Frequently Asked Questions

Microsoft Dynamics CRM

We've answered the questions about Microsoft Dynamics CRM that we get asked most often. Choose a question from the list below to find out more:

Getting Started

• What is Microsoft Dynamics CRM?
• How do I get started using Microsoft Dynamics CRM?
• How much training do I need to use Microsoft Dynamics CRM?
• How much does Microsoft Dynamics CRM cost?
• Are there any demonstrations of Microsoft Dynamics CRM?
• How can I purchase Microsoft Dynamics CRM?
• What are the keys to successful Dynamics CRM installation?
• How long does it take to implement Microsoft Dynamics CRM?
• Are there consulting services to help my business adapt to Dynamics CRM?
• How can Excitation help me implement Dynamics CRM?
• Should I upgrade to the current version of Microsoft Dynamics CRM?
• How does Microsoft Dynamics CRM compare to other leading customer relationship management solutions such as Goldmine, ACT and Salesforce?
• What support is available for Microsoft Dynamics CRM?

Integration

• How can I import my existing customer data into Microsoft Dynamics CRM?
• What is the Microsoft Dynamics CRM Data Migration Framework?
• Can Microsoft Dynamics CRM be integrated with Microsoft Dynamics GP (Great Plains)?
• Can Microsoft Dynamics CRM be integrated with Microsoft Dynamics SL (Solomon)?
• Can Microsoft Dynamics CRM be integrated with Microsoft Dynamics NAV (Navision)?
• Can Microsoft Dynamics CRM be integrated with Microsoft Dynamics AX (Axapta)?
• Can Microsoft Dynamics CRM be integrated with non-Microsoft applications?

Business Capabilities

• How can Microsoft Dynamics CRM help me manage the sales process?
• How can Microsoft Dynamics CRM help me improve customer service?
• Does Microsoft Dynamics CRM provide 'real time' data?
• Does Microsoft Dynamics CRM require a lot of data entry like other customer relationship management solutions?
• Can Microsoft Dynamics CRM send bulk emails?
• Is Microsoft Dynamics CRM accessible from the web when mobile?
• We need a solution to keep customers as well as acquire them. Can Dynamics CRM help?
• We need to accurately forecast business activity. What reporting capabilities does Dynamics CRM offer?
• What kind of workflow systems does Microsoft Dynamics CRM have?
• Can I use Microsoft Dynamics CRM to help me send out letters?
• What is the advanced find feature of Microsoft Dynamics CRM 4.0?
• I run a small business and I don't have a CRM application. What are Dynamics CRM's small business capabilities?
• Who will be able to access business data in Dynamics CRM?
• How will Dynamics CRM be able to help me if my business grows?
• Can I send a fax using Dynamics CRM 4.0?

Customisation

• Can Microsoft Dynamics CRM be customised to the specific needs of my business?
• Does Microsoft Dynamics CRM offer customised reporting?
• Do I need Crystal Reports as well as Microsoft Dynamics CRM in order to customise my reports?
• Can I extend Microsoft Dynamics CRM 4.0's abilities?

Technical Information

• Does Microsoft Dynamics CRM work with Microsoft Office Outlook?
• What does Microsoft Dynamics CRM's Desktop client look like?
• What are the system requirements for Microsoft Dynamics CRM?
• Does Microsoft Dynamics CRM work offline?
• Is Microsoft Dynamics CRM 4.0 available in different languages?
• What does the latest version of Microsoft Dynamics CRM offer that earlier versions didn't?
• Is Dynamics CRM hosted or on-premises?
• What is Microsoft Dynamics?