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Microsoft Dynamics® CRM Overview











Microsoft Dynamics® CRM Product Overview
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Microsoft Dynamics CRM
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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 or your information technology (IT) partner can quickly modify application forms, data fields, and relationships and add new activities and objects without writing a single line of code. This makes it easy to tailor Microsoft Dynamics® CRM to suit your needs and fit your business. Microsoft Dynamics® CRM features several workflow innovations that speed use, including next-step suggestions and automatic task assignment. Microsoft Dynamics® CRM also includes capabilities such as:

A new marketing automation module that makes it easy to build customer or lead lists, create targeted marketing campaigns, track the progress of those campaigns, and follow up on campaigns.

Quick Campaign wizard that allows marketers and salespeople to send out e-mail blasts to targeted lists and track responses.

Service scheduling that allows you to centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up.

Easy customization of Microsoft Dynamics® CRM to your business workflow by adding custom objects and activities, designing custom views for different users, and building business logic into the CRM. This enables Microsoft Dynamics® CRM to automate repetitive tasks, tells users next steps, sends e-mail messages, and raises alerts for open items—so nothing falls through the cracks, giving your customers a better experience.

Flexible reporting that enables managers to easily see how your business is doing—CRM data can be transferred into Microsoft Office® Excel for analysis or into Microsoft Office® SharePoint Portal Server for updating executive dashboards or collaborating on customer-related documents.