MS Dynamics CRM

Microsoft Dynamics CRM helps grows sales, manage marketing, and care for your customers all in one place. With simple customizable dashboards, you can view what’s important quickly and efficiently.


Take a quick test drive of Microsoft Dynamics CRM here, and you will quickly learn how easy it is to:

  • Manage contacts
  • Qualify leads
  • Put social media insights to work
  • Collaborate with colleagues
  • Utilize knowledge bases
  • Respond appropriately to RFPs
  • Respond quickly to service cases
  • Close service cases

Optimize your sales efforts with the familiar and intelligent features of Microsoft Dynamics CRM. Take advantage of a highly intuitive interface and embedded Microsoft Office capabilities to increase time with customers, shorten sales cycles, increase close rates, and achieve real-time insight.

Improve Sales Planning & Management
  • Set up territories and teams for optimal organizational efficiency.
  • Create price lists, discounts and unit groups to streamline offer management.
  • Post sales best practices and tips in the Resource Center.
  • Use strong role-based and group-based permissions for easy information distribution.
Automate Your Lead System
  • Better coordinate with marketing by tracking leads in one centralized system.
  • Automatically associate email messages with relevant leads or opportunities.
  • Assign leads and tasks automatically based on predefined rules.
  • Instantly light up the most promising leads with conditional formatting.
  • Use guided dialogues to streamline the qualification process.
  • Streamline lead scoring and conversion.
  • Instantly segment your customer database to identify new leads.
Manage Opportunities Effectively
  • Close deals faster by centrally tracking key deal information.
  • Enable more effective team selling with team-based ownership.
  • Create and monitor customized offers and pricing for each opportunity.
  • More effectively position against the competition with seamless competitor tracking.
  • Better identify and leverage extended relationships (lawyers, consultants) in the sales process.
  • Streamline proposal creation with embedded document management capabilities.
  • Establish consistent sales processes enterprise-wide with predefined workflows.
  • Track generated revenue with out-of-box order and invoice tracking.
  • Use leading sales methodologies like Miller Heiman, SPI and TAS right within Microsoft Dynamics CRM.
Streamline Account Management
  • Track all activities and interactions for each contact and account.
  • Identify influencers, constituents, allies and roadblocks for each account.
  • Quickly identify cross-sell and up-sell opportunities with embedded analytics.
  • Automatically track contract renewal dates and details.
  • Better understand complex organizational structures with hierarchal relationship tracking.
Boost Sales Productivity
  • Use Microsoft Dynamics CRM right within Microsoft Office Outlook.
  • Instantly find the information you need with preview panes, personal views, record pinning and Most Recently Used lists.
  • Improve communication and team collaboration through seamless integration with Microsoft Office products.
  • Promote Office Outlook contacts and email messages to Microsoft Dynamics CRM with a few clicks.
  • Reduce wasted cycles with robust data import and data deduplication features.
  • Ensure your sales people are working on the most current data with bidirectional data synch between Microsoft Office Excel and Microsoft Dynamics CRM.
Enhance Pipeline Management
  • Easily track the sales pipeline for improved financial planning.
  • Increase accuracy of revenue projections with individual or rollup forecasting.
  • Track revenue goals by dates, financial periods or other predefined criteria.
  • Instantly track sales quota versus attainment at individual or group level.
  • Identify key trends for deals won or lost and optimize the sales process.
Simplify Workflow Processes
  • Improve productivity with personal, team, and organizational workflows.
  • Leverage guided dialogues across the sales organisation to reduce training and ramp-up time.
  • Automatically create or assign tasks and activities when rules are triggered.
  • Automate simple or multilevel approvals with predefined workflows.
  • Automate scoring and distribution of leads.
  • Set alerts for key events or milestones.
  • Define and enforce consistent sales processes enterprisewide.
Leverage Mobile Express for Microsoft Dynamics CRM
  • Empower your sales force with real-time access to customer data from any web-enabled device.
  • Better prepare for customer meetings via real-time account details.
  • Rapidly respond to customer requests while on the road.
  • Continuously work details by updating and receiving leads 24/7.
  • Discover new up-sell and cross-sell opportunities right on the spot.
Gain Visibility and Improve Decision Making
  • Gain business insight with flexible dashboards and inline data visualization.
  • View key performance indicators in real time with prebuilt dashboards.
  • Use built-in sales reports to conduct detailed analyses without IT assistance.
  • Use robust data cubes for insightful trending analysis.
  • Employ predictive analytics to identify key selling scenarios.
  • Take advantage of the intuitive Report Wizard to instantly create ad-hoc reports.
Attract Prospects with Microsoft Dynamics CRM

Get a CRM marketing solution that is flexible, easy to use, and engineered to fit your business. Transform every touch point into a marketing opportunity and harness the undiscovered potential within your customer base. With familiar and intelligent marketing capabilities in Microsoft Dynamics CRM, you can market more effectively, improve productivity, and gain actionable insight into your marketing efforts.

Manage your data effectively
  • Effortlessly import data from other sources into Microsoft Dynamics CRM.
  • Use predefined data-mapping rules or create new ones on the fly.
  • Confirm data import status with automatic e-mail notification.
  • Intelligently cleanse your data to eliminate duplications and decrease your cost per engagement(CPE).
Pinpoint Your Marketing Efforts
  • Use natural-language queries to instantly segment customers or prospects.
  • Create highly targeted lists and associate them with campaigns.
  • Set up personal or public views for reuse.
  • Easily share target lists with colleagues and vendors.
  • Export lists into multiple formats for bulk email or direct-mail communications.
Simplify Campaign Planning
  • Plan and track activities, tasks, budgets and details for each marketing activity.
  • Set up product catalogues, price lists and discounts for optimal offers.
  • Tailor messages and offers to highly targeted lists.
  • Save time and money with reusable campaign templates.
  • Use predefined workflows to streamline processes and approvals.
  • Create Internet landing page for campaigns without any coding.
  • Easily create marketing plans with embedded document management capabilities.
Streamline Campaign Execution
  • Initiate and distribute campaigns and communications instantly.
  • Track and manage all event and customer details in one central platform.
  • Use embedded Mail Merge capabilities to instantly send mass communications.
  • Manually or automatically assign marketing tasks and leads.
  • Create on-the-fly campaigns with the Quick Campaign Wizard.
  • Create rules to trigger responses based on customer interest.
Improve Response Management
  • Centrally capture and track responses for marketing campaigns.
  • Automatically capture and categorize responses from Internet landing pages.
  • Score responses using predefined rules.
  • Instantly assign responses to most qualified resources for follow-up.
  • Instantly convert responses to leads.
Streamline Lead Tracking
  • Better coordinate with sales by tracking leads in one centralized system.
  • Automatically assign or score leads based on predefined workflows.
  • Instantly light up the most promising leads with conditional formatting.
  • Use guided dialogs to streamline the lead qualification process.
  • Ensure your marketing staff are working on the most current leads with
  • bidirectional data synch with Excel.
Extend Value with Microsoft Office
  • Use Microsoft Dynamics CRM within Microsoft Office Outlook for improved productivity.
  • Instantly find the information you need with preview panes, personal views, record pinning and Most Recently Used lists.
  • Eliminate redundant email tracking through Office Outlook synchronization.
  • Better collaborate with co-workers with embedded presence feature.
  • Streamline mass mailings with built-in mail-merge capabilities.
  • Add Office Outlook contacts to marketing lists with a few mouse clicks.
Automate Workflows
  • Boost productivity with personal, team, or organizational workflows.
  • Dynamically assign tasks to the most appropriate resource using configurable rules.
  • Accelerate approvals using predefined workflows.
  • Automate followup with predefined triggers.
  • Set alerts and reminders for campaign milestones.
Mobile Express for Microsoft Dynamics CRM
  • Access customer data from any web-enabled device anywhere, anytime.
  • Track budgets and push through approvals while on the road.
  • Create or update campaigns on the fly.
  • Update, qualify or assign leads while on the road.
  • Track key marketing metrics while on the road with rich offline reporting.
Improve Response Management
  • Measure your marketing success with key performance indicators (KPIs).
  • Gain business insight with flexible dashboards and inline data visualization.
  • Follow key marketing objectives with comprehensive goal-tracking capabilities.
  • Track key campaign indicators with built-in reports.
  • Identify trends and allocate resources with powerful predictive analytics.
  • Use robust data cubes for trending analysis.
Delight Your Customers Like Never Before

Microsoft Dynamics CRM meets the changing expectations of customers with a service solution that is robust and flexible. Users find familiar functionality and an interface that let them work in a personal, natural way. This intelligent solution informs customer service professionals with guidance that is insightful and actionable. The result is a connected, collaborative, and integrated organization.

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Manage Accounts with Insight and Collaboration
  • Boost agent productivity with a familiar user interface that is natural and personal.
  • Create business connections across CRM activities and entities.
  • Build teams with users from multiple business units to own records and assigned roles.
  • Audit changes to business data with automatic notification.
  • Enable role-based access and permissions to accounts and data.
Enhance Customer Service with Insightful, Actionable Intelligence
  • Track and measure performance for organizations, business units, teams, and individuals.
  • Use inline visualizations for ad-hoc drilldown into key performance indicators (KPI).
  • Stay current with dashboards of customizable real-time analytics.
  • Import and export Microsoft Office Excel spreadsheets in real time.
  • Use built-in reports or customize with Report Wizard.
Respond to Cases Quickly and Precisely
  • Respond to cases faster with access to complete case and customer data.
  • Use guided business processes and scripted dialogues to deliver fast and precise service.
  • Manage cases across individual and team queues that are user friendly and configurable.
  • Personalize data views, dashboards and navigation; pin favorites to workstation.
  • Flexibly manage cases across channels for customer convenience.
Simplify Contract Management
  • Simplify contract management to develop and revise customised customer contracts.
  • Use workflow to trigger activities to help agents consistently deliver the right level of service.
  • Gain actionable insight to help agents sell more service and support contracts.
  • Give agents real-time access to views of service eligibility for each customer.
Get the Right Information at the Right Time
  • Increase first contact resolution with the built-in knowledge repository.
  • Speed case handling by making it easy to find information with familiar tools.
  • Avoid duplicated efforts by using cross-channel knowledge and collaboration.
  • Use familiar and graphical tools to track and monitor the flow of knowledge.
Integrate Mobile Express for Microsoft Dynamics CRM
  • Deliver notifications and alerts through mobile devices.
  • Manage and update service schedules and appointments.
  • Access and send CRM customer service data via any web-enabled device.
  • Drag and drop configuration and forms design for mobile devices.
Streamline Scheduling with All Resources Required to Perform a Service
  • Schedule services and resources to serve customers effectively.
  • Save time with familiar and easy scheduling tools.
  • Stay connected across teams with a centralized view of service calendars and resources.
  • Use familiar tools to set up and manage reoccurring appointments in CRM.
Establish Processes that Facilitate a Connected Organization That is Collaborative and Integrated
  • Save time and money by allocating items to queues based on inquiry type or any custom entity.
  • Automatically assign activities to specific agents or teams; define role-based and security-based views.
  • Establish rules-based approvals and escalation to route cases to the right person.
  • Personalize workflow with point-and-click tools; use conditional branching and nesting.