Microsoft Dynamics CRM Customization

Microsoft Dynamics CRM system is used to manage relations with customers and partners. The client’s business model is designed to develop partnerships with appropriately aligned organizations. This model requires processing of big volumes of information including seeking out reliable equipment, coordinating twenty-four-hour monitoring, troubleshooting deployed equipment, billing, tracking, and etc. The Microsoft Dynamics CRM system is customized to tailor company’s needs.


Project background

The customer is a privately held medical alert company based in the USA that provides Personal Emergency Response Systems (PERS) to the elderly to assist them get the help they need, as quickly as possible, in the event of an emergency. The company needed to automate the processes to save time and improve coordination with their partners. Also, integration with other systems used by the company was required.


Using MS Dynamics CRM SDK, SOAP, WCF, ASP.NET, MVC, Razor, jQuery, jQuery UI, AngularJs and other advanced technologies and tools EffectiveSoft implemented the following customizations:

Automation of processes

Following processes were automated:

An intermediary plug-in between CRM and SQL reporting tools Development of a separate portal for agencies Development of a separate portal for installers Integration with Quick Book Online Integration with monitoring centers Integration with Stamps.com

Project utilizes

Business model


Development model

Concurrent development

Project workload

3514 man-hours

Project team

A Project manager, 2 Developers


EffectiveSoft: Help system for end users, including videos


C#, JavaScript, HTML, SQL

Technologies & tools

MS Dynamics CRM SDK, SOAP, WCF, ASP.NET, MVC, Razor, jQuery, jQuery UI, AngularJs, Twitter Bootstrap, Export to Excel & PDF, QBO SDK v3, AvantGuard API, Stamps.com API, Google Maps API, Microsoft Bing API, .NET 3.5 & 4.5.1, MS VisualStudio 2010-2013, MS SQL Server 2008 R2, MS CRM Tools.


Medical alert systems

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