Microsoft Dynamics CRM

Industry Solutions

Solution Information

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Microsoft Dynamics CRM is the Customer Relationship Management suite from Microsoft. Whether deployed in small organizations (5 - 25 users) or large corporate environments, Microsoft Dynamics CRM works the way you do. It provides the users with a familiar interface (based on Microsoft Outlook) to manage all aspects of the relationship with the customers. Microsoft Dynamics CRM has been designed to be adaptable to suit any operational process, where new functionality can be easily configured from the Administrator’s menu. A powerful workflow engine is included that let’s the organisation define simple or complex automation rules through a point and click interface.

Users can access Microsoft Dynamics CRM either through a web client, or through an embedded Microsoft Office Outlook client. The user does not have to leave outlook to perform CRM tasks. It is even possible to take the relevant CRM data off-line, and continue working while traveling. The changes to the data will be updated to the central server as soon as the user connects again. Microsoft Dynamics CRM can be accessed through a Pocket PC as well, enabling maximum utilization of your sales and service staff, at the fingertips.

Some of the key functionality offered by Microsoft Dynamics CRM includes:

• Lead to Customer Conversion process
• Opportunity and Sales Pipeline Management
• Product Catalogue and Price Lists
• Quotations, Deliveries, and Invoices
• Sales Literature
• Issue to Resolution Service Management
• Skill sets and resource availability based Service Scheduling
• Marketing Campaigns
• Mass emailing (opt in and/or opt out)
• Automated incoming email queuing
• Workflow Manager
• Off-line data synchronisation

Microsoft Dynamics CRM is build on the Microsoft .NET Framework, with Microsoft .NET technology tools. Integration to other systems is achieved by means of industry standard Webservices. Microsoft Dynamics CRM is integrated with Microsoft Exchange Server for email, task and appointment collaboration. Integration to Microsoft Active Directory Services provides top-of-the-line security, managed through your existing Windows Server security policies.