Microsoft Dynamics CRM

FAQs for Microsoft Dynamics CRM

How does Microsoft CRM integrate with Microsoft Outlook?
User is able to create e-mail templates and do a Mail Merge with Microsoft Word. Data can be exported to Microsoft Excel. Microsoft Outlook as provides fast, easy functionality to track emails and important contact directly from Outlook into Microsoft CRM.

How can I import my existing customer data into Microsoft Dynamics CRM?

The two common ways to import data using Microsoft Dynamics CRM using out-of-the-box functionality: The Bulk Import Wizard imports your accounts, contacts, campaign responses, leads, and marketing list data. It comes already built into Dynamics CRM and can be used easily and on an ongoing basis by a sales or marketing staff. The Data Migration Manager is another way to import and will likely be used when you first implement CRM 4.0. The DMM allows you to assign data to users and import attachments and notes connected with the data.

What does my company need to be able to operate Microsoft Dynamics CRM 4.0?

Microsoft offers 3 solutions to fit every business’s work environment. We can help you select which option is best for you.

•Microsoft Dynamics CRM Online – The online option combines the power of online services with the richness of your everyday productivity applications. You can quickly centralize your customer information and streamline business processes with easy access to a CRM website.
•Microsoft Dynamics CRM 4.0 On-Premise – The on-premise option give your business ultimate control over your customer relationship management system. It leverages standard Microsoft applications and server platforms with your current business. All information is specifically available for your business to optimize production immediately.
•Hosted by Microsoft Dynamics CRM Partner – The online option provides for a vendor to host Dynamic CRM for you and maintain similar how Microsoft hosts your application but provides a little more flexibility because the Hosted vendor may have different options for you. (In Some cases you can get better reporting and integration options.

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Microsoft Dynamics CRM Online – Getting Started

It is easy to get started with Microsoft Dynamics CRM Online.

Watch the Video here: Video-Getting-Started

Contact us today to help build value for your business and your customers.

561-705-2905

Video: Personalize Microsoft Dynamics CRM for yourself

Microsoft Dynamics CRM is adaptable to your needs. This video will show you how to configure Microsoft Dynamics CRM to better suit where and how you work as well as keep your personal information current.

Microsoft Dynamics Overview

Microsoft Dynamics CRM provides a full 360-degree, real-time view of each of your customers and prospects providing valuable business intelligence not
only for your sales team but also for your marketing, and customer service teams. From initial contact through the sales process and even post-sale follow-up and customer support.

Call us today to help your business get started: 561-705-2905

With Hosted Microsoft Dynamics™ CRM Online, you can quickly centralize customer information and streamline business processes with a solution that offers unmatched user adoption and business productivity.

GET STARTED QUICKLY

Using your Microsoft Internet Explorer® Web browser, you can quickly deploy your online CRM solution and begin transforming your business right away without complicated technology server setup. Start using the marketing, sales and service capabilities in Microsoft Dynamics CRM Online immediately or utilize the intuitive configuration capabilities to quickly add or modify fields, forms, workflow and reports to tailor it to fit your business needs.

SALES: Close Deals Fast

Enable salespeople to create a single view of the customer with tools that streamline and automate everyday sales processes promoting shorter sales cycles, higher close rates and improved customer retention. Microsoft Dynamics CRM Online gives sales professionals fast access to customer data and history when connected to the Internet or while working offline so they can work smarter and spend more time selling. Wizard-driven communications tools help keep sales prospects and customers informed of new product and service offerings.

MARKETING: Generate Demand

Provide marketing professionals with intuitive data organization and segmentation tools, powerful campaign management features and insightful marketing analytics to increase the effectiveness of marketing programs, generate demand and better track key performance indicators. Microsoft Dynamics CRM Online provides a comprehensive set of marketing capabilities so you can better understand customers and target your resources to the areas of highest return.

SERVICE: Deliver Responsive Service

Deliver customer information, case management, service history and support knowledge to the desktops of customer service personnel, giving them the tools to deliver consistent, efficient service that enhances customer loyalty and profitability. Microsoft Dynamics CRM Online provides a comprehensive customer service solution that is familiar to users, and is completely customizable to match your support process.

STREAMLINE BUSINESS PROCESSES

With Microsoft Dynamics CRM Online, business users can quickly design workflows to standardize and streamline their business activities, automate repetitive tasks and enable the consistent execution of marketing, sales and service processes to ensure your best business practices work as they should.

REPORT WITH EASE

Turn customer data into actionable insight with wizard-based tools that enable end users to create sophisticated reports on their own. Microsoft Dynamics CRM Online gives people rapid, relevant access to reporting and data so they can make faster, better-informed decisions.