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Muchmore Business Intelligence Services

Training, Setup, Customization, Reports, Integration, Upgrades and Much More!

We make your Microsoft Dynamics CRM work for you

Contact us to talk about how we can help your CRM help your business.

Integrations - We are experts at integrating with CRM. We work with you to develop an integration solution connects Dynamics CRM with your existing business systems. No project is too big or small.

Full-custom integrations or third-party connectors are used depending on your needs. We build you the best intergration solution, balancing cost control and delivery time to provide a quality final solution that meets your needs.

Migrations - Migrate data from one system (or format such as Excel) to or from Dynamics CRM, including migration from CRM on-premise to Dynamics CRM Online (Dynamics 365).

System Design - Let us use our experience to design a clean, sleek system that is functional for your business and easy to use.

Workflow design and Optimization

Custom Workflow Steps - Need a workflow to do something that CRM can’t? Let us design and implement custom workflow steps. Example. Do you need a CRM report sent out on a schedule or during a specific event? We can create a custom Workflow step to achieve this.

Web to Lead Forms - Contact forms on your website deliver leads directly into your CRM system.

Training – Customized training – By Phone, Webex, or even Onsite. Let us give you the tools to use CRM to its full potential.

CRM Customizations and Configuration

Advanced Customizations

Custom Form Scripting (JavaScript)


Custom Applications – We can design and development custom desktop applications to interact with your CRM System

HTML Pages

SQL Serve and SQL Reporting Services – Let us work with your SQL Server to provide reports and integration services to utilize and make use of your business data.

Upgrade CRM from a previous version to the latest version of CRM

Experienced with Dynamics CRM version upgrades, especially Dynamics CRM 2011 Upgrades to Dynamics CRM 2016 / Dynamics 365, with 3 Dynamics CRM 2011 to CRM 2016 upgrades completed this year.

On-premise upgrades completed in weeks.

Train your staff: You've invested in a tool that can help take your company to the next level. Now you need your people to use it and know how to use it.

We can help. Our trainers have been using Dynamics CRM for 10 years and can speak your sales-people's language (well, we train in English, but we speak the language of sale$).

We offer both on-site and flexible remote training.

Do you have a power-user who just needs us to walk him or her through their first workflow or system customization? We can help with that too via web meeting with our "Virtual Deskside Assistance" service.

Pricing: Our services are priced to be an excellent value, with shorter project times and affordable rates. Our CRM standard service rate is $135/hour, billed in quarter-hour increments (remote access, business hours). Our engagement minimum is only 1 hour. Please contact us at (941) 753-8270 or via our contact page… even if your project is small and/or you simply need help turning something around quickly. Phone is usually the fastest way to get started during business hours. Please leave a message if we do not pick up right away… we’re just busy helping someone else make their CRM system great and are looking forward to helping you make yours great shortly!

Because we use a very streamlined development team approach, you will likely find that your project costs less with us. Though it’s not the norm, we’ve encountered projects that we completed in 1/10 of a competitor’s number of quoted hours.

We offer on-site services/weekend/holiday/off-hour service as well at reasonable upcharges to our standard rates.
On-site services are subject to certain minimums and conditions. Rates quoted are U.S. Dollars.

Business Intelligence Services

Muchmore Business Intelligence is proud to offer a wide range of services for Microsoft Dynamics CRM as well as SQL Server Reporting Services for very cost competitive rates.

Projects starting at just 1 hour all the way to full implementations with no monthly contract required.

We build amazing customizations, integrations, completely custom workflows, web portals, web to lead forms and more at some of the most competitive prices available.

For more information,

Contact us


CRM, CRM Online, Custom Fetch, and Custom SRSS (SQL) Reports

Commonly pre-configured reports available for purchase and immediate use. MBI offers custom reports for both Microsoft CRM on-line and CRM on-premise report.


Quickly add new products to CRM opportunities, quotes, orders, or invoices

Web Form Email to Lead

Automatically creates a Dynamics CRM Lead from a web form email.

Custom configured to fit your web form email

Pricing varies by complexity; typically $400-$600 for the first form. Less for similar additional forms.

Lead Notes Promote

Automatically copies of Notes from your qualified Lead and adds them to your newly created Opportunity and Account records

Lead Notes Promote can be licensed to your organization for just $199 (per production CRM organization).

Click here for more information.


Other “Ease of Use” Configurations

Advanced Find, Bulk CRM E-Mailing, and other use assistance

We also offer custom development, web portals and more through our developer associations. Pricing for these additional services varies from our standard rate.

We’ve worked with Microsoft CRM in versions 3.0, 4.0, CRM 2011, CRM 2013, CRM 2015, CRM 2016 and the latest version CRM 9.x (also known as Microsoft Dynamics 365). We love this product and we look forward to helping you with your CRM system.

We support a wide variety of high profile clients and small businesses alike. Some of our CRM service clients include the Oakland A’s, a major manufacturing organization in Illinois, an international media sales organization, and a branch of the largest software company in the world. They trust Muchmore Business Intelligence’s understanding of their business processes and knowledge of Microsoft CRM to help make their organizations even more successful.

Contact Us for a no cost estimate on help with your Microsoft CRM System