Business thrives on customer relationship management. Many organizations have specialists in the roles of customer relationship management to take care of their ever-changing needs. Microsoft created customer relationship management software called Microsoft Dynamics CRM that will help any customer across any business provide data & information for its customers at a click of a button. Dynamics CRM is a server-client application, which, like Microsoft SharePoint, is primarily an IIS-based web application which also supports extensive web services interfaces. Clients access Dynamics CRM either by using a Browser or by a thick client plug-in to Microsoft Outlook. Besides Internet Explorer the Chrome and Firefox browsers are fully supported since Microsoft Dynamics CRM 2011 Update Rollup 12. The current version of Microsoft Dynamics CRM is 2016. Microsoft Dynamics CRM has over 40,000 customers.

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft focusing mainly on Sales, Marketing, and Service (help desk) sectors, but Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it. It is part of the Microsoft Dynamics family of business applications.

Microsoft SharePoint integration:

Since the 2011 version, it is possible to store and manage documents in the context of Dynamics CRM records on a server that is running Microsoft SharePoint. This feature allows to use the advanced SharePoint framework for the content management infrastructure inside Dynamics CRM. With the SharePoint integration, it is also possible to share documents for external users with granted permission but no access to Dynamics CRM account.

Why Dynamics CRM?

Establish a fool proof system that exceeds all your business expectations

Marketing

It unites all aspects of business campaign management. Microsoft Dynamics Marketing enables your marketing team to seamlessly go from planning, to execution, leveraging the power of Excel and Power BI to measure campaigns across channels from start to finish so you can bring your marketing vision to life. You can engage customers one-to-one across channels, build your sales pipeline and demonstrate the impact of your marketing investments in real-time.

• Marketing module enables:
• Customer segmentation
• Campaign planning and execution
• Data extraction and cleansing
• Analytics and reporting
• Marketing/sales collaboration tools
• Information sharing portals

Sales

Sales module provides tools to successfully manage the sales process, access to potential contacts in real time, and to identify potential customers.

• Lead and opportunity management
• Account and contact management
• Territory and sales quota management
• Forecasting and sales analytics
• Offline and mobile device access
• sales literature management
• sales pipeline and competitor analysis
• Quick access to products, pricing, and quotes

Service

Service module enables management and monitoring services that are provided to clients within the organization, ensuring customer service representatives maintain a consistent system of support.

• Account and contact management
• Case and interaction management
• Incident routing and queuing
• Product and contract management
• Knowledge-base management
• service scheduling
• workflow across teams and groups
• service reporting and analytics.