Should I upgrade to the current version of Microsoft Dynamics CRM?

Upgrading to Microsoft Dynamics CRM 4.0 is highly advisable. With Dynamics CRM 4, Microsoft made further advances with their CRM application (a number of these are listed below).

Excitation will help you upgrade your Dynamics CRM application to make the process as easy as possible. We understand that Microsoft CRM will now be a critical application in the smooth running of your business and will ensure a problem free and smooth system upgrade.

Our team of Microsoft CRM experts can advise on new functionality, provide certified Microsoft trainers for end user or technical training ensuring your business continues to reap the benefits of a successful Microsoft CRM implementation.

What's new in Dynamics CRM 4:

  • Multi tenancy
  • Multi currency
  • Multi language
  • New Resource Centre
  • Internet-facing Deployments
  • Access to Dynamics CRM without a VPN
  • Outlook CRM Load Status Bar
  • Improved navigation (SmartNav)
    • left hand navigation easier to customize and adjust to fit the needs of end-users
    • structured and simplified navigation through logical groupings
  • Most recently selected & searched list
  • Sync all activity types to Outlook (phone, letter, tasks...)
  • Bulk email selection & tracking in CRM
  • Smart Email Matching (eliminates dependency on token)
  • Smart Search
    • Auto-completes if one match is found
    • Displays options if multiple matches are found
    • Available on all look-up Fields
  • Financial transactions in two currency types:
    • Base currency
    • Transaction Currency
    • Pricelists in multiple currencies
    • Exchange Rates
  • Web-based access to Mail Merge capability
  • Export for Import
    • Export to Excel on any view
    • Data available for re-import by including required columns (referential data hidden)
    • Data can be updated and created in Excel spreadsheet
    • Re-Import updates
  • Entity Relationship Modelling
    • Multiple Relationships
    • Many to many Relationships
    • System to System Relationships
    • Self-Referential Relationships
  • Windows Workflow Foundation embedded
    • Workflow Wizard For Easy Creation
    • Build from Workflow Template
    • Multiple Entities (including Custom)
  • Improved Reporting
    • Cross-entity Views for reporting
    • Report creation Wizard
    • Scheduled & Recurring reports
    • Provides report snap shots
    • Report scheduling wizard - On demand or on a schedule
    • Reporting available Offline
    • Reports now entities within Microsoft Dynamics CRM 4.0
      • Managed & administered with the same security roles and rules as other entities in CRM.
      • No need for additional authentication mechanisms to access reports.
      • Non-LAN users and internet users no longer have to subscribe to exterior security measures in order to be able to access reports.
  • Data Maps
    • No programming required to create maps
    • Save/Export & Import maps for reuse
    • Enforces entity's required fields
  • Data De- Duplication
    • Customizable rules
    • Covers data entry, bulk import & promotion from Outlook
  • System Job Monitoring

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