xRM a Solution Platform


xRM is a vast concept, a solution that expands the functionality of the CRM platform. It aims at building a unified system that connects all aspects of a business together. It is commonly defined in two ways:

  • Some developers refer to “x” in xRM as extended relationship management, which represents the extension of CRM platform far beyond customer relationship management.
  • While others find calling “x” an algebraic variable more suitable. The variable “x” has limitless possibilities, which means XRM is anything relationship management. This connotes the framework’s flexibility to accelerate the development applications for virtually any type of relationship managed by a line-of-business (LOB) application.

Key Technologies of xRM

You can make the best use of xRM, depending on extensibility of the CRM platform on which it is built. At present, Microsoft Dynamics CRM offers the most powerful xRM platform because of the Microsoft .NET Framework that underlies it. Microsoft Dynamics CRM can fulfill 80% of your business requirements, whereas xRM can take care of the rest. The .Net Framework, meanwhile, provides a common architecture that software developers can use to build custom line-of-business (LOB) applications that supply the remaining 20% of a company’s requirements quickly and economically.

What makes xRM the perfect solution platform?

Think beyond CRM and the traditional process of sales, marketing, and customer service automation, with countless opportunities that xRM provide. xRM solutions offer flexibility and customization to fulfill any business or organizational need. No matter what you do, there must be some component of relationship management, whether it’s vendors, distributors, customers, or partners. That’s exactly where xRM excels.

Use Dynamics 365 as a platform to build an XRM system, and you get a solid foundation to build line-of-business (LOB) solutions, and eventually a sustainable, profitable business. You can customize everything as per your business needs and integrate seamlessly with other vital systems.

Technical and Functional Advantages of xRM for Solution Builders:

The xRM application framework of the Microsoft Dynamics CRM product provides a range of capabilities that enable solution builders to deliver the best of the platform approach to custom application development. xRM applications are built with reusable services that can span multiple applications on a single platform. The xRM framework can be extended to create line-of-business (LOB) applications for a wide range of business purposes. The technology is highly scalable, leveraging the combined power and breadth of the Microsoft stack.

Enabling Choice through Dynamic, Reusable Application Services

xRM applications are built using reusable services, as depicted in Figure 1. The framework is the hub of integrated business services and rich connectivity with Microsoft Office Outlook messaging and collaboration client and other Microsoft Office system applications. The xRM framework gives you choices in solution development to perfectly match your business requirements. xRM lets your clients choose between buying software, building new solutions, customizing existing applications, or subscribing to third-party software-as-a-service (SaaS) offerings. Together with powerful integration options, and the Microsoft Windows operating systems, xRM becomes a vehicle for cost-effective custom application development. xRM has a multi-tenant architecture that allows organizations to build multiple LOB applications on a single platform.

A Hub of Potential Solutions

xRM can help any team manage any relationship, any relevant process, and any data. Known as a relational LOB application, a custom solution developed on xRM could be used to manage vendors, assets, people, partners, licenses, or any other aspect of a business that involves relationships.

Model-Driven Business Application Framework

xRM is a model-driven framework which enables a relatively non-technical business person to design the process steps and relational data modeling aspects of a LOB application. Next, developers can take the model and develop the custom application quickly. Subsequent customization is essentially a point-and-click, drag-and-drop process, while further extensibility is available by developers through Visual Studio and .NET. xRM’s model-driven nature is beneficial for both customers and solution builders. Apart from this, xRM delivers faster, more economical custom solution development.

High Scalability

The xRM architecture offers the highest level of scalability and availability at the lowest costs either on-premises or through online services. xRM applications support high scalability and availability through numerous essential qualities and capabilities available throughout the broader Microsoft server environment.

With the ability to have a choice between on-premises or cloud/hosted deployment, infrastructure specialists get even more flexibility and depth in assuring high scalability and availability for xRM.

Why Choose De Facto Infotech?

De Facto Infotech has a proven history of implementing innovative xRM solutions for Microsoft Dynamics 365 as the platform, enabling companies perform everything from managing relationships to tracking interactions, to automating business processes, and beyond. Want to learn about our xRM solutions? Connect with us now.


Migrate to Dynamics 365 for Sales

Productivity is what every business seek, and to achieve the same, they must jump to Microsoft’s cloud solution Dynamics 365 for Sales. Sales is the core of every business, and to drive targeted sales it is vital to make every connection count.

Technology is changing at a fast pace, and it has become important to run a business at par with the technology. So, what is holding you back? Its time, you empower your sales management software by adding digital intelligence into each deal and predict the needs of your customers in a better way. Make customers feel attended, and strengthen every connection, increasing revenue.

The main part of sales management is finding and qualifying leads, and thereafter nurturing those leads to make them reach the buying stage.  Once you reach over 50-60 leads, its recommended to get over making a spreadsheet for the same.

With your business growing quickly, you need a CRM system to store and organize your leads systematically, that you can access anytime, from anywhere with any device you use.  with instant access from anywhere, on any device, at any time.  You must jump to a user-friendly CRM system that offers the features most relevant to your business objectives.

Migrate to Dynamics 365 for Sales

Once you have made up your mind to migrate to Dynamics 365 for sales, next comes the task of successful migration approaches. Well, there are many approaches to migrate to Dynamics 365, but its highly recommended to take the assistance of Dynamics 365 experts, like De Facto Infotech.

Here are the main approaches for migration to Dynamics 365 for Sales:

  • Manual
  • SSIS (SQL Server Integration Services)
    • KingswaySoft

There are the same approaches for migration to CRM as well as Dynamics 365. Read more about these migration approaches in detail here:

Salesforce to Dynamics CRM Migration

Benefits of using Dynamics 365 for Sales:

  • Import Data Easily:

With a platform like Dynamics 365, you don’t have to worry about how long the import will take or whether the import will be organized or not. It lets you easily categorize external data as a single import. You can also transfer information in batches if the need arises. Dynamics 365 even has an always-on connection to Excel. You can save your time and keep your customers happy at the same time, with single, user-friendly portal of Dynamics 365.

  • Are you asking the right questions?

Are you asking the right questions to your customers? Most businesses lose their leads as they don’t telemarket the right way. Well, Dynamics 365 keeps you covered with its process flow user interface. It sends prompts to ask the right questions to find and qualify new sales leads. It includes well-defined steps and follows a logical progression of the sales funnel, towards the buying stage. Using Dynamics 365 for sales you can easily increase conversion rates and can meet your quotas more easily.

  • Convenience: 

Everyone is on the go, and seek instant connections for their needs. A prospect can approach you any time of the day, and you can’t just avoid it if you seek a lead. A good salesperson knows the importance of seizing the opportunity and strike while the iron is hot. Dynamics 365, being cloud-based lets you do it easily. You can enter CRM data and access customer information instantly, and build lifelong relationships. The icing on the cake is that Dynamics 365 is a Microsoft product, thus integrates with the Microsoft Office Suite for utmost productivity.

  • Super-easy integration:

As mentioned above, being a Microsoft product, Dynamics 365 can be easily integrated with the Microsoft Office suite and libraries on SharePoint. This lets you send quotes, RFPs, and emails quickly and easily. With Dynamics 365 comes endless possibilities. It is built for Microsoft Outlook thus you get a fully comprehensive communication history that you can scan whenever you want.

  • Stage tracking:

Every qualified lead goes through the sales funnel and progresses through different stages. Conversations differ depending on the type of the lead you are in touch with. A good salesperson understands the need of tailoring conversations to the appropriate stage in the sales funnel. With Dynamics 365, you can feel at ease. It tracks every opportunity through your pre-defined milestones.

  • Track your competitors:

Dynamics 365 keeps the users ahead with its superb ‘track your customers’ ability. It lets your team create detailed profiles of all your competitors, giving them a detailed overview of your competitor’s strengths and weaknesses.

Migrate to Dynamics 365 for Sales with De Facto Infotech

De Facto Infotech offers best in class services for the implementation, migration, and upgrade of Microsoft Dynamics 365 and Office 365. Over the years, we have helped numerous business streamline sales, optimize resources, mitigate risks, boost ROI and improve overall business performance by implementing or migrating to Dynamics 365 and Office 365.

Let us take your organization to the next level with cutting-edge technology and features of Dynamics 365.

Project Service Automation (PSA)

Project Service Automation App

What is PSA?

Project Service Automation (PSA) belongs to Microsoft Dynamics 365 suite. The PSA is the best pick to ensure your sales team, project managers, resource managers, and project personnel coordinate for maximum profit and highest possible efficiency. Using PSA, you can run your business optimally. It works together with your existing project management tools so that you can easily manage every aspect of your project from sales, to resourcing, to delivery and billing. The best thing is that PSA falls under Microsoft Dynamics 365 suite which makes it easily connectable with the other Dynamics 365 business apps.

Why is PSA ‘must’ for your business?

Project Service Automation boasts all the features you need to run a project without any bottlenecks. With this SaaS solution by your side, you can run your project-based businesses more productively, profitably and with higher client satisfaction. Built on Microsoft’s intelligent cloud, you can deploy it independently or can integrate it seamlessly with other Dynamics 365 applications. Like other Dynamics 365 applications, PSA has in-built Power BI and Cortana Intelligence and seamlessly integrates with Office 365 to optimize the way your organization works by ensuring end-to-end project delivery experience. Optimize your opportunity management, project planning, resource management, team collaboration, time and expenses, customer billing, analytics, integration, and boost business productivity.

Benefits of PSA

If you still aren’t convinced with what all wonders PSA can do for your organization, we are here with the ways in which the application is going to prove beneficial for you:

  • Manage projects confidently: With a predictable and customer-centric service delivery model, plan and deliver successful projects.
  • Optimize your resources: Anticipate resource demand better, and make sure the right resources work on the right projects, keeping utilization high.
  • Forecast project profitability: Prioritize project-based sales opportunities with built-in intelligence and expect successful outcomes.
  • Go highly productive: Equip your service professionals to deliver the best work with powerful intuitive and collaborative tools.
  • Innovate with a modern and adaptable platform: Revolutionize with PSA, which is not just easy to customize, and extend, but also connects seamlessly to other apps and services you already use.

De Facto Infotech is the PSA partner you need

De Facto Infotech is a leading player and expertise in Microsoft products. Our team can assist you with the powerful suite of Microsoft Dynamics 365 apps like Project Service Automation. From integration to upgradation, the experts at De Facto can help you out with all your needs.


Read More: Project Service Automation

De Facto’s HRM Solution for CRM


Seamless HR Management Feels So Good

To accelerate your human resource processing, you need an innovative solution. One that covers every aspect of the practice, powered by intelligence and automation, and helps capture the optimum talents. That’s De Facto’s HRM solution.

Transformation Is Here

Fill the vacancies in your company with immense talent. Get a 360-degree view of all the stages in the process, right from the vacancy notification to the first contact with the candidate through tests and interviews, evaluating the appraisal results and candidate approval/hire.

Yes, it’s that easy…

We Keep You Covered

The HR solution for CRM covers all the core categories under HRM, including

  • Recruitment
  • On-Board workers
  • Organization Business Processes’ Management


Work Smarter and Faster

Recruitment In Clicks

Recruitment becomes easy. Make quick, smart talent decisions with automated job adverts’ publishing, application management, CV selection, candidate selection, interviews, skills analyzing, and more. Administer recruitment initiatives anytime, anywhere. Experience ease right from the moment an applicant approaches you to the time he becomes an asset for your company and beyond. The HR solution does it all for you.

Accelerate Key HR Processes

Spend more time helping employees grow. A digital file maintains comprehensive worker information from the day an employee first applies for a job to the day retires. Data automation saves time and minimizes error probability in the HR processes. No more digging into piles of paperwork. Any information you need is just a click away.

Peaceful Benefit Administration

Build employee satisfaction with automated benefits administration. Define organizational benefit plans and options effortlessly, enroll workers in benefits easily, assign dependent coverage, and designate beneficiaries the right way. Relax, while an HRM solution does all benefit-related calculations.

Foster A Culture of Excellence

Get fast and efficient access to employee data at your fingertips, through selection and customizable filter criteria. Manage worker competencies well, deploy the right people for the right tasks and review performance levels anywhere, anytime. Comprehensive activities and tasks for personal development.  Accelerate the productivity and business impact of new hires.

Simplify Compensation Management

Define compensation plans with full clarity and ensure pay for performance. Easily design and implement compensation task workflows with highly flexible, role-based administration. Design eligibility rules to identify employees eligible for compensation plans. Organize and implement performance reviews like never before.

Optimize Organizational Management

Administer organizational structures, including formal and informal hierarchies and position management easily. With no scope of error in the organization management, the solution is surely something that assures 100% employee satisfaction. Enhance business impact and drive an agile, high-performance culture with HR tasks automation.

Fast Track Employee Growth

Easily set up, deliver, and analyze training courses. Drive the next best action for professional growth with role-tailored experiences. Monitor employees’ availability for training events, and schedule a session accordingly.

Absence Management

Establish, communicate, and monitor absence policies to keep a check on absenteeism. Get real-time access to workforce absence data like working time, absence transactions, and absence setup. Design the best monitoring absence policies.

Time And Attendance

Implement and track profile-based clock in and clock out registrations for workers, enable workers to register work time for specific activities, and generate pay information with ease. Ensure your employees make most of the time while they are in the workplace.

Self Service

Accelerate productivity with employee self-service. Make time-tracking, leave request and entitlements, sick leave reporting, target agreement, etc. accessible to your employees. Let them organize absences, activities, travel expenses and receipts, without involving HR department.

Mobile App

Supervise, manage and execute any HR related task from anywhere, anytime right from the device in your hand. Work with ease and accelerate the pace of your working for higher productivity.


Experience a whole new way to work with these benefits of HR solution for CRM:

  • Go highly productive with employee self-service
  • Centralize screen to supervise data entries and employee history
  • Digital files and instant data modification options
  • Outlook-integration for smooth communication
  • Role-tailored experiences to drive the next best action for employee professional growth

Do you want to avail all these features?  Contact De Facto Infotech, now.

You can thank us later.


Click Dimensions Integration

Create sophisticated marketing campaigns and attract more leads, close more sales and engage customers easily with Click Dimensions integration. Make the most of your solutions by marketing it the right way, and making sure they reach your target audience.

What is Click Dimensions?

ClickDimensions makes the Microsoft technology of Dynamics 365 work exceptionally well for marketers by ensuring great customer experiences. This marketing automation platform is natively integrated with Dynamics 365, freeing customers from the need of any kind of complex implementations. It syncs systems that give users unparalleled access to CRM data for better segmentation, hyper-personalization, and marketing success. With essential marketing tools like email marketing, campaign automation, web intelligence, surveys, web forms and landing pages, social marketing and more, ClickDimensions helps organizations using Microsoft Dynamics 365 attract more leads, close more sales and engage customers effectively. And you can do it all from the comfort of your Dynamics 365 environment, so you can reach their world without leaving yours.

Why should you integrate Dynamics 365 with Click Dimensions?

Click dimensions and Dynamics 365 integration

Bridge the gap between the sales and marketing and bloom your sales like never before with Click Dimensions. Together with Dynamics 365, Click Dimensions make a powerful package. Right from the single screen, you can easily perform all the core tasks of your business. Be it sales processing, reaching out the right kind of market, tap the target customer base, or closing more deals, Dynamics 365 and Click Dimensions make it happen, seamlessly. This default integration is highly useful in this era in which customer is the king, and all the business growth depends on the customer interactions, conversations, and leads.

De Facto Infotech can help you with Click Dimensions Integration

Enhance your business productivity now by integrating your Dynamics 365 with Click Dimensions. Market your products and services the right way. ClickDimensions helps you engage, discover, and do a lot more with social media right from Dynamics 365. Get your hands on a wide range of social tools to connect your marketing activities with popular social channels.

The dedicated team of experts at De Facto can assist you in gathering information related to your prospects using web forms, surveys, and more – all directly from Microsoft’s customer relationship management system (CRM). Add value to your sales and marketing with ClickDimensions.

Dynamics 365 and DocuSign Integration

What is DocuSign?

DocuSign is an electronic signature service for documents that need to be signed by clients. Make approvals and agreements simple and convenient for everyone involved with this easy to use, quick to learn and easily implementable product. So, in this digital age, why settle for less, just choose the best eSignature brand, DocuSign.

Integrate Dynamics 365 with DocuSign?

Dynamics 365 and DocuSign are two highly innovative products that can streamline the workflow of any business. Together they give you the flexibility and convenience any successful business needs to stay on the top. Streamlining the workflow, the integration of the two products provides an unprecedented level of efficiency. Get approval, obtain signatures from anywhere within Dynamics 365 and seal more deals.

DocuSign + Dynamics 365 = Thumbs up

The innovation becomes double with these two products together. Here is how this integration can make your workflow a breeze:

  • DocuSign for Dynamics 365 allows you to sign or get signatures on a document easily. The best part is it has preconfigured ‘Sign’ and ‘Get Signatures’ actions enabling you to easily send or sign a document saved in DocuSign for Dynamics 365.
  • Get a 360-degree visibility and full control into your sales process. The signer gets a notification when a document is changed, and the users stay updated with the entire process.
  • Close business faster with DocuSign for Dynamics 365 which is created with sales process in mind. Easily send the contracts to the people you choose, give decision makers the access to review and approve contracts in a matter of minutes. Don’t worry, signed agreements are legally binding and backed by a court-admissible audit trail.
  • DocuSign for Dynamics 365 is a platform you can configure and customize to integrate with most business processes. It is built for flexibility. DocuSign provides a complete set of APIs along with documentation and world-class SDK.

How can De Facto make it happen for you?

De Facto Infotech is a leading Microsoft-partner, you can rely on. Our innovative team of CRM-ERP experts boasts the perfect skill-set and technical knowledge needed to implement the right solutions for you. We bring together the right idea and professionals who can create a perfect path for your digital transition.

Sales Process Automation

What is Sales Process Automation?

Sales is the cornerstone of every business, and wonder, what all wonders it can do if it meets automation?  Undoubtedly, closing more deals is the top priority of sales for most of the companies. Still, there are companies following outdated sales processes. It’s time to embrace the sales process automation and become future proof.

Sales automation software is an integrated application of customizable sales tools used to automate and streamline your sales funnel. It delivers seamless automated sales activities, forecasting, pipeline management, and tracking of customer interactions. With an efficient sales automation software by your side, you can easily analyze the entire sales cycle.

Therefore, doing what you’ve always done won’t get you the results you want to be more productive. You must bring your sales process at the par of changing mindsets and practices with sales process automation.

Why Do You Need Sales Process Automation?

Sales automation streamlines your sales process and ensures you are focusing on the right opportunities. With sales automation by your side, the team won’t waste any time on routine or tedious tasks. Your team can spend more time on making serious sales, while technology is taking care of your sales process. Make sure your client communication is done right.

  • Prioritization of the sales tasks.
  • Make the most of each opportunity.
  • More accurate forecasting.
  • Better up-selling and cross-selling.

Drive your sales like never before.

What to do?

Find a CRM system that can integrate perfectly with the technology you’re using. Ensure the system can scale to meet the demands of your organization; meet the needs of your sales team and your business; is open to fit into your current and future technology systems, and equips your sales team for unique engagement.

Dynamics 365 is the ultimate system you can consider without thinking twice.  It can optimize your digital transformation by growing and transforming the way you do business, bringing it at par with the fast-changing market and better customer satisfaction.

How can DeFacto Infotech help?

De Facto can help you in ensuring successful adoption of the sales automation software. Our team of CRM professionals helps the customers in the following practices:

Sales Process Assessment: We help companies in the evaluation of their existing sales process and in understanding what inefficiencies need to be addressed. We ensure that their sales team isn’t spending time on administrative tasks that could be automated easily.

Sales Automation Goals: Our professionals help companies define the list of sales automation goals. With a well-defined list of goals and understood metrics like increased revenue, reduced costs, cutting sales cycle times, or increased cross-selling, system implementation can be done in a better way.

Sales Automation Software Follow Up: Once the sales process automation software is implemented, we assure regular follow-up meetings by being available 24×7 for our customers.

So, have you automated your sales process, yet? Get it done now. Share your thoughts and doubts in the comments section below, and we will get back to you soon.

You can visit the following link to see our Sales Process Automation customer story:

Aaron Equipment Sales and Marketing Automation