Microsoft Dynamics CRM

Microsoft CRM is divided into three main sections. The Microsoft CRM modules share the same database whilst providing users from different job roles with separate functionality.

Microsoft Dynamics CRM Sales

Microsoft Dynamics CRM Sales provides users with the tools to successfully manage every stage of sales process. Microsoft CRM facilitates task and appointment setting through to lead tracking and analysis.

  • Manage Contacts and Accounts.
  • ImproveTime Management.
  • Promote Leads to Opportunities.
  • Manage Sales Pipelines.
Direction - Microsoft Dynamics CRM

CRM Sales Dashboard

Access a complete view of customer data online or offline, and leverage tools that enable your sales professionals to get real-time access to leads, identify cross-sell and up-sell opportunities, and close more deals, faster.

Direction - Microsoft Dynamics CRM

Microsoft Dynamics Customer Service

Respond faster to customer service issues and empower your service organisation to anticipate, address and deliver consistent, efficient customer care that contributes to long-term business profitability.

  • View History relating to a particular issue.
  • Generate and Log Cases.
  • Use information within the knowledge base to answer frequently asked questions.
  • Assign Cases to Individuals or Teams.

Microsoft Dynamics Marketing Automation

Microsoft Dynamics Marketing Automation facilitates every aspect of campaign management and mass communications. Microsoft CRM supports everything from the initial planning stages through to measurement of success.

  • Generate and Send Communications.
  • Manage Workflow.
  • Create Targeted Lists.
  • Manage and Track Costs.


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