CRM (Dynamics 365) as a service
CRM (Customer Relationship Management - Dynamics 365) is a software system that allows you to manage your customer relationships. Contact data, contact persons, tasks, telephone notes, correspondence, meeting notes, complaints, orders, contracts, appointments, projects and much more can be stored and managed centrally. You can individually customise the CRM system to cover additional needs.
ETH IT Services advise and assist you with the implementation of "your" CRM system. You will receive a CRM system adapted to your needs and circumstances that will provide you with the best possible support for your daily work.
Depending on your data protection requirements, (links in Instructions / FAQ / How To), the CRM system can be operated either in a public cloud or at ETH.
ETH IT Services help you to clarify and implement your requirements, and operate your CRM system.
Central data management
Your customer data is managed centrally in a secure system and can be processed simultaneously by all employees. This means that all employees have access to the same amount of information on customers at all times.
Individual input masks
Adapt input masks to your needs or to the data to be processed. IT Services will be happy to carry out all these adjustments for you.
Easy data retrieval
Quickly find the data you need through personalised or task-specific views in the CRM system. IT Services will be happy to create task-specific screens and forms for you.
Simple expansion
New data fields can be entered quickly and easily in the CRM system and integrated into the screens and forms. IT Services will be happy to carry out all these adjustments for you.
Track emails
By using an additional client on your Windows PC, important emails from Outlook can be linked directly into the CRM system making them accessible to everyone (not just the email recipient).
Contact the service owner (column on the right) for an initial, no-obligation demo of the CRM system which will show you what is possible and also what benefits you can gain from using a CRM system.
CRM (Dynamics 365) as a Service is available to all organisational units, departments, professors and research institutes of ETH Zurich.
Customizing the CRM system
In an initial free kick-off meeting, your needs and tasks will be determined. Based on these core values, IT services prepare an offer with the proposed procedure and possible costs. Depending on the size and complexity of the requirements, the customisation of the CRM system will be carried out either as a project with an associated project order, or in the form of individual work sessions, in accordance with the offer.
Operation of the CRM system in a public cloud
Costs may be incurred when operating the CRM system in the cloud. This is also dealt with during the free kick-off meeting and is included in the offer of IT Services
Operation of the CRM system on-prem
Operation of the CRM system at ETH is free of charge. However, a suitable licence must be purchased for each user accessing the system. If the environment is operated by IT Services, a corresponding Service Level Agreement (SLA) is drawn up during customisation. This is dealt with during the free kick-off meeting and is included in the offer of IT Services.