Features of Microsoft Dynamics CRM for Business Professionals
Making your job easier and connecting you to customers and information helps you work more efficiently and effectively.
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Quick, seamless reporting: Creating reports has never been easier, with the new Reporting Wizard. Create personalized views, filters, and reports instantly—without waiting for IT to get back to you on their schedule.
Web-based workflow wizard: Capture your best practice workflow systems and then share them with your peers, division—the whole company. Everyone—including customers—benefits from consistent, productive experiences.
Multiple views of data: Slice information in personalized, valuable ways, such as by customer, attributes, contacts, or accounts. Advanced Find can utilize search criteria from any type of entity in your system.
Consistent experience working offline: You don’t have to be connected to the server to get the best user experience. Even when a connection isn’t available, access to customer data, reporting, customizations, and more are consistent and synchronized with Microsoft Dynamics CRM.
E-mail tracking made easier: With easier and more flexible options, e-mails can be tracked by customer, account, contact, leads, and more, all within the familiar Microsoft Office Outlook environment.