Microsoft Dynamics CRM 4.0 Overview

Microsoft Dynamics CRM 4.0 is a fully integrated customer relationship management (CRM) system. Microsoft Dynamics CRM gives you the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. With tools to enhance your company's sales, marketing, and customer service processes-along with native Microsoft Office Outlook integration-Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution. Microsoft Dynamics CRM helps you drive consistent and measurable improvement in everyday business processes.

Marketing: A clearer view of customers and more informed marketing investments

Segment customer lists into distinct benefit groups and then market to one or more of the identified segments using a workflow-driven model. With Microsoft Dynamics CRM, your marketing professionals can leverage tools for:

• customer segmentation
• campaign planning and execution
• data extraction and cleansing
• analytics and reporting
• marketing/sales collaboration tools

Sales: Get more leads and close more business

Access a complete view of customer data online or offline, and leverage tools that enable your sales professionals to get real-time access to leads, identify cross-sell and up-sell opportunities, and close more deals, faster. Microsoft Dynamics CRM provides:

• lead and opportunity management
• account and contact management
• territory management
• forecasting and sales analytics
• offline and mobile device access
• quick access to products, pricing, and quotes

Customer service: Provide more value to customers

Respond faster to customer service issues and empower your service organization to anticipate, address and deliver consistent, efficient customer care that contributes to long-term business profitability. Microsoft Dynamics CRM provides functionality for:

• account and contact management
• case and interaction management
• product and contract management
• knowledge-base management
• service scheduling
• workflow across teams and groups
• service reporting and analytics

Fits your people

With a familiar user interface, wizard-based tools, and close integration with Microsoft Office system productivity applications, Microsoft Dynamics CRM helps you achieve the best fit for your people.

• Get started quickly in a familiar Microsoft Office Outlook environment designed to support fast user adoption and high utilization of your CRM solution without a typical Alt-Tab between Office Outlook and CRM.
• Empower users to work with familiar tools, such as Microsoft Office Word and Microsoft Office Excel spreadsheet software, to create their own dashboards and personal workflows with wizard-based tools without reliance on outside support.
• Provide role-tailored access to information and data both online and offline, giving people access to only the information they want and need-delivered in the way they want it.

Fits your business

Microsoft Dynamics CRM provides choice and flexibility in how you implement and customize your CRM application so you can achieve the best fit for your business.

• Automate business processes to unify line-of-business systems with flexible, easy-to-use tools built on the Microsoft Windows Workflow Foundation platform.(WWF).
• Design your solution utilizing easy to use point and click customization to quickly modify and extend CRM to work the way your business works to uniquely fit the needs of each business group.
• Align IT and business goals through a CRM system that meets both IT requirements and the business requirements enabling fast deployments, low-effort iterative changes and empowered business users.

Fits your environment

Built on reliable, industry-standard technology, Microsoft Dynamics CRM is an adaptable and affordable CRM system that fits within your existing technology environment.

• Realize fast return with industry-standard technology built on a performance-enhanced architecture that gives you fewer elements to deploy and maintain.
• Protect IT investments using flexible technology that does not lock you into a specific deployment method, and is easy to upgrade, move, and extend into new business groups, geographies, and lines of business.
• Connect to other technologies with built-in integration between internal and external systems, helping to reduce operational costs and provide fast access to functionality.

Fast facts about Microsoft Dynamics CRM 4.0

Server Editions

Every server that runs Microsoft Dynamics CRM 4.0 requires a Server license. Three Server Editions are available for Microsoft Dynamics CRM 4.0:

• Microsoft Dynamics CRM 4.0 Workgroup Server includes and supports a maximum of five User licenses.
• Microsoft Dynamics CRM 4.0 Professional offers a rich feature set, and supports single tenant deployment. No licensing limit on number of users.
• Microsoft Dynamics CRM 4.0 Enterprise offers a rich feature set, and supports multi-tenant deployments. No licensing limit on number of users.

Languages

Microsoft Dynamics CRM 4.0 offers a multilingual user interface that allows companies to work in different user interface (UI) languages on the same installation. Languages include Arabic, Czech, Chinese (Hong Kong), Chinese (Simplified), Chinese (Traditional), Danish, Dutch, English, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese (Brazil), Portuguese (Portugal), Russian, Spanish, Swedish, and Turkish.

Integration

Microsoft Dynamics CRM integrates with key Microsoft products and technologies, including the 2007 Microsoft Office system and Microsoft Office SharePoint Server 2007, Windows Vista, and others.