With Microsoft Dynamics CRM you will have the ability to create clear concise records of your customers that are easy to update and maintain and provide you with the information you need with just a click of the mouse.
Microsoft Dynamics CRM will provide you with a database that is both fast and flexible and the best news is how affordable it really is. It will grow with you and you will see your profits blossom. What a great feeling. After all purchasing CRM should be one time decision and then after that your software should expand with your business.
Whether you're a small mom and pop operation or a large corporation with many departments and a complex environment Microsoft Dynamics CRM can help your company prosper by providing sound data for all departments to use.
One thing that makes Microsoft Dynamics CRM stand out is that it is quicker and easier to use than many other CRM software packages. It easily integrates with your Microsoft Office and Outlook which makes it very easy to pull information together in a usable format such as Excel.
You can customize your software so that it works with your business. You shouldn't be trying to fit the software into your business; rather the software should be customizable to your business and Microsoft Dynamics CRM.
You can secure information that is sensitive, define who has access to what information; you decide what data you collect and how you are going to use that data.
The service calendar is great little tool that lets you schedule activities and projects by date and time. It's a very handy tool that can be used by the sales team to do call backs, marketing to schedule activities, and even accounting for processing forecasting.
Microsoft Dynamics CRM is an excellent tool for management. A quick glance at the data or a sophisticated report from the reporting module and management has all the data right at their fingertips.
Mobility is not a problem either. Staff that's out in the field can have instant access to the customer data on their cellular phone, PDA, or Blackberry. Now that's convenient!
As we mentioned earlier your CRM software needs to work with your business and Microsoft Dynamics CRM does just that. Your IT staff can quickly make any necessary changes to applications, forms, data fields, and how data relationships are established, and any other tailoring you need for your particular business.
Microsoft Dynamics CRM is a powerful customer relationship management package and one article simply can't address everything it has to offer. But by now it should be pretty obvious why Microsoft Dynamics CRM needs to be part of your business success. After all don't we all want to see an increase is our profits?
Microsoft Dynamics Crm Customization
Serving Microsoft Business Solutions clients, formerly Great Plains Software Dynamics, eEnterprise, Dynamics C/S+, Siebel Great Plains Front Office, we found that Transportation & Logistics is the industry where Great Plains & CRM tandem is the most popular. In this small article we would like to give you highlights on ERP & CRM in transportation & logistics
?Shipment Tracking System. Transportation & Logistics industry is pretty mature and you more likely have industry standard (like Efreight) or custom system. So, if you plan to implement new ERP ? it should be tightly integrated with your cargo tracking system.
?Clientele. This is the question of the core application. If you have to sell to a large number of prospects and track their relatively small shipments ? you should first consider Microsoft CRM, which has Sales and Service modules. In this case ? you should enable shipment status lookup from MS CRM screens. In the case when you ship to limited number of large customers ? you are focusing on the profitability of the shipments and looking at Great Plains as the core system.
?Agent Settlement Report. This seems to be logistics industry feature. You use agents and settle their AR/AP invoices on the monthly or weekly basis. In Great Plains you should use customer/vendor consolidation, available for Great Plains Professional version. Plus you will need Great Plains Dexterity or .Net customization to link SOP and POP invoices in the settlement process.
?eConnect. Each logistics business has unique business processes and this is why we see software developers in staff plus strong IT department. This makes eConnect (Microsoft Great Plains SDK) very popular among logistics companies. You can create Great Plains objects: Customers, Invoices, Purchase Orders, etc. Plus it allows you to eliminate GP licenses cost ? you can have users work with Great Plains through web forms
?Integration Technology. In the case of both Great Plains and Microsoft CRM you use MS SQL Server linked server technology. Then you deploy MS CRM SDK, Dexterity, Heterogeneous Stored Procedures.
?Programming Tools. You use Visual Studio.Net to program MS CRM lookups, in some cases you can use WebMatrix, but we do not recommend tools, which do not have rich debugging features.
?Reporting. Crystal Reports is the tool of choice. You should create heterogeneous SQL view and base you Crystal Report on this view. Microsoft CRM security suggests you to use MS CRM SDK or built-in Crystal Reports Enterprise to comply.
?MS CRM Messaging. Microsoft CRM Exchange connector has relatively straightforward mechanism ? GUID in the message header. If you need advanced messaging ? capturing emails, based on contact email or domain ? you main consider advanced connector, developed and supported by Alba Spectrum Technologies. In some cases you would like to use Lotus Notes Domino as email server ? this is also possible.
You can always have us help you, give us a call: 1-630-961-5918 or 1-866-528-0577, help@albaspectrum.com
Andrew Karasev is Chief Technology Officer at Alba Spectrum Technologies ( ) - Microsoft Business Solutions Great Plains, Navision, Axapta MS CRM, Oracle Financials and IBM Lotus Domino Partner, serving corporate customers in the following industries: Aerospace & Defense, Medical & Healthcare, Distribution & Logistics, Hospitality, Banking & Finance, Wholesale & Retail, Chemicals, Oil & Gas, Placement & Recruiting, Advertising & Publishing, Textile, Pharmaceutical, Non-Profit, Beverages, Conglomerates, Apparels, Durables, Manufacturing and having locations in multiple states and internationally.We are serving USA Nationwide: CA, IL, NY, FL, AZ, CO, TX, WI, WA, MI, MA, MO, LA, NM, MN, Europe: Germany, France, Belgium, Poland, Russia, Middle East (Egypt, Saudi Arabia, OAE, Bahrain), Asia: China, Australia, New Zealand, Oceania, South & Central America: Mexico, Peru, Brazil, Venezuela, Columbia, Ecuador, Chili, Paraguay, Uruguay, Argentina, Dominican Republic, Puerto Rico
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