Microsoft Dynamics CRM is a multi-lingual Customer Relationship Management software package. Out of the box, the product focuses mainly on Sales, Marketing and Service (helpdesk) that can be customized to meet many different demands. Dynamics CRM is a server-client application which, like Microsoft SharePoint is primarily an IIS-based web application which has extensive web services interfaces. Clients access Dynamics CRM either by using Microsoft Internet Explorer or by a thick client plug-in to Microsoft Outlook. While other browsers may be used to access Dynamics, results can be mixed and are not supported by Microsoft.
It is a part of the Microsoft Dynamics family of business applications which include other products such as, Microsoft Dynamics GP (accounting application) and Microsoft Dynamics NAV (ERP application).
Microsoft CRM Customization
Designed for maximum flexibility and low total cost of ownership, Microsoft CRM adapts easily and affordably to meet business and industry-specific needs for small to mid-market businesses.
Tailor the user interface, settings and workflow processes
Without touching database code, your administrator or Sonoma Partners can quickly and easily modify Microsoft CRM to meet needs specific to your organization and industry.
Tailor forms and views
• Easily add new fields to the Microsoft CRM database schema to fit the data needs of a specific industry or business.
• Quickly customize virtually any form within Microsoft CRM - accounts, contacts, opportunities, cases, orders, and more - so that you capture and manage the exact data you need to increase sales and service effectiveness.
• Modify information views across the solution so that users can see critical information at a glance and sort data across records according to specific business needs.
• Easily add new fields to the Microsoft CRM database schema to fit the data needs of a specific industry or business.
• Quickly customize virtually any form within Microsoft CRM - accounts, contacts, opportunities, cases, orders, and more - so that you capture and manage the exact data you need to increase sales and service effectiveness.
• Modify information views across the solution so that users can see critical information at a glance and sort data across records according to specific business needs.
Modify business management settings
• Flexible default settings let you accurately mirror your business model by mapping organizational structures, including departmental, management and team structures.
• Ensure information is protected, yet accessible, by selecting from a wide range of user roles and access rights, or modify or create roles that fit unique needs.
Automate business processes with workflow
• Set up and modify rules that automate business processes, including leads routing and notifications, opportunity and pipeline management, case management, and data transfer to other applications.
• With with the industry-leading sales methodology included with Microsoft CRM, or build in your own methodology, to automate stages in the selling process and establish milestones for assessing sales activity.
• Create customized e-mails and set up specific rules for automatic order fulfillment notification, leads and opportunity follow-ups, service requests follow-ups, and more.
Advanced Customizations
Microsoft CRM offers a rich environment for advanced customizations, including open application programming interfaces (APIs), a comprehensive Software Development Kit (SDK), and Microsoft BizTalk© Server 2002 Partners Edition.
• Build customized integrations with third-party business solutions, using BizTalk Server technologies.
• Extend the solution to Web services - for example, automatically perform credit checks whenever new opportunities are created in Microsoft CRM.
• Enchance Microsoft CRM functionality to fit specific verticals and industries, or build new applications on top of the Microsoft CRM platform.
Dynamics CRM version 4.0 adds a number of new features, including support for duplicate data detection and other enhancements. Perhaps most importantly, CRM 4.0 provides true multi-tenancy, which will allow the creation of multiple organizations on a single server. CRM 4.0 was released with the following improvements:
• More powerful and easier to configure Reporting and BI (now based on SQL Reporting Services instead of Crystal)
• More powerful data import tools, de-duplication capability now included
• Enhanced entity relationships – many to many, self-referential
• Improved programmability - enhanced Web Services, unified event model, plug-ins to replace callouts
• Light enquiry user license now available - potentially reducing the costs associated with rolling out across larger organizations
• Multi Tenancy - One server can host more than one business organization
• Multi Currency
• Multi Lingual
Call us at 847-923-0879 or email us at sales@tekdyn.com