Premium Support for MakeCRM

Premium Support

Microsoft Dynamics CRM’s solution is easy to use and customize, but having an expert user available rather than a novice user to customize the installation can mean the difference between success and failure. The previous support levels are improved by decreasing response time.

The Premium Support also includes management services on the basis of its CRM entities and it gives you the option to also choose to administrate services on new entities created within your organization.

Administration Categories/ Types	Administrator Task Description
Installation
Users	Add/Edit/Disable users
Roles	Manage roles and their hierarchy
Profiles	Manage profiles
Public Groups	Manage public groups
Main Page
Company Message	Summary message
Create and update links	Useful links (to websites and external/internal reports)
Activities
Task fields	Standard and customized field updates.
Task screen design	Update on the screens with field changes.
Task registry type	Create and update registry types.
Event fields	Standard and customized field updates.
Event screen design	Update on the screens with field changes.
Event registry type	Create and update registry types.
Campaigns
Fields	Standard and customized field updates.
Screen design	Update on the screens with field changes.
Registry type	Create and update registry types.
Link integration	Create link integration
Marketing Lists
Fields	Standard and customized field updates.
Screen design	Update on the screens with field changes.
Registry type	Create and update registry types.
Link integration	Create link integration
Potential Client
Fields	Standard and customized field updates.
Screen design	Update on the screens with field changes.
Registry type	Create and update registry types.
Link web integration	Create link integration
Allocation rules	Create and update allocation rules
Configuration	Manage the configuration of potential clients
Potential client processes	Potential client processes management
Auto-response rules	Auto-response rule configuration
Accounts
Fields	Standard and customized field updates.
Screen design	Update on the screens with field changes.
Registry type	Create and update registry types.
Link integration	Create link integration
Relationships	Client / contact relationship management
Account teams	Account team management
Contacts
Fields	Standard and customized field updates.
Screen design	Update on the screens with field changes.
Registry type	Create and update registry types.
Link integration	Create link integration.
Relations	Client / contact relationship management.
Contracts
Fields	Standard and customized field updates.
Screen design	Update on the screens with field changes.
Link integration	Create link integration.
Opportunities
Fields	Standard and customized field updates.
Screen design	Update on the screens with field changes.
Registry type	Create and update registry types.
Link integration	Create link integration.
Offers
Fields	Standard and customized field updates.
Screen design	Update on the screens with field changes.
Registry type	Create and update registry types.
Link integration	Crear la integración de vínculos web
Orders
Fields	Standard and customized field updates.
Screen design	Update on the screens with field changes.
Registry type	Create and update registry types.
Link integration	Create link integration
Invoices
Fields	Standard and customized field updates.
Screen design	Update on the screens with field changes.
Registry type	Create and update registry types.
Link integration	Create link integration
Cases
Fields	Standard and customized field updates.
Screen design	Update on the screens with field changes.
Registry type	Create and update registry types.
Link Integration	Create link integration
Queues	Create case queues and assign them to users.
Working hours	Working hours management
Allocation rules	Create and update allocation rules.
Scalability rules	Create and update scalability rules.
Support processes	Support processes management
Auto-response rules	Auto-response rule configuration
Services
Service and Resource Management	Company’s services definition
Task management	Schedule of services and resources for services
Fields	Standard and customized field updates.
Screen design	Update on the screens with field changes.
Knowledge database
Visibility	Publish solutions to make them visible
Products
Price, product and units of measure lists	Prices, products and units of measurement list management.
Fields	Standard and customized field updates.
Screen design	Update on the screens with field changes.
Registry type	Create and update registry types.
Link integration	Create link integration
Task management	Task schedule management.
Users
Screen design	Update on the screens with field changes.
Fields	Standard and customized field updates.
Link integration	Create link integration
Team management	Work teams administration
Workflow Management
Workflow rules	Create and update workflow rules.
Workflow tasks	Create and update workflow tasks
Workflow alerts	Create and update workflow alerts
Reports
Report	Assistance in report creation and modification when needed.
Company Profile
Company info	Company profile management
Security Control
Password policy	Password policy management
Territory Management
Territory hierarchy	Create and update territory hierarchies
Fields	Standard and customized field updates.
Users	User area updates
Validation Rules
Validation rules	Assistance in rule creation and modification where necessary
Form Field Customization
Form field customization	Assistance in creating and updating form field customization
Form customization summary	Assistance in creating and updating form field summary
Communication Templates
Letterhead	Letterhead template HTML creation
Mail templates	Email template creation (using workflow)
Mail merge templates	Mail merge template administration
Data Management
Import accounts / contacts	Import accounts and contacts (including preformatted data imported via the import wizard, excludes the use of data from the exit)
Import potential clients	Import accounts and contacts (including preformatted data imported via the import wizard, excludes the use of data from the exit)
Storage use	View of the used storage
Disconnected Mode
Local data groups	Management and information configuration in disabled mode

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