Boost Productivity, Improve Client Relations with Microsoft Dynamics CRM

Boost Productivity, Improve Client Relations with Microsoft Dynamics CRM

Microsoft Dynamics CRM is a powerful customer relationship management software platform that provides a robust set of tools and functionality to increase productivity and amplify the impact of ongoing sales, marketing and customer service efforts. As a centralized location for all customer, prospect and partner information - employees can access, track, report and share data that is relevant to their job function. Dynamics CRM offers easy deployment with basic out-of-the-box functionality to get you started initially, and provides endless customization and integration capabilities to maximize the power of your CRM solution. Built on a flexible framework, companies can create industry specific solutions and unique applications tailored to their specific business needs. Microsoft CRM has been around for nearly a decade. Since the initial product launch back in 2003, MS CRM has made tremendous improvements to keep up with evolving technologies and to provide functionalities to improve the end users’ experience and achieve operational demands of customers - including the ability to access the software online or as a service (SaaS).

Today, Microsoft CRM offers the power of choice in deployment. You can choose to implement in the cloud, or choose to host it on-premise. You can even change your deployment type if the need arises. As a product that is offered exclusively through Microsoft Partners such as IT Solutions, you can trust where your data is being stored. And since CRM will be integrated with your current network you can obtain a wide range of support and training from a trusted partner like ITS because we already know our clients’ networks inside and out. In addition to complementing existing networks and satisfying the end-user experience with the integration of MS Office Suite, CRM was built to meet the most advanced integration needs for businesses. Built on the flexible and universally deployed .NET development platform, adding custom functionality or integrating it with other line of business applications for more streamlined data access and reporting is much easier for a development team like the full-time staff at IT Solutions. Having such customization capabilities future proofs your solution and extends the longevity of your investment.

Microsoft has made a big investment in Dynamics CRM as they see it providing customers with a familiar, intelligent and connected experience. One of the most compelling reasons companies are choosing it over many other CRM products is for its common look and feel. If you are familiar with Microsoft Outlook and Microsoft Internet Explorer, you are familiar with Microsoft CRM's user interface. Thus, the amount of time needed to adapt to it is much less. With Dynamics CRM, you can create a centralized repository of customer data that interacts with Microsoft Office and Microsoft Outlook. From Outlook, employees access sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of the business. Additionally, you can assign roles to employees so that they only have access to certain data or give extended functionality to specific users. Most businesses large and small are using Microsoft Windows to run their back office network and IT infrastructure. Dynamics CRM complements your current network and offers intuitive management functionality, providing a central location to monitor and maintain application upgrades. Benefits of Dynamics CRM:

  • Power of choice: Microsoft Dynamics® CRM is available in both on-premise and in-the-cloud/software-as-a-service (SaaS) options.
  • Deploy with ease: Get up and running in no time with the various out of the box capabilities.
  • Extended CRM: Flexible framework that helps organizations create custom business applications and industry solutions.
  • Familiar Feel: Great functionality with a familiar feel. Microsoft Dynamics® CRM’s interface will be easily recognizable to anyone who has used Microsoft Office or Outlook.
  • Scalable: Microsoft Dynamics® CRM is a scalable enterprise platform, whether your user base is 50 or 10,000.
  • Always available: Online, offline and mobile.
  • Protect sensitive data: Host your solution in-house or with a trusted partner such as IT Solutions that offers secure hosting services.
  • Affordable: Proven lower total cost of ownership compared to traditional CRM solutions.
  • Seamless Integration: Integrate easily with any other Microsoft applications, including MS SharePoint and third-party plug-ins.
  • Management Simplicity: Ongoing application monitoring and maintenance.
  • Business Intelligence: Real-time dashboards offer advanced business intelligence functionality.
  • Empowering sales force: Enables your sales team to work while on the road - share and access data real-time
  • Worldly: Available in more than 40 languages.
  • Future Proof: Built on the Microsoft .NET framework, allowing easy customization and future-proofing your current investment.

Key Functions:

  • Marketing: manage data effectively with flexible segmentation and lead import tools, streamline campaign planning, simplify campaign execution, intuitive response tracking, automate workflows, budget management and insightful analytics.
  • Sales: improve sales planning and marketing collaboration, manage pipeline, full lead to cash visibility, lead and opportunity tracking, streamlined approvals, real-time sales forecasts, mobile access.
  • Customer Service: manage accounts with insight, tools that simplify case management and escalation, scheduling tools to save time, improve knowledge sharing, and enable more effective account management.
  • Extended CRM: rapid customization, third party plug-ins, configure rules, processes and workflows, utilize the Dynamics Market Place.

IT Solutions is certified Microsoft Dynamics partner. We’ve been specializing in building custom solutions since 1994. If you are interested in learning more about MS Dynamics CRM and how it might fit into your current business and IT model contact your VCIO or Jim Higgins or visit

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