Dynamics CRM F.A.Q.
- How does Microsoft CRM integrate with Microsoft Outlook?
- How can I import my existing customer data into Microsoft Dynamics CRM?
- What does my company need to be able to operate Microsoft Dynamics CRM 4.0?
- What are the system requirements for Dynamics CRM?
- Should we upgrade to Microsoft Dynamics CRM 4.0?
User is able to create e-mail templates and do a Mail Merge with Microsoft Word. Data can be exported to Microsoft Excel. Microsoft Outlook as provides fast, easy functionality to track emails and important contact directly from Outlook into Microsoft CRM.
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The two common ways to import data using Microsoft Dynamics CRM using out-of-the-box functionality: The Bulk Import Wizard imports your accounts, contacts, campaign responses, leads, and marketing list data. It comes already built into Dynamics CRM and can be used easily and on an ongoing basis by a sales or marketing staff. The Data Migration Manager is another way to import and will likely be used when you first implement CRM 4.0. The DMM allows you to assign data to users and import attachments and notes connected with the data.
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Microsoft offers 3 solutions to fit every business’s work environment. We can help you select which option is best for you.
- Microsoft Dynamics CRM Online – The online option combines the power of online services with the richness of your everyday productivity applications. You can quickly centralize your customer information and streamline business processes with easy access to a CRM website.
- Microsoft Dynamics CRM 4.0 On-Premise – The on-premise option give your business ultimate control over your customer relationship management system. It leverages standard Microsoft applications and server platforms with your current business. All information is specifically available for your business to optimize production immediately.
- Hosted by Microsoft Dynamics CRM Partner – The online option provides for a vendor to host Dynamic CRM for you and maintain similar how Microsoft hosts your application but provides a little more flexibility because the Hosted vendor may have different options for you.
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Microsoft CRM requires Microsoft Windows® 2000 or Windows® XP Operating Systems running Microsoft Office 2000 or Office XP, Microsoft SQL 2000 server, and Microsoft Exchange 2000 server. For Web access, users need Internet Explorer 6.0 or higher. From time-to-time system requirements may change as new technologies are released. For up-to-date information, please visit
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Our top ten list of why we have noticed why many of our clients have decided to upgrade to 4.0
- A user based workflow wizard. You can create workflows to automate your own tasks.
- You have Multi-Tenancy capabilities with 4.0
- It is a lot easier to tailor Microsoft Dynamics CRM Entities with 4.0.
- E-Mail Promotion to Lead or Case
- Duplicate Detection
- The Bulk User Add
- Citrix Support
- Improved shortcut navigations
- Less expensive user licenses
- Offline customizations
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