Microsoft Dynamics CRM 4.0 - Microsoft CRM Customisation
Designed for maximum flexibility and low total cost of ownership, Microsoft CRM (customer
relationship management) adapts easily and affordably to meet business and industry-specific needs
for mid-market companies.
Get maximum flexibility and low costs of ownership
Mould Microsoft CRM to meet specific organizational and industry needs—but do it easily and
affordably, with efficient customization processes that reduce costs and ensure high return on
investment.
Automate existing business processes
Easily configurable workflow rules free employees from time-consuming administrative tasks and
increase efficiency and accuracy for sales and service processes.
Capture and view the exact data you need
Quickly tailor forms to capture the data you need to close sales and offer consistent customer
service, and provide employees the right view of critical customer information.
Customize without limits
Working with flexible .NET technologies and comprehensive tools, developers can enhance existing
functionality, build customized vertical solutions, create integrations with third-party applications,
and extend the solution to Web services platforms.
Implement customizations easily and rapidly
Because Microsoft CRM is browser-based, customizations can be published to the entire system in a
single upload, with no need to reconfigure individual desktops or laptops
Upgrade customizations smoothly
Microsoft CRM customizations carry forward with upgrades, reducing the burden on IT resources,
minimizing maintenance costs, and ensuring uninterrupted productivity.
Microsoft CRM Customization
Without touching database code, your administrator or channel partner can quickly and easily
modify Microsoft CRM to meet needs specific to your organization and industry.
Tailor forms and views
- Easily add new fields to the Microsoft CRM database schema to fit the data needs
of a specific industry or business.
- Quickly customize virtually any form within Microsoft CRM—accounts, contacts, opportunities,
cases, orders, and more—so that you capture and manage the exact data you need to
increase sales and service effectiveness.
- Modify information views across the solution so that users can see critical information
at a glance and sort data across records according to specific business needs.
- Create custom templates for mail merge, e-mail, knowledge base articles, and quotes,
helping ensure systematic content management and consistent customer messaging.
Modify business management settings
- Use flexible default settings to mirror your business model by mapping organizational
structures, including departmental, management, and team structures.
- Ensure information is protected, yet accessible, by selecting from a wide range
of user rules and access rights, or modify or create rules that fit unique needs.
Automate business processes
- Set up and modify rules that automate business processes, including leads routing
and notifications, opportunity and pipeline management, case management, and data
transfer to other applications.
- Use workflow rules or build sales methodologies to automate stages in the selling
process and establish milestones for assessing sales activity.
- Create customized e-mails and set up specific rules for automatic order fulfilment
notification, leads and opportunity follow-ups, service requests follow-ups, and
more.
Advanced customizations
Microsoft CRM offers a rich environment for advanced customizations, including open
application programming interfaces (APIs), a comprehensive Software Development
Kit (SDK), and Microsoft BizTalk Server 2002 Partners Edition.
- Build customized integrations with third-party business solutions, using BizTalk
Server technologies.
- Extend the solution to Web services—for example, automatically perform credit checks
whenever new opportunities are created in Microsoft CRM.
- Enhance Microsoft CRM functionality to fit specific verticals and industries, or
build new applications on top of the Microsoft CRM platform.
Microsoft CRM is designed to meet budget and support needs for mid-market businesses.
Delivery and implementation through certified Microsoft Business Solutions partners
include hands-on assistance with setup and maintenance processes, along with comprehensive
training and support resources.
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