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CRM 2011 launch

by Rose Business Solutions on Mar 24, 2011

This is a slide deck we used for our Microsoft CRM 2011 Launch Event.

This is a slide deck we used for our Microsoft CRM 2011 Launch Event.

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Different roles within your organization can be presented with different forms,e.g customer service vs. sales
Can personalize the home page.Recently Visited list allows you to easily access the records of various types you just viewed.
Allows you to hide or protect from edit any filed on any form based on profiles and rules.
Processes include: Workflow Dialogs Wizard like interface, requiring user action
Business Goal – Not just sales, any metric can be tracked e.g. The number of activities a salesperson ha to complete in a quarter, the number of new customers that need to be signed up in a period
Layouts on forms and columns in grids can be modified or created using web-based editors, requiring no programming.
A contact can be linked to multiple accounts so you can track the various places a specific individual might have worked.
Use the power of SharePoint with CRM, e.g. you have a number of documents that need to be executed before an opportunity can be closed; use workflow, and store documents in SharePoint
3 years ago, Microsoft Dynamics CRM was discussed in 20% of analyst inquiries. Now due to the work that has been done, Microsoft Dynamics CRM is being discussed virtually 100% of the time (either directly from customer inquiry or analyst suggesting the customers look at Dynamics CRM).