Top Reasons To Move To Dynamics Crm
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There are lots of reasons to like the 4.0 version of Microsoft Dynamics CRM. Here are my top ten favorite ones. Enjoy!
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Top Reasons To Move To Dynamics Crm
- 1. Why Move to Dynamics CRM 4.0? My Top Ten Favorite Reasons Presented by Richard Knudson richardk@imginc.com www.DynamicsCRMTrickBag.com www.DynamicsCRMUserGroup.com www.IMGinc.com www.DynamicsCRMUserGroup.com www.DynamcisCRMTrickBag.com
- 2. 1. Outlook Integration Outlook Client optimized for people who “live in Outlook” Can promote and synchronize multiple records at once Seamlessly attach emails and activities to CRM records Support for offline scenarios More information: http://www.dynamicscrmtrickbag.com/2009/08/17/outlook-client-intro/ www.IMGinc.com www.DynamicsCRMUserGroup.com www.DynamcisCRMTrickBag.com
- 3. 2. Reports and Dashboarding Out of the box reports are improved and there are more of them Built-in tools and free add-ons make dashboards easy to implement www.IMGinc.com www.DynamicsCRMUserGroup.com www.DynamcisCRMTrickBag.com
- 4. 3. Built-in Report Writer Create “real” RS reports without leaving CRM Generate “snapshots” for all reports, on demand or scheduled RS skill-set not required to create complex reports
- 5. 4. Choice of Online or On-Premise Two platforms, one architecture Supported migration from one to the other Develop customizations once, re-use CRM Online provides sneak peak at 5.0 feature set For more information: http://www.dynamicscrmtrickbag.com/2009/10/07/dynamics-crm-online/
- 6. 5. Workflow Engine One of the most feature-rich implementations available Leverages a “business analyst” skill-set No requirement for separate tools Feature parity between Outlook and Web clients Available in ALL product versions
- 7. 6. Powerful Customization Engine Significant improvements on an already strong platform Built on .NET platform, but does not require .NET code for many powerful customizations Emerging as platform for “XRM” application development Customizations are portable, and will upgrade For more information: http://www.dynamicscrmtrickbag.com/2009/10/04/thoughts-on-xrm/
- 8. 7. SharePoint Integration Much easier than previously Use the right tool for the job: Search SharePoint for documents related to a CRM account Use SharePoint as hub for reporting dashboards… For more information: http://www.dynamicscrmtrickbag.com/2009/06/22/integrating_crm4_sharepoint2007/ www.IMGinc.com www.DynamicsCRMUserGroup.com www.DynamcisCRMTrickBag.com
- 9. 8. Strong Add-on Market www.IMGinc.com www.DynamicsCRMUserGroup.com www.DynamcisCRMTrickBag.com Third parties Dynamics CRM 4.0 Accelerators (developed by Microsoft and third-parties) www.codeplex.com/crmaccelerators Mobility solutions, data migration, vertical solutions, workflow toolkits… Case Study: InsideView for integrated data imports, prospecting: http://www.dynamicscrmtrickbag.com/2009/10/01/insideview-2/
- 10. 9. Multi-lingual and multi-currency www.IMGinc.com www.DynamicsCRMUserGroup.com www.DynamcisCRMTrickBag.com Multi-lingual “Language Packs”: free add-ons installed on server Allow users to toggle back and forth between base language and any other one Entire built-in CRM UI translates automatically; wizard available for translating customizations Multi-currency Available out of the box All transactions can be entered in base currency or any other
- 11. 10. Lots of Mobility Solutions All major providers either have or are delivering mobility solutions for Dynamics CRM: TenDigits, CWR Mobility, SoftBridge Inc. Solutions available for all major platforms: Windows BlackBerry iPhone… www.IMGinc.com www.DynamicsCRMUserGroup.com www.DynamcisCRMTrickBag.com
Editor's Notes
- So if we had Internet Lead Capture – the ability to drive traffic to a custom landing page and have form submits automatically create a CR record in CRM – we could really integrate ANY traffic driver – from traditional ones like pay per click campaigns on search keywords, to facebook, linkedin, twitter, or your mom’s web site – directly into our CRM marketing efforts.
- So if we had Internet Lead Capture – the ability to drive traffic to a custom landing page and have form submits automatically create a CR record in CRM – we could really integrate ANY traffic driver – from traditional ones like pay per click campaigns on search keywords, to facebook, linkedin, twitter, or your mom’s web site – directly into our CRM marketing efforts.