Microsoft Dynamics CRM

Key Features

Microsoft Dynamics CRM helps you drive consistent and measurable improvement in everyday business processes.


Marketing: A clearer view of customers and more informed marketing investments

Segment customer lists into distinct benefit groups and then market to one or more of the identified segments using a workflow-driven model. With Microsoft Dynamics CRM, your marketing professionals can leverage tools for:

  • customer segmentation
  • campaign planning and execution
  • data extraction and cleansing
  • analytics and reporting
  • marketing/sales collaboration tools
  • information sharing portals

Sales: Get more leads and close more business

Access a complete view of customer data online or offline, and leverage tools that enable your sales professionals to get real-time access to leads, identify cross-sell and up-sell opportunities, and close more deals, faster. Microsoft Dynamics CRM provides:

  • lead and opportunity management
  • account and contact management
  • territory management
  • forecasting and sales analytics
  • offline and mobile device access
  • quick access to products, pricing, and quotes

Customer service: Provide more value to customers

Respond faster to customer service issues and empower your service organization to anticipate, address and deliver consistent, efficient customer care that contributes to long-term business profitability. Microsoft Dynamics CRM provides functionality for:

  • account and contact management
  • case and interaction management
  • product and contract management
  • knowledge-base management
  • service scheduling
  • workflow across teams and groups
  • service reporting and analytics

Fits your people

With a familiar user interface, wizard-based tools, and close integration with Microsoft Office system productivity applications, Microsoft Dynamics CRM helps you achieve the best fit for your people.

  • Get started quickly in a familiar Microsoft Office Outlook environment designed to support fast user adoption and high utilization of your CRM solution without a typical Alt-Tab between Office Outlook and CRM.
  • Empower users to work with familiar tools, such as Microsoft Office Word and Microsoft Office Excel spreadsheet software, to create their own dashboards and personal workflows with wizard-based tools without reliance on outside support.

Fits your business

Microsoft Dynamics CRM provides choice and flexibility in how you implement and customize your CRM application so you can achieve the best fit for your business.

  • Automate business processes to unify line-of-business systems with flexible, easy-to-use tools built on the Microsoft Windows Workflow Foundation platform.(WWF).
  • Design your solution utilizing easy to use point and click customization to quickly modify and extend CRM to work the way your business works to uniquely fit the needs of each business group.
  • Align IT and business goals through a CRM system that meets both IT requirements and the business requirements enabling fast deployments, low-effort iterative changes and empowered business users.

Fits your environment

Built on reliable, industry-standard technology, Microsoft Dynamics CRM is an adaptable and affordable CRM system that fits within your existing technology environment.

  • Realize fast return with industry-standard technology built on a performance-enhanced architecture that gives you fewer elements to deploy and maintain.
  • Protect IT investments using flexible technology that does not lock you into a specific deployment method, and is easy to upgrade, move, and extend into new business groups, geographies, and lines of business.
  • Connect to other technologies with built-in integration between internal and external systems, helping to reduce operational costs and provide fast access to functionality.
Case Study: Total pipeline management with Microsoft CRM

Find out how we helped Fresh Tracks track customers, revise quotes, manage costs and undertake sales planning with Dynamics CRM

" Excitation were always able to answer our questions and provide solutions tailored to our needs..."

Read the Fresh Tracks case study

Read the Fresh Tracks case study

Contact our Oxford office

0845 246 2400

Find out more about Microsoft Dynamics CRM

Events & Seminars

Effective sales & marketing using Microsoft CRM 4.0

A free seminar from Microsoft & Excitation

Venue: Microsoft, Thames Valley Campus, Reading
Date: 20th November 2008
Time: 09.00am - 12.30pm

Find out more and register to attend

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