Microsoft Dynamics for customer relationship management
Empower every employee to boost sales, satisfaction, and service with automated CRM that's easy to use, customize, and maintain

Your customers and you share the same goal: You want your business to deliver value by satisfying critical needs efficiently. Customer relationship management (CRM) tools from Microsoft Dynamics enable your company to be that kind of business. Use familiar software solutions to help empower your employees to function at optimal productivity levels, to deliver high-quality services and responsive communications, and to obtain better results from your sales and service business. Microsoft Dynamics business software offers a wide spectrum of feature-rich, affordable CRM solutions to help you meet your specific needs.

On This Page

• Transform your business for consistent results


• Act on opportunities, and keep customers satisfied


• Microsoft Dynamics for field service management


• Microsoft Dynamics products and services for CRM


• Next steps

Transform your business for consistent results
Microsoft Dynamics solutions can help extend the skills, processes, and tools you already own and use, and enable you to derive more value from existing investments. You can automate many routine and frequently occurring tasks, help reduce rekeying data and other busywork, and concentrate on making a difference for the business. Work the way you prefer to run your business-but with measurably increased results and tangible improvements across your processes and key relationships.

• The CRM solutions and capabilities within Microsoft Dynamics connect closely to other Microsoft technologies that you may already use. This brings together data, helping your sales people to answer customer questions without making the customer wait. Marketing planners can review the true results of marketing campaigns, from customer inquiries to sales and services delivered. Managers can use business data to assess the value of customer relationships for your organization and make them more productive.



• When your employees use the CRM functionalities of Microsoft Dynamics, they can work within familiar software environment, using tools they’re comfortable with. This helps reduce distractions of having to learn and work with disparate software tools. In the design process, Microsoft conducts extensive research with many thousands of customers. So the technology can do what people want it to do, in the way they want to see it. For example, you can access customer and business information and manage customer communications through your e-mail program. Or you can analyze data and create reports in your spreadsheet application.
  

  

  Illustration: Access customer information and manage customer communications through your e-mail program.



• Your customers, as well as your employees, will appreciate that Microsoft solutions for CRM help make it possible to keep processes consistent and fast moving, and accountability high. Standardize customer relationship management along with communications, and satisfy expectations consistently. Make it easy, not just to find information, but to do something with it no matter what your role is-service associate or business executive.

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Act on opportunities, and keep customers satisfied
Your sales, marketing, and service employees understand that they are tasked with realizing your ambitions. Every time they plan a marketing activity, engage with a customer, close a sale, or contact a prospect, they can either accomplish or miss the business goals. Microsoft solutions for CRM, such as Microsoft Dynamics CRM 3.0, help you enable your employees to be productive and successful-consistently and predictably.

• Sales people are always under pressure to make numbers and produce results. With Microsoft CRM and field-service solutions, you can provide your sales team with the intelligence they need to deliver. They can identify more potential opportunities, understand better what course of action to take, and convert more leads into satisfied customers. Streamlined communications and well-documented, consistent sales processes help keep everybody moving.

  

  Illustration: Data from Microsoft Dynamics solutions being accessed from other applications to identify opportunities



• Help marketing group proceed strategically to uncover and capitalize on new opportunities. Microsoft Dynamics solutions can help give your marketing team the streamlined, automated tools to: Target the most promising market segments, bring your products and services to your audiences, convert possible leads into customers, and measure the results of all activities to drive even better results.



• Every time any of your customer-facing employees interacts with a customer or delivers a service, your business has an opportunity to strengthen customer loyalty, initiate up-sells and cross-sells, and build brand value. Microsoft Dynamics can help your services become profitable with effective communications, fast issue resolution, and efficient scheduling and dispatching of service delivery resources.

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Microsoft Dynamics for field service management
Empower your field service and sales force to increase the company’s business performance while helping improve customer satisfaction.

Improve field-service performance
Microsoft tools for field service management allow you to track the activity and results of individual field representatives or teams, identify any issues, and increase performance. When managed with the help of Microsoft solutions, the delivery of field service, maintenance, or sales might yield even better results, and drive more income, than it does today.

Deliver higher service levels to customers
Make customer account and historical information available to field service staff so they can address customer needs faster by reducing the need for them to gather redundant customer information. Provide customer service associates with service agreements and contracts, enabling them to honor your company's commitments. Equip your customer-facing staff with current, comprehensive product, special offer, and shipping data, and let them resolve customer concerns efficiently in a single call or visit.

Grow into new, profitable markets
Microsoft Dynamics field service applications can help you understand which customers, services, and products create most revenue, so you can capitalize early on any new opportunities. If you want your business to support additional market segments, industries, lines of business, or geographical areas, Microsoft Dynamics can help you pursue your ambitions on the firm basis of a flexible, reliable infrastructure for delivering field services.

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Microsoft Dynamics products and services for CRM
Microsoft Dynamics solutions are typically implemented for you by a Microsoft partner with the right industry and technical expertise. Implementations are painless and fast, enabling your business to continue without interruption. Your in-house technologists or Microsoft partner can customize the solutions and help to ensure they suit your requirements. Because the solutions require little continuous maintenance and have a low-adoption threshold with users, you can enable your IT staff to focus more on business-critical issues rather than on running technology.

Whether you run a small, growing business or a large organization with a high number of customers and large sales and marketing teams-you can use Microsoft Dynamics to help you manage relationships even better. Consider and choose from a variety of products.

• Microsoft Dynamics CRM
• Microsoft Dynamics AX for sales and marketing
• Microsoft Dynamics GP for field service
• Microsoft Dynamics NAV for sales and marketing
• Microsoft Dynamics NAV for service management
• Microsoft Dynamics SL for field service
• Microsoft Office Outlook 2003 with Business Contact Manager

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Next steps

• Contact your local Microsoft partner, or contact us to find the best CRM product for your company.
• See how other companies have boosted customer relationship management and field service with Microsoft Dynamics products by reviewing customer stories.
• View a video and get tools, resources, templates and more to help you select a CRM solution.