Utilising Microsoft Technology

Microsoft Dynamics CRM 2011
Utilising Microsoft Technology

By leveraging Microsoft's integrated applications you'll have all the components to create a customisable solution to fit any sized organisation within virtually any industry and perform a virtually limitless amount of functions.

As well as being fully accessible within Microsoft Outlook and embedding many MS Office features, Dynamics CRM 2011 integrates with these Microsoft technologies:

Visualise CRM data with Microsoft Excel

Add, visualize and modify CRM data directly in Microsoft Excel.

Microsoft Dynamics CRM makes it easy for users to analyze and manipulate customer data using tables and formulas. Excel helps users quickly create professional looking reports including sales forecasts based on customer purchasing trends, account analysis, marketing campaign returns and other CRM data.

Synchronising data between Excel and Microsoft CRM is both quick and simple, helping everyone stay up to date with tools they already use.

Communicate with Microsoft Word

Raise customer awareness, boost sales efforts or provide service updates with compelling communications created using Microsoft Office Word.

Reusable templates reduce effort and make it easy to maintain consistent branding and quality standards. Web-based access to tools and templates enable people to work anywhere so they can be productive when travelling or working from home.

Share information through Microsoft SharePoint Server

Share CRM data with customers, partners and distributors so they can submit requests, track status, view information and see results through Microsoft Office SharePoint Server.

By integrating your SharePoint site with CRM you'll be able to dynamically link documents to share and edit them with other team members.

Instead of just passively attaching PDFs and other documents in CRM, Dynamics 2011 shares them in SharePoint folders and locations where other users can more easily collaborate, edit and add more documents.

As a result you can take advantage of Sharepoint's specialist document management features to improve file sharing by utilising simultaneous editing, checking in/out and many more functions to control and share document access.

Communicate in real time with Microsoft Lync Server

With Microsoft Lync Server (Previously Microsoft Office Communications Server) real-time communications can be transformed among Microsoft Dynamics CRM users.

Users can see who's online or offline, free or busy and launch an instant messaging session without leaving their Microsoft Dynamics CRM interface. As a result it's easy for teams to work together quickly in the same office or in different geographical regions.

Organise and Unify Communications with Microsoft Exchange Server

Synchronize and store all CRM activities including e-mail, letters, tasks, and phone calls in one place to better organise your communications.

Microsoft Exchange Server with Microsoft CRM provides unified storage for all CRM activity so that users can achieve a complete view of their customer interactions and work more productively.

The ability to view activities related to a particular account, customer or case helps users stay up to date and see the relevance of their communications at a glance.

Create Flexible Processes with Microsoft Windows Workflow Foundation

Improve data quality and achieve greater consistency in the completion of everyday task through workflow automation that streamline processes within teams throughout the organization.

Microsoft Dynamics CRM uses the Microsoft Windows Workflow Foundation, making it easier to extend the reach of CRM data across line-of-business systems such as document management or enterprise resource planning. Learn more about Dynamics CRM process automation

Microsoft .NET framework

Microsoft .NET framework unifies a broad range of applications and provides seamless and secure communications. By utilizing this framework, Dynamics CRM can be extended over virtually any application making it easy for developers to create bespoke solutions that fit unique processes.

Create Reports Quickly with Microsoft SQL Server Reporting Services

Access the CRM information you need when you need it with Microsoft SQL Server Reporting Services.

Wizard-based reporting tools empower end users to quickly create their own visual and interactive reports based on Microsoft Dynamics CRM data, such as channel performance, sales forecasts, and customer satisfaction.

Staff and managers can also use centralised dashboards to view business progress and identify follow-up actions to help protect and increase profit margins.

Analyse Results with Microsoft SQL Server Analysis Server

Understand where your business is going with deep CRM analytics based on Microsoft SQL Server Analysis Services.

Uncover sales trends, segment your customers, target resources to areas of highest return, and mitigate risks with technologies that help to unlock the potential of your Microsoft Dynamics CRM data.

Manage data confidently with Microsoft SQL Server

Help your organization minimize data risk by leveraging the broad capabilities of Microsoft SQL Server to create a world-class data platform that delivers high availability, scalability, security features, manageability and interoperability.

Microsoft SQL Server supports corporate mandates to control costs without sacrificing application availability, security or reliability.


	Find Out More Contact us to learn more about how Microsoft Dynamics CRM 2011 can transform your business performance on 0800 381 1000

	Evaluate Microsoft Dynamics CRM Free for 30 days Test drive Microsoft Dynamics CRM free for 30 days
	Microsoft Dynamics CRM 2011 Videos Watch demonstration videos to see the benefits of using Microsoft Dynamics CRM
	How does Microsoft Dynamics CRM compare with other applications? Read our comparison guide to see how Microsoft Dynamics CRM software measures up with ACT!, GoldMine & Sage CRM
	Microsoft Dynamics CRM Brochures Download our Microsoft Dynamics CRM brochure and our other datasheets for service, sales & marketing teams
	CRM Planning Guides Download free CRM planning guides packed with tips and advice to help you plan a successful CRM implementation

Home > Microsoft Dynamics CRM > Utilising Microsoft Technology Microsoft Dynamics CRM 2011 Utilising Microsoft Technology

Home > Microsoft Dynamics CRM > Utilising Microsoft Technology

Microsoft Dynamics CRM 2011
Utilising Microsoft Technology