Microsoft Dynamics CRM Solutions



Microsoft Dynamics CRM Customization experts

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Microsoft Dynamics CRM

Want CRM? Want to combine your CRM with the familiarity of Microsoft Dynamics Office applications? Global Vision Technology is a Microsoft Dynamics CRM Customization expert. Microsoft Dynamics CRM 2013 equips companies with the ability to improve marketing effectiveness, boost sales, and enrich customer service interactions. Global Vision Technology uses Microsoft Dynamics and customized solutions to achieve faster user adoption and an even faster return on your investment.

Advantages of using Microsoft Dynamics CRM 2013 with Global Vision Technology as a Partner

  • Familiarity for Users – With the ability to integrate directly into Microsoft Outlook, users feel comfortable and adopt the software far quicker than other CRM solutions.
  • Rapid Deployment – Deploy Microsoft Dynamics CRM quicker with the help of Global Vision Technology, versus using an in-house solution.
  • Stay Connected – With the ability to connect many users across many offices and departments, all employees will be able to stay up to date with using Microsoft Dynamics CRM.
  • Cost Guarantee – With Global Vision Technology, deploying Microsoft Dynamics CRM on a budget could not be easier. Global Vision Technology has extensive expertise that allows us to give an accurate budget that we guarantee.

Microsoft Dynamics CRM 2013 Vision: Business Applications need to be proactive, productive, ubiquitous and flexible.

Microsoft Dynamics CRM Solutions


Optimize your sales efforts by deploying a familiar and intelligent solution that all of your sales people will feel like they have already used, Microsoft Dynamics CRM 2013. Take advantage of the ability for Microsoft Dynamics CRM to be embedded in Microsoft Office. This will provide the capabilities to increase time with customers, shorten sales cycles, increase close rates, and achieve real-time insight.

What can Global Vision Technology offer for your sales team?

Using Microsoft Dynamics CRM 2013 and Global Vision Technology, companies can better coordinate with marketing by tracking leads in one centralized system, even if it’s across multiple offices. Sales teams can automatically associate email and messages with relevant leads and customers in Microsoft Dynamics CRM. The ability to see this information will allow sales teams to cross-sell and up-sell using solutions developed by Global Vision Technology.

Using custom workflows in Microsoft Dynamics CRM, you can quickly streamline the lead qualification process and keep track of conversions. Global Vision Technology helps you instantly segment your customer database to identify new leads, and automatically tracks contract renewal dates and details in Microsoft Dynamics CRM. This ensures nothing slips through the cracks.



Global Vision Technology can help customers get a CRM marketing solution that is flexible, intuitive, and engineered to fit your business.

By customizing Microsoft Dynamics CRM 2013 to fit your needs, every touch point turns into a marketing opportunity to harnesses the full potential within your customer base.

How can Global Vision Technology help marketing teams?

Global Vision Technology can help companies target their marketing efforts. Using Microsoft Dynamics CRM 2013 and Global Vision Technology as a partner, companies can create highly targeted lists and associate them with multiple campaigns. As a central point of communication, Microsoft Dynamics CRM allows target lists to be easily shared with colleagues. Microsoft Dynamics CRM can help plan and track tasks, activities budgets, and details of each marketing activity. As leads come in, they can be easily assigned and scored based on predefined workflows created by Global Vision Technology. Instantly highlight the most promising leads so sales teams can immediately contact the customers. By using Microsoft Dynamics CRM, companies can gain key insights for decision making. Marketing teams can measure your marketing success with key performance indicators. You can gain business insight with flexible dashboard and inline data visualization. Marketing teams will easily be able to identify trends using powerful predictive analytics.



Microsoft Dynamics CRM 2013 and Global Vision Technology come together to meet the changing expectations of customers with a service solution that is robust and flexible. Users will find great functionality and a familiar interface. Together, Microsoft and Global Vision Technology provide intelligent solutions that provide customer service professionals.

How Global Vision Technology helps your Customer Service

Global Vision Technology uses Microsoft DynamicsCRM 2013 to boost productivity with support representatives around the globe. One of the key features Global Vision Technology helps integrate is the ability to connect teams across businesses and provide a free flow of information.

When using Microsoft Dynamics CRM for support teams it is especially beneficial to create and bulid cases using existing customer data. Support agents will have 100% of available information at their fingertips. Global Vision Technology can setup individual or team queues so that support problems go through workflow and are quickly resolved.

Global Vision Technology helps clients use Microsoft Dynamics CRM to setup a built in knowledge repository to increase resolution on first contact. Global Vision Technology can also setup custom workflows to save time and money, allocating questions and items into queues for support individuals or teams. Additionally, Global Vision Technology will help develop rule based approvals and escalation to make sure cases end up in the hands of the right support team or individuals.


CRM Implementation


Global Vision Technology helps organizations migrate data from existing CRM solutions to Microsoft Dynamics CRM 2013. From Business Contact Manager to ACT! Global Vision Technology has experience porting over data in nearly all customer relationship solutions.

Global Vision Technology will help you migrate quickly, efficiently, and pain free. Global Vision Technology works with organizations to help migrate data from software such as Microsoft Dynamics BCM, Sage, SalesForce, Goldmine and more! Global Vision Technology helps customers prepare and track the many details of information migration. It is our commitment to personalized solutions that makes Global Vision Technology one of the preferred companies when it comes to data migration.

Microsoft Business Contact Manager

Global Vision Technology has worked with many clients to move individual sales reps from Microsoft Business Contact Manager to Microsoft Dynamics. Microsoft BCM is a great way for sales reps to keep track of customers and clients, but falls short when it comes to sharing data. Global Vision Technology can solve that problem by migrating companies from Microsoft Business Contact Manager to Microsoft Dynamics CRM.

Sage ACT!

Sage ACT! Is a great tool for keeping track of customers, but as companies grow they are going to need a much more robust system. This is where CRM needs to become XRM. Global Vision Technology can convert all of your Sage ACT! contacts and data over to Microsoft Dynamics CRM quickly and efficiently.

Goldmine Business Contact Manager

Today, many companies want a complete CRM that is fully customizable. Microsoft Dynamics CRM can provide that personalization. Global Vision Technology will give a fixed cost quote for converting from Goldmine. We are confident that we can quickly and easily convert any company from Goldmine to Microsoft Dynamics CRM 2013. This confidence allows us to immediately total the cost of the project. Goldmine works well as a contact manager, but customers wanting a more robust solution know moving to Microsoft Dynamics CRM is the way to go. Using Global Vision Technology as a partner will make it even easier!

Salesforce Online CRM

With Microsoft Dynamics CRM 2013, its cloud, and on-premise capabilities, many organizations are considering moving from Salesforce.com to Microsoft Dynamics CRM 2013. With the ability to do hybrid installs, where it’s hosted but you only pay for the licenses + service fees, Microsoft Dynamics CRM has become the most versatile software available. With Global Vision Technology, migration from SalesForce has never been easier. Global Vision Technology has helped many companies make the migration and will continue to assit others. Organizations love how smoothly and efficiently the changeover is. Most say they should have done it much sooner!

Siebel by Oracle

Many companies seeking ultimate customization are moving from solutions like Siebol to Microsoft Dynamics CRM. Migrating from Siebol to Microsoft Dynamics CRM has never been easier. Microsoft Dynamics CRM is the most customizable CRM option out there today. Not only will organizations be able to customize more, but they can do it more cost effectively using Global Vision Technology. Global Vision Technology will help you setup and develop the customizations you need to fit your business process.



Scribe Software Corporation provides cost-effective, no-coding data integration solutions for Microsoft Dynamics CRM 2013 and other business applications. Scribe solutions are simple to configure and provide ease of modification as business processes change.

Businesses use ERP system like Microsoft Dynamics Great Plains, Oracle, SAP and IBM AS/400 for managing finance, receivables, and inventory along with other functionalities. Organizations also implement Microsoft Dynamics CRM to manage relationship with customers, offer customer support and help with marketing. With this kind of deployment they need integration between Microsoft Dynamics CRM and ERP system like Microsoft Dynamics Great Plains for following purposes:

  • Information Availability: Global Vision Technology will help retrieve information from other ERP Systems and display it in real-time in Microsoft Dynamics CRM. For example, a sales rep (CRM user) receives a call from a customer enquiring about the availability of a product in a nearby warehouse. This information is maintained in their ERP system. Through Microsoft Dynamics CRM, the sale representative will be able to retrieve this information from Microsoft Dynamics Great Plains in real-time.
  • Data Consistency: Businesses who invest in ERP like Microsoft Dynamics Great Plains and Microsoft Dynamics CRM like to ensure consistency of data in business applications. This means using Data Standardization and Process Standardization. Data Standardization: Global Vision Technology makes sure all data will be standard and constant throughout the process and no information/data will be lost. Process Standardization: Global Vision Technology makes sure the data processed and all business processed remains in sync. This will allow for a smooth and quick transition.
  • Business Process Collaboration: Global Vision Technology helps businesses who want collaboration between two separate business applications. Let’s say for each sales order in Microsoft Dynamics CRM you wish to create a manufacturing request in your SAP, Global Vision Technology can make that happen.

Global Vision Technology is a Scribe Software Certified Partner and uses Scribe Insight to provided data integration and migration software solutions to help people within an organization share critical customer data, to better focus – and take action – on critical business events. Scribe and Global Vision Technology recognize that no two customers’ integration requirements are the same…even if they are integrating between the same packaged business applications. Global Vision Technology uses Scribe Insight to provide a unique approach, using configurable integration software, that will enable mid market and large business alike to achieve enterprise-class integration.



Global Vision Technology Simplifies the Sales Process

Global Vision Technology, with the help of Microsoft Dynamics CRM 2013, can develop custom workflows or “Processes” to better enable companies to develop their CRM around their sales cycle. With CRM 2013, Microsoft has taken workflow even further by adding interactive dialogues. These dialogues can collect and process information using scripts which help walk users through a process. Dialogs require user input upon completion. This way, even if a person has never used Microsoft Dynamics CRM before, the system will walk them through from lead to opportunity

Examples of Custom Workflow

  • Automatically assign a contact to an account based on the person’s email address.
  • Automatically assign leads to both sales representatives and sales managers so that communication flows freely.
  • Automatically add follow ups to your calendar so you never have to worry about letting a lead slip by.
  • Integrate Sharepoint with Microsoft Dynamics CRM so all shared documents are stored, safe, and viewable to even those without a Microsoft Dynamics CRM license.
  • Automatically visit the site of a new contact and pull down company information.


Is Your Business Dynamic?

Give your team the familiar and intelligent features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface, mobile applications and embedded Microsoft Office capabilities to increase user adoption, improve planning and reports and close leads faster.

Demo Video

The new Microsoft Dynamics CRM has a cleaner, faster and more intuitive user interface, all to drive your productivity. In this video, Eric Boocock, Senior Product Marketing Manager at Microsoft Dynamics shows new elements like the touch enabled navigation model, a new version of the customer record, a new command bar and more.

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