Microsoft Dynamics CRM 2016 Release Guide.pdf

Why Dynamics CRM?

A CRM system is only as good as the data it holds and data accuracy is very much dependent on the user. Microsoft Dynamics CRM has been developed with the user in mind. The familiar and easy to use design of Dynamics CRM facilitates instant user buy-in and rapid adoption across the entire business.
Microsoft CRM includes three main entities:
  • Sales: Accounts, Contacts, Leads, Opportunities, Competitors, Products, Sales Literature, Quotes, Orders, Invoices, Goals
  • Marketing: Accounts, Contacts, Leads, Marketing Lists, Campaigns, Products, Literature, Quick Campaigns
  • Service: Accounts, Contacts, Service Calendar, Cases, Knowledge Base, Contracts, Products, Services, Goal Metrics
Organisations can also extend Dynamics CRM through custom entities to track other types of related data, such as projects and events. In this way, Dynamics CRM provides an extendable (xRM) platform to manage your customer relationships for specific industries.

Over 40,000 companies and 4.4 million people use Dynamics CRM

 Here are a few reasons why:  
  • Affordable: with on-premise or subscription based licensing options 
  • Easy to use: requiring minimal training and IT intervention  
  • Familiar: Dynamics CRM provides you with powerful functionality within a familiar Outlook interface  
  • Flexible: Dynamics CRM can be easily customised (without coding) to support your changing needs with point-and-click customisation, role-based forms and powerful developer tools  
  • Productive: seamless Office and Exchange e-mail / Calendar integration.  Configurable and easy to use workflow models to drive automation 
  • Cross-functional: interconnectivity with ERP/SCM/HR systems (e.g. Dynamics GP or AX) to give a more rounded view of the business 
  • Easy to access: on and off-line access  
  • Effortless reporting: on business performance in real-time
  • Secure, reliable and scalable: on a SQL Server architecture
  • Adaptable: offering a choice of On-premise or Online deployments. When your business needs change, you have the option of switching to Dynamics CRM on-premise software built on the same code base as CRM Online

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