Microsoft Dynamics CRM - Key Features

Microsoft Dynamics CRM is a fully featured CRM solution.  The best way to get up to speed with its capabilities is to arrange a no-obligation webinar. Below are just a few of the areas that the product can assist with.

Accounts & Contacts

Manage all activity with your organisation accounts and contacts in a centralised manner. Keep track of all activity so staff can make informed decisions. 

Opportunity Management

Manage all aspects of your sales process and ensure that you maximise their potential.

Service Desk

Manage support contracts and manage Cases / incidents through your business process.

Marketing Campaigns

Setup and manage email and off-line marketing campaigns within CRM including appropriate tasks.

Outlook Integration

An Outlook client available to seamlessly integrate Outlook with Microsoft Dynamics CRM. Access all central contact information directly in CRM and record emails automatically.

Workflow Engine

Automate your business processes with the flexible workflow engine. Remind sales staff about account reviews, or escalate Cases when they are about to breach service level agreements. The possibilities are endless.

Reporting Engine

A flexible reporting engine is provided as standard.   Report on analyse on the business information that allows staff to make informed decisions

Security Model

Microsoft Dynamics CRM provides a role based security model as standard allowing organisations to control access and update rights.

Customising Microsoft Dynamics CRM

A key benefit is that the CRM solution can easily be adapted to the data and workflow requirements of the organisation.

Scalability & Performance

As a Microsoft product you can be sure it will perform and scale to meet the most complex requirements.