Microsoft Dynamics CRM
working with Microsoft Office, Windows & Server Technology

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 people 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.

SharePoint Server can also be used internally to store and share business documents and CRM data. With this central repository, crucial information is securely stored and easily located.

Through web-based dashboards and shared workflows, SharePoint also helps businesses to create and visualize reports.
 

Communicate in real time with Microsoft Office Communications Server

With 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

Promote consistency with workflow tools to streamline services and business processes within teams and departments or 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 enter-prise resource planning.

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 financial 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.

By leveraging Microsoft SQL Server, Microsoft CRM is able to provide businesses with 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.