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Microsoft Dynamics CRM Information:

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Microsoft Dynamics CRM

Detailed Features:

Microsoft Dynamics CRM is quite simply the fastest and easiest way to add CRM capabilities to any organization that uses Microsoft Office or Outlook.

Because it was designed to partner with Outlook, Microsoft Dynamics CRM delivers lower training costs, broader user adoption, less application-switching, higher productivity, and an incredibly rapid return on investment.

Works the way your business does: Microsoft Dynamics CRM not only slips right into your employees’ lives without disruption, it also adapts easily to your existing business workflow and processes.

You or your information technology (IT) partner can quickly modify application forms, data fields, and relationships and add new activities and objects without writing a single line of code. This makes it easy to tailor Microsoft Dynamics CRM to suit your needs and fit your business like a glove. You’ll also find a number of elegant workflow innovations that speed use, including next-step suggestions and automatic task assignment.

Microsoft CRM also includes capabilities such as:

  • A new marketing automation module that makes it easy to build customer or lead lists, create targeted marketing campaigns, track the progress of those campaigns, and follow up on campaigns.
  • Quick Campaign wizard that allows marketers and salespeople to send out e-mail blasts to targeted lists and track response.
  • Service scheduling that allows you to centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up.
  • Easy customization of Microsoft CRM to your business workflow by adding custom objects and activities, designing custom views for different users, and building business logic into the CRM so that Microsoft CRM automates repetitive tasks, tells users next steps, sends e-mails, and raises alerts for open items—nothing falls through the cracks, giving your customers a better experience.
  • Flexible reporting that enables managers to easily see how your business is doing—CRM data can be transferred into Microsoft Excel for analysis or into Microsoft SharePoint Portal Server for updating executive dashboards or collaborating on customer-related documents.

Works the way technology should: Microsoft CRM works the way your IT staff wants it to because it’s based on proven, industry-standard Microsoft technology that’s easy to learn and work with. You’ll enjoy a rapid, low-cost deployment; low support costs; and easy scalability as your business grows. IT-friendly features include:

  • Easy to modify forms, data fields, and information relationships so that users can get the customized information they need.
  • Streamlined installation diagnostic tools that reduce setup time and help ensure a successful deployment of Microsoft CRM.
  • Fast data searches across large volumes of customer data that help users find the information they need.
  • Easy to use step-by-step Microsoft Exchange Connector Deployment Wizard that simplifies Microsoft CRM integration with Microsoft Exchange and Outlook.
  • Simple and fast connectivity to external data sources that gives users access to relevant information.
  • Advanced management and notification tools that are centralized and give the IT staff the right information to manage a CRM system.

See what other companies are able to do with Microsoft CRM at the Yes, you Can do that with CRM blog

Request Information: Contact Us via our web form to obtain even more detailed information or inquire about pricing

Service & Support:

Support from Microsoft Dynamics is committed to helping you take advantage of the many benefits our software has to offer. By providing you with a variety of options, you can select the service plan that best fits your business needs for service and support. Combine this with the services provided by VAR2, and you have a winning combination, enabling you to more confidently use your solution.

Using the Support page from Microsoft Dynamics choose the service plan that best fits your needs.

Visiting the Microsoft CRM 3.0 Knowledgebase may also provide insight into your questions and problems

For more information on the support plans offered for this product please fill out our Support Plan Information Request form.

Third Party Solutions:

White Papers:

Optimizing the Performance of Microsoft Dynamics CRM 3.0

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