CRM FAQ

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.

Microsoft Dynamics -vs- Goldmine summary

Goldmine has been one of the best selling CRM products for the small and
medium sized business segment globally.

It is very easy to deploy and has a large install base. We should know, as we
helped a great number of organizations with successfull deployments and a host of customizations for the Agency Brokerage and Home Health Care Industries.

The problems arise due to Goldmine being a very good contact manager, but not
really a CRM. A large number of organizations as well as the organizations that we have helped have grown out of the Goldmine contact management solution with customizations, to a full fledged CRM system such as Microsoft Dynamics CRM.

With Hosted solutions now becoming a reliable and attractive way to increase
reliability and total cost of ownership, products such as Microsoft Dynamics and
there On-Premise or Online versions are made for doing business today.

We have listed some pros and cons for an easy visualization for our readers
who are contemplating moving or have some questions.

Real World Business Solutions

At JND Consulting Group, we take pride in being able to deliver real world business solutions. After all we too are a bussines striving to be the best. From our Project Coordinators to our Software engineers to our phone support technicans, we leverage over 70 years of experience in the technology world.

One of our core focuses is how we implement systems to meet your businesses needs and requirements. One Such area is the area of Customer Relationship Management Software, such as Microsoft Dynamics CRM.

Microsoft Dynamics CRM

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, your entire company can have a more complete picture of your customer, their needs, buying preferences and the likelihood of future purchases. Hosted Dynamics CRM 4.0 provides an immediate, customizable, and cost effective, web-based solution which drives steady, quantifiable improvements in business processes company-wide, providing a more fully developed and longer lasting customer relationship and resulting in higher levels of productivity and success.