CRM Services

The Microsoft Dynamics CRM practice at IOTAP provides end-to-end service offerings that span across the life-cycle of a CRM engagement starting with the Consulting in the Pre-CRM phase to Package Selection, Implementation and Post CRM implementation, Application Maintenance and upgrades.

Methodology: At IOTAP we do Rapid Implementation for your customized CRM solution deployments. This has been derived from Sure-Step Methodology which is an implementation process that has been designed by Microsoft exclusively for CRM project deployments.

Implementation process

Each phase has a set of standard deliverables defined which help in cutting down the overall implementation time significantly. For a detailed list of offerings and deliverables defined as per Sure Step Methodology, please click here.

Consulting & Planning


Customization & Integration



Consulting & Planning

  • Requirements Assessment
  • CRM Maturity Assessment & Re-engineering
  • Business Strategy
  • License selection
  • TCO Analysis
  • Project Scoping
  • Proof-of-Concept development and RFP generation
Customization & Integration


  • Implementation Strategy
  • Functionality Mapping & Gap Analysis
  • Data Migration
  • Full Cycle Implementations & Deployment
  • Global \ Local Rollouts
  • Release Management



CRM Dynamics 2011 & 2013 Upgrade


Support and Maintenance


  • End User Training
  • Administrator training
  • Training documents, Presentations & Videos
  • Train the trainer sessions
CRM Dynamics 2011 Upgrade

Support and Maintainance

  • Application Support
  • Customization Support
  • Database Administration
  • Application Administration

Schedule a Demo

IOTAP provides IT Consulting and Software Services to our customers that enable them connect, communicate and collaborate effectively. We are a Microsoft Gold Certified Partner and Microsoft Cloud Accelerate Partner and use products and technologies like Office 365, Dynamics CRM, SharePoint, Silverlight, and the .Net platform to deliver robust solutions.