The 5 Portals of Microsoft CRM - Computer Resources, Inc.

Discover the 5 Portals of Microsoft Dynamics CRM

As you have probably heard by now, Microsoft Dynamics^TM CRM (Customer Relationship Management) helps mid-market businesses build profitable customer relations. Built using Microsoft .NET technologies, Microsoft Dynamics CRM is easy to deploy, customize, and use. Its technology allows it to be accessible from Microsoft Outlook and the Web. Although Microsoft Dynamics CRM is browser-based, its navigation tools are built directly into the application. The format of the navigation is five integrated portals that each features its own set of benefits. Functions of each portal of Microsoft Dynamics CRM are highlighted below.

Manage activities
View company or department announcements

Access calendar items
Execute e-mail
Process assigned leads
Mobilize queues
Search the company knowledgebase

Navigation Options in Sales Module of Microsoft CRM

Manage leads
Track customer communications
Access customer information via the web
Automatically route leads to the appropriate person or team
Convert quotes to orders to invoices without data re-entry
(when used in conjunction with Great Plains)
Create, manage, and distribute a searchable literature library
Send targeted communications

Track customer requests
View complete customer history
Automate incident management, including
routing, queuing, communication tracking, and auto-response e-mails
Give priority to top customers (when used in conjunction with Sales module)
Create and maintain service contracts

Accurately forecast and measure business activity and employee performance
Identify common support issues
Track service processes
Measure service performance
Identify sales trends
Track competitor activity