Get the most out of your ERP or CRM with customizations

Rand Group’s software engineering team will tailor your Microsoft or NetSuite ERP or CRM solution to meet your specific business needs and create efficiencies for your users by customizing the application through the use of various technologies.

ERP & CRM Customizations

Design your ERP or CRM to work better for your users and business processes

While Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems are built to meet industry standard business processes, many companies find the need to customize because standard, out-of-the-box functionality doesn’t always align with unique needs. Leading providers Microsoft and NetSuite both offer solutions that are highly configurable and designed to work seamlessly with other products.

Rand Group offers customization for Microsoft’s ERP offerings — including Dynamics 365 Business Central, Dynamics 365 Finance & Operations, Dynamics NAV, and Dynamics GP — plus Microsoft CRM solutions such as Dynamics 365 Sales, Marketing, Field Service, Customer Service, and Project Operations. Additionally, Rand Group offers customization for NetSuite ERP and NetSuite CRM. Our team of software engineers will tailor your solution to work with your business’ processes and train users on how to utilize it. 

Integrated

From small adjustments to new modules

Our software engineers have extensive knowledge on how to make small tweaks such as adding new fields or records, plus the ability to add entirely new modules and functionality.

Development

Custom development framework

Rand Group utilizes a custom development framework to plan, test, then execute customizations using NetSuite technologies such as SuiteCloud, SuiteScript, SuiteBuilder, plus Microsoft’s X++, AL, and C/AL.

Certified

Work with a certified partner

Rand Group is both a Microsoft gold partner and a certified NetSuite Solution Provider with nearly 20 years of experience and offers a wide variety of products including implementation, integration, customization services, and more.

7 ways organizations are building resilience and agility with Cloud ERP

Built on a unified, single platform, NetSuite promotes collaboration across your organization and is the ideal solution for fast-growing businesses. Explore this white paper to learn how using a Cloud ERP solution helps organizations through times of uncertainty when visibility and compliance is crucial in day-to-day business operations.

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7 Ways Cloud ERP Helps Organizations

7 ways organizations are building resilience and agility with Cloud ERP

Built on a unified, single platform, NetSuite promotes collaboration across your organization and is the ideal solution for fast-growing businesses. Explore this white paper to learn how using a Cloud ERP solution helps organizations through times of uncertainty when visibility and compliance is crucial in day-to-day business operations.

DOWNLOAD NOW

Create new functionality or add on modules

Extend your ERP or CRM to do more for your business by adding new functionality or modules. Rand Group will help your team identify any areas where out-of-the-box  functionality does not completely meet your business needs, then develop a plan for building and implementing new functionality.

Examples of ERP and CRM customizations created by Rand Group include:

  • A custom rentals module to manage equipment rentals
  • A custom maintenance module to track and managed fixed asset maintenance
  • Functionality to integrate with third parties such as UPS, ADP, and Amex
  • Extension of existing functionality, such as additional validation, approval, or tracking
Custom Funcionality
Use NetSuite’s SuiteFlow for process automation

Workflows tailored to your processes

Most ERP and CRM systems feature pre-configured workflows that connect business-process tasks performed by different users. Organizations often have business scenarios that require a workflow event or response that is not available out-of-the-box. Our team can create custom workflows either through application code within Microsoft or NetSuite or by building a workflow in Power Automate or SuiteFlow to ensure your solution optimizes your business processes.

Personalize screens for different departments and users

Microsoft and NetSuite solutions can be highly customized to meet the specific needs of a department or a single user to only display the information they need. Choose the information a group of users need to view to help them work more efficiently.

Examples of personalization include:

  • Change a role center, workspace or dashboard layout
  • Build a custom filter for a list page to display desired data
  • Add new fields to a specific view or table
  • Add tiles, lists, and links to workspaces
Custom Tiles

Let’s talk about how we can transform your business

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