Microsoft Dynamics CRM: by Akshata Raut - 77 Urvashi Roy - 78

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Microsoft

Dynamics
CRM
By
Akshata Raut – 77
Urvashi Roy - 78
Microsoft Dynamics CRM
Developer(s) Microsoft Corporation
Stable release 4.0 / December 1, 2008; 2 years ago
Development status Active

Operating system Windows Server 2003/2008 (Server), Microsoft


Windows(Clients)
Platform x86, amd64

Arabic, Basque, Bulgarian, Catalan, Chinese(
Simplified),Chinese(Traditional), Croatian, Czec
Available in h, Danish,Dutch,English, Estonian, Finnish, F
rench, German, Hindi, Hungarian, Italian, Ja
panese, Kazakh, Korean, Latvian, 

Type Customer Relationship Management


License MS-EULA
Website http://www.microsoft.com/dynamics/crm/defa
ult.mspx
Introduction
 Microsoft Dynamics CRM is a multi-lingual Customer
Relationship Management software package developed
by Microsoft.

 Dynamics CRM is a server-client application, which, like


Microsoft SharePoint, is primarily an IIS-based web
application which also supports extensive web
services interfaces.

 The current version of Microsoft Dynamics CRM is 4.0


Versions
 Microsoft Dynamics CRM comes in 4 versions for
installation by a partner/customer; these versions can be
highly customized using advanced extensions.
 Workgroup Edition

 Professional Edition
 Enterprise Edition
 Service Provider Edition
Features Of dynamics CRM 4.0
 More powerful data import tools, de-duplication
capability
 Enhanced entity relationships – many to many, self-
referential
 Improved programmability - enhanced Web Services,
unified event model, plug-ins to replace callouts
 Multi Tenancy - One server can host more than one
business organization
 Multi Currency
 Multi Lingual
 Cloud Computing with Microsoft Online Services
Solutions offered by Dynamics
CRM
Sales Force Automation
 Improve sales planning and management
 Automate your lead system
 Manage opportunities effectively
 Streamline account management
 Boost sales productivity
 Enhance pipeline management
 Simplify workflow processes
 Leverage Mobile Express for Microsoft Dynamics CRM
 Gain visibility and improve decision making
Customer Service
 Manage accounts with insight and collaboration
 Enhance customer service with insightful, actionable
intelligence
 Respond to cases quickly and precisely
 Simplify contract management
 Get the right information at the right time
 Integrate Mobile Express for Microsoft Dynamics CRM
 Streamline scheduling with all resources required to
perform a service
 Establish processes that facilitate a connected
organization that is collaborative and integrated
Marketing
 Manage your data effectively
 Pinpoint your marketing efforts
 Streamline campaign planning
 Simplify campaign execution
 Improve response management
 Streamline lead tracking
 Extend value with Microsoft Office
 Automate workflows
 Mobile Express for Microsoft Dynamics CRM
 Gain key insights for decision making
Extended CRM
 Rapid customizations, dynamic services, and prebuilt
functionality
 Third-party plug-ins and applications
 Configurable rules, processes and workflows
 Superior scalability and performance
 Extension of CRM with the global Microsoft Partner
Network
 Discover solutions with the new Microsoft Dynamics
Marketplace
Case Study

Barclays Bank PLC


Bank Adopts Technology to Improve Customer
Satisfaction and Promote Retention

Barclays Bank PLC provides banking, investment banking,


and investment management services throughout the world,
including the Arabian Peninsula.

After introducing consumer banking services in the United


Arab Emirates, a system was needed to track and resolve both
complaints and sales leads in a timely manner.
Cont…
To ensure the retention and satisfaction of customers while
booking new business, managers implemented Microsoft
Dynamics® CRM.

Since deploying it, customer service has improved


markedly while the sales process has been structured and
standardized for success.
THANK
YOU…

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