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Microsoft CRM Integration
Microsoft
Business Solutions Customer Relationship Management
Ensure
consistency of data across teams and departments, streamline processes,
and empower employees with a complete, accurate view of customer information.
Built using Microsoft .NET technologies, Microsoft CRM ensures low
total cost of ownership and high return on investment through powerful,
customizable integration functionality.
View
complete customer information
Integrated
Sales and Customer Service functionality lets employees view, update
and share information across teams and departments.
Streamline
processes
Free
employees from time-consuming data entry and increase efficiency for
sales and customer service processes.
Integrate
business systems
Connect
customer information and streamline business processes across the
organization: Microsoft CRM integrates easily with Microsoft Business
Solutions Financials.
Work
from any location
Powerful
Microsoft Outlook integration lets salespeople work with sales functionality
both online and offline.
Create
customized integrations
Working
with flexible .NET technologies and powerful integration tools, developers
can integrate Microsoft CRM functionality with third-party applications
and Web services.
Microsoft
Customer Relationship Management Integration
Sales and Customer Service functionality
- Sales
and Customer Service functionality are completely integrated, empowering
employees to work collaboratively, and ensuring that customer information
updates automatically across sales and service departments.
- Salespeople
can view customer service information that might affect sales processes
for an opportunity or customer.
- Customer
service representatives can view complete account information, including
sales and orders, to help them identify top customers and evaluate
specific customer needs.
- Sales
and service employees can view, share, and update information with
individuals and across team departments.
Microsoft
Outlook
- Salespeople
can access Microsoft CRM from Microsoft Outlook, and work online
or offline with access to sales functionality.
- Microsoft
CRM e-mail, contacts, appointments, and tasks are integrated with
Outlook.
- With
offline access to sales functionality, salespeople can work on the
road with up-to-date information for accounts, contacts, opportunities,
leads, sales literature, competitors, quotes, products, and more.
- If
a salesperson makes changes to data while working offline in Outlook—for
example, updating a quote for a customer—the new information will
synchronize with the Microsoft CRM server the next time they go
online.
Other
Microsoft Office Integration
- Integration
with Microsoft Word Mail Merge lets users import Microsoft CRM data
into Word and easily create and print communications to prospects,
customers, employees, and partners.
- Microsoft
CRM data and reports can be exported to Microsoft Excel for sorting
and analysis.
Microsoft
Business Solutions Financials
- Microsoft
CRM integrates easily with Microsoft Business Solutions Financials.
- Integration
functionality includes key data mapping for accounts, contacts,
product catalog, orders, and prices.
- Customer
information integrates bi-directionally, with account and contact
information in Microsoft CRM mapping to customer fields in Microsoft
Business Solutions applications.
Third-Party
Applications and Web Services
- The
first business solution built from the ground up using Microsoft
.NET technologies, Microsoft CRM can be integrated with business
and financial systems regardless of platform or programming language.
- Microsoft
CRM ships with Microsoft BizTalk Server 2002 Partner Edition, including
tools and documentation for creating customized integrations with
third-party applications and Web services.
- Working
with open application programming interfaces (APIs) and a comprehensive
Software Developer Kit (SDK), developers can incorporate Microsoft
CRM functionality into custom solutions developed in Microsoft Visual
Studio .NET.
Microsoft
Customer Relationship Management is designed to meet budget and support
needs for mid-market businesses. Delivery and implementation through
certified Microsoft Business Solutions partners include hands-on assistance
with setup and maintenance processes, along with comprehensive training
and support resources.
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