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Microsoft Dynamics CRM Buyer Info for Business Professionals

There’s no one else in the organization that can put CRM to use every day more than you. Customer relationship management should help you do your job—not get in the way of it.

That’s why Microsoft Dynamics™ CRM has created a functional, flexible, familiar solution that you can use to its fullest potential, quickly and intuitively.

Use Microsoft Dynamics CRM to work smarter and more efficiently by:

  • Getting a 360° view of a customer, any time
  • Enhancing productivity by completing tasks with fewer clicks
  • Easily creating, sharing, and using reports, without IT intervention
  • Creating and sharing best-practice workflows
  • Collaborating and communicating in real-time
  • Using e-mail tracking systems
  • Accessing information from the road
  • Knowing which products and services your customers are using
  • Easily segmenting customers and leads
  • Sending personalized e-mail messages to groups of leads or customers    

By helping you keep productive at the office or on the road, Microsoft Dynamics CRM gives you a real competitive advantage.

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.

Learn more about Microsoft Dynamics CRM Offerings     

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.