MS Dynamics CRM

While writing an email, have you ever thought “I’d like a bit more information about who I’m writing to?” Sure, you can switch over to your CRM and run a search on who you’re writing to – but it’s an extra step.

CRM for Outlook solves this problem. Whenever you have an email open with a client, you’ll be able to see all their recent activity fed from your CRM. You’ll be able to see recent cases, recommended opportunities, and activities, giving you the information you need to make informed decisions./p>

Surveying your customers is now easier as Microsoft has integrated the survey tool into CRM 2016. You’ll be able to build surveys to capture detailed qualitative and quantitative feedback, using radio buttons, text fields, smiley face and other data capture techniques. All the information collected can be put through workflows that let you know when your customers reply and the results will be presented in graphs or charts of your choice.

With almost 60% of users accessing CRM from mobile devices, Microsoft has identified CRM Mobile as a key area of growth. CRM Mobile allows you to work offline and will automatically sync your changes once you reconnect to your system.

With the rise of mobile data breaches, device security is a hot topic and using CRM offline allows you to take your work anywhere, all while reducing the risk of a breach.

Putting together information and documents you use often is now much easier. Using Word and Excel integration, you’ll be able to pull together information from account summaries, sales orders and contracts in no time.

What’s more, you’ll be able to build templates using a simplified editor, which launches from distinct records with one click and you will be able to interrogate data easily. CRM 2016 puts the power back into your hands!

Microsoft acknowledged that many users prefer to analyze data in Excel, a product they have supported for many years. With CRM 2016, you’ll be able to seamlessly interrogate data with Excel functions such as formulae, pivot tables and others. Excel templates can be created for any CRM entity – so this covers sales forecasting, lead scoring and case metrics. You can then sync this information with your CRM, making collaborating with your colleagues even easier.

We have a reputed Dynamics implementation practice. We are a Microsoft Certified Partner and have many years of experience implementing business systems.

We have highly qualified professionals working with you to deliver our Dynamics projects. These include Functional Consultants (CPA, Industry Expert), Technical Consultants, Microsoft Certified Professionals and Project Managers (PMP & PMI-ACP).

We follow Microsoft’s Sure Step methodology during implementation and pride ourselves on customizing the solution till it fits every specific requirement of your business.