CRM Architecture
A CRM architecture session provides insight into the performance, reliability, and structure of your CRM environment. We identify what is working well and where improvements can be made—both technically and functionally.
Does your current CRM still align with how you work?
Sometimes a fresh, independent perspective is exactly what’s needed. In an architecture session, we take a thorough look at your CRM environment. We evaluate your CRM setup against Microsoft best practices and our own practical experience. We also critically assess whether past decisions still align with how you work today. The session provides clear insight into the relationship between processes and applications, and highlights where bottlenecks or illogical dependencies exist. We also examine performance and manageability to identify risks and potential areas for improvement.
What are the benefits of the architecture session?
Insight into your entire CRM landscape
We show you how processes, solutions, configurations, and customizations interact and where bottlenecks arise. We identify unnecessary customizations, duplicate solutions, or illogical dependencies that make management unnecessarily complex.
Better performance and reliability
By critically evaluating architectural choices, you reduce the risk of delays, errors, and instability.
Prepared for the future
The architecture of your CRM environment is also immediately assessed and prepared for future expansions, new teams, and additional functionalities. The data coming from your CRM needs to go somewhere: reports, dashboards, analyses. Because we also manage the data side, we immediately check during the architecture session whether that integration is correct. This way, you not only know if your CRM is set up properly, but also if the data it produces is usable for management and decision-making.
How do we approach this?
In practice, we often see that new tools and solutions are added over time. Before you know it, tools pile up and start to conflict with one another. During the architecture session, we therefore review the entire CRM environment. We start by mapping out the most important business processes and how they have been translated into the CRM system. Next, we analyze the Microsoft CRM applications in use, such as Dynamics 365 Sales, Customer Service, Marketing, and Field Service, supplemented by Power Apps, Power Automate, and any integrations with other Microsoft solutions. In addition, we assess the chosen solutions and the (custom) configurations.
Among other things, we look at:
- The configuration of application settings
- Security, permissions, and roles
- Status of monitoring, support, and issue reporting
- Status of maintenance, updates, and release strategy
Want to request an architecture session for your CRM? Get in touch—we’d love to talk with you.
