Microsoft Dynamics overview

CRM

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM) solution that provides the tools and capabilities needed to create and easily maintain a clear picture of customers, from first contact through to purchase and post-sales. With modules for sales, marketing, and customer service, Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution that drives consistent, measurable improvements in every business process, enabling closer relationships with customers and helping to achieve new levels of profitability. Microsoft Dynamics CRM is integrated with Microsoft Dynamics GP giving you a 360 degree view of your business.

Key differentiators include:

Works the way you do  - Microsoft Dynamics CRM is the fastest and easiest way to add CRM capabilities to any organization that uses Microsoft Office system applications, including Microsoft Office Outlook. Because it was designed to partner with Office Outlook and GP, Microsoft Dynamics CRM delivers lower training costs, broader user adoption, less application-switching, higher productivity, and a fast return on investment. Microsoft Dynamics CRM enables employees direct access to customer information through Office Outlook and Dynamics GP, enabling access to the information they need whether in the office or on the road.


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 can quickly modify application forms, data fields, and relationships and add new activities and objects .This makes it easy to tailor Microsoft Dynamics CRM to suit your precise needs and business flow. Microsoft Dynamics CRM features several workflow innovations that speed use, including next-step suggestions and automatic task assignment.

Works the way technology should - Microsoft Dynamics CRM is based on proven, industry-standard Microsoft technology that's easy to learn and work with. It delivers a rapid, low-cost deployment; low support costs; and easy scalability as the business grows. Microsoft Dynamics CRM is linked to the main Dynamics GP system by an integration bridge (Nolan). This means that certain data can be transferred between Microsoft Dynamics CRM and Microsoft Dynamics GP including customer data, sales orders, product data, and field service data. So, you may have people who work entirely in CRM - for example the sales force using remote PDA devices that synchronize with the main system.

Benefits of this integration include:

  • Two-way integration of customer accounts and addresses
  • Immediate transfer of price lists and item changes
  • Integration of Quotes, Orders and Invoices to Microsoft CRM
  • Integration of orders within Microsoft CRM to orders or invoices within Microsoft Dynamics GP
  • Microsoft CRM Service Case integration to the Field Service module of Microsoft Dynamics GP
  • Exceptional integration logging facilities
  • Real-time integration between Microsoft CRM and Microsoft Dynamics GP
  • Customer definable data mapping

 

 

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