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One of the most common questions from business is "Will Dynamics CRM work the way our business does?" Each business is unique, and this is where "best practice out of a box" software fails as businesses grow.
Users, managers, system administrators, and software developers, based on their security roles in the organization, can take advantage of the flexibility provided in Microsoft Business Solutions Customer Relationship Management (Microsoft CRM) to customize the application's appearance and behavior.
Teams
A team is a group of users who share and collaborate on accounts and work projects. It can consist of members who report to a single business unit (all sales, all customer service, etc.) or members who report to different business units. |
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Security Roles
Security roles are predefined groups of security privileges based on the type of tasks commonly performed by users, managing users, and system administrators. Select from one of 9 pre-defined security roles or create custom ones to meet your specific needs. |
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Templates
Microsoft CRM saves you time and standardizes customer service with e-mail, contract and knowledge base templates. Sample e-mail templates include "Follow up to your request" and "We haven't heard from you..." |
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Announcements
Quickly and easily communicate with your entire organization using Announcements. All announcements allow for an expiration date and more info URL. |
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Subject Manager
Use the Subject Manager page to build or modify your organization's subject tree. The hierarchy you create here will be reflected in products, cases, sales literature, and knowledge base articles throughout Microsoft CRM. |
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Product Catalog
A Microsoft CRM product catalog is comprised of the products that an organization sells and the accompanying pricing and unit information. This information includes price lists, unit groups, and discount lists. The sales force uses this information to accurately represent products to their customers, calculate quotes, and generate orders. Customer service representatives use the product catalog to view information about the products they discuss with customers."); %> |
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Add Custom Fields
In addition to the standard fields, Microsoft CRM allows you to add your own custom fields, dropdown menus, check box, etc...and specify their data types. |
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Personalize Data Views
The administrator can customize the data views (lists) for everyone in your organization, and each user can customize their personal view of lists. |
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Add Tabs & Sections
In addition to adding and removing fields, the administrator can add Tabs and Sections to any type of record (lead, contact, accounts, etc.) |
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Simplified Deployment
Each system customization is automatically published to all CRM users, even those users of the CRM Sales for Outlook client. If users are offline when the customizations are published, their system will be updated on their next synchronisation. |
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Like to know more...? Links, Videos, Personal Demos and a 90 day test drive:
Browse videos and PDF files below for real life case studies that use Dynamics CRM (xRM) in their world. If you are evaluating different CRM applications, why not ask us to show you Dynamics CRM in context to your business. (xRM that relates to you). You can contact us here for a no obligation, no sell overview that relates to your business. |
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 CRM Fast FAQ's - Your CRM questions answered here
Read The Exposé On CRM / xRM; From Humble Card File To Revolutionary xRM...
FREE 90 day fully functional CRM trial is available! Contact us now.
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How does Dynamics Customer Relationship Management (CRM) help business connect to their customers in real life situations? See videos: |
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Download these supporting PDF files to see if Dynamics CRM and Key Concepts can assist you in making the right sales and marketing management decision. |
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The supporting cast:
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EDC |
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