too.
