Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer-oriented Customer Relationship Management (CRM) tool for specialized customer care.

Using Microsoft CRM provides your company with specific tools and methods:

  • Budgeting and Planning
  • Interaction with customers
  • Control of marketing activities
  • Collecting customer information
  • Customizing the product to customer needs
  • Identification and differentiation of customers

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Microsoft Dynamics CRM (formerly Microsoft Business Solutions–CRM) is a full-featured customer relationship management solution that streamlines and automates sales, marketing, and service operations.

With Microsoft CRM, you can create a centralized repository of customer data that sits neatly alongside Microsoft Office and Microsoft Office Outlook—the applications your employees probably use every day. From Outlook, employees access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of the business. It’s CRM that works—because it works the way your users do, works the way your business does, and works the way technology should.

Microsoft Dynamics CRM capabilities :
  • Integration with Outlook and Internet Explorer : 70% of business users spend 78% of their entire day on Outlook and Internet Explorer – numbers so staggering, you have to take note. This means that other CRM systems have to integrate with Outlook – albeit not perfectly. Dynamics CRM was made by the same company so it integrates seamlessly.
  • Microsoft usability and function : First and foremost, Dynamics 365 solution is a Microsoft product. The look, feel and functionality performs as a Microsoft product should, meaning your users do not have to learn a whole new system. They can leverage their experience and knowledge from other Microsoft programs they already know and widely use. Project coordination1
  • It’s a .NET Development Platform : This seems a bit like geek speak, we know. But, it basically means that Dynamics CRM allows 3rd party companies to customise the product – making it really powerful by tailoring it directly for your needs. No other software publisher will be able to compete or offer more integration with the Microsoft back office server stack and the Microsoft front office client applications. At Magnetism, we are a recognised ISV (Independent Software Vendor) meaning that our products have passed Microsoft scrutiny and we have been given permission to create Dynamics CRM connectors and add ons.

Businesses today need their CRM data to be constantly available and immediately accessible. Microsoft Dynamics CRM features significant improvements to availability, performance and scalability, ensuring that your CRM data is on hand when needed and without disruptions. These updated CRM system benefits not only enhance collaboration across all departments, but make it even easier to complete tasks with fewer clicks. There are literally hundreds of new Microsoft Dynamics CRM features available that are of great benefit to the end-user. Here are some highlights of the Microsoft Dynamics CRM feature list :

  • Enhanced Duplicate Checking : Microsoft CRM features some built in real-time duplicate checking functionality which affords users the ability to configure their own rules. You can adapt rules covering all entities, fields and even customized fields. Accounts can be compared to contacts as well as leads to contacts. All of this results in cleaner databases for new and existing marketing initiatives, for example.
  • Outlook Improvements : CRM functionality is closely integrated with Outlook. Account names are populated in Outlook contacts, and there are pop-up reminders for CRM activities such as phone calls, letters and faxes. A CRM Load Status Bar is also introduced, and informs users of the process. Outlook CRM breadcrumbs—similar to Word/Excel recent documents lists—allow you to perform bulk email selection and tracking.
  • Internet Facing Deployment : Microsoft Dynamics CRM features access from any public URL, eliminating the need to create a VPN connection into a local network. These CRM system benefits keep your employees empowered, up to date, and allow them to make better decisions with full access to your system no matter where they are.
  • Reporting Wizard : The reporting wizard functionality of Microsoft CRM allows end users to quickly and easily create basic reports by adding fields, charts or tables—without having to use SQL. In essence, the IT department is removed from the report writing process. Report schedules can be set by the scheduling wizard. Reports can be executed against offline local data stores and republished in offline mode. Filtered views are also available offline.
  • Personal Workflows : Microsoft Dynamics CRM features embedded Windows Workflow Foundation with improved branching capability and traverse relationships. Workflow now has a Web user interface and Outlook client access. All the details, actions and status on the workflow are visible through the user interface. A sales representative, for instance, can create a quick opportunity workflow for renewals that tracks specifics steps and stages, and maybe fires off an e-mail when certain things happen, without special coding.
  • Import Data Wizard : CRM system benefits include a wizard-based user interface for data import. Users can set up field mapping and save often-used maps. If an import goes wrong, you can take advantage of the new tool to back-out imported records. Additionally, you can import data from any entity into Microsoft Dynamics CRM through the Web interface, not just leads, accounts and contacts. Marketing departments can upload campaign information and service people can upload case files. These CRM system benefits empower users to add CRM data themselves immediately without having to go through the IT process.
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