Customizations

You can tailor Tamarac CRM to more closely fit your organization's industry, nomenclature, and unique business processes by customizing the service. You can implement many customizations without developer support by using tools that are part of the service.

Customize Service Requests in Tamarac CRM

Service requests create workflows that can help standardize and automate your administrative processes in Tamarac CRM. To meet your firm’s specific needs, service requests can be customized with your unique data and actionable follow up.

Learn More About Customizing Service Requests

Learn more about how to customize service requests in Tamarac CRM.

Introduction to Power Automate

Power Automate can help unify your applications and expand the capabilities beyond what is available in legacy workflows that can only operate in the bounds of Dynamics 365 CRM.

Use Power Automate Flows in Tamarac CRM

Learn more about using Power Automate flows to automate your processes in Tamarac CRM.

Learn More About Power Automate Flows

Learn more about how to use Power Automate Flows in Tamarac CRM.

Automated Business Processes for Tamarac CRM

Business processes involve moving information, documents, or tasks between people or systems within an advisory firm. Typically, the goal of an automated business process is to get the right information to the right person in the right order and at the right time.

Processes

Defining and consistent business processes is one of the main reasons people use Tamarac CRM. Consistent processes help make sure people using the system can focus on their work and not on remembering to perform a set of manual steps.

Business Rules

Business rules provide a simple interface to implement and maintain fast-changing and commonly used rules.