Dynamics CRM is a full customer relationship management
(CRM) suite with marketing, sales, and service
capabilities that are fast, familiar, and flexible,
helping businesses of all sizes to find, win, and grow
profitable customer relationships. Delivered through a
network of channel partners providing specialized
services, Microsoft Dynamics CRM works with familiar
Microsoft® products to streamline processes across an
Provide marketing professionals with data cleansing
and segmentation tools, campaign management features,
and insightful marketing analytics to increase the
effectiveness of marketing programs, generate demand,
better track key performance indicators. Microsoft
Dynamics CRM provides a holistic, comprehensive set of
marketing capabilities so you can better understand
customers and target your resources to the areas of
CRM is truly a new
platform for Polaris,
allowing support and
sales teams to evolve
and work together
in ways that were
not possible with the
Close Deals Fast
Enable salespeople to create a single view of the
customer with tools that streamline and automate
everyday sales processes promoting shorter sales cycles,
higher close rates, and improved customer retention.
Microsoft Dynamics CRM gives sales professionals fast
access to customer data and history online or offline so
they can work smarter and spend more time selling.
Wizard-driven communications tools help keep sales
prospects and customers informed of new product and
Services: Deliver Responsive Service
Deliver customer information, case management,
service history, and support knowledge to the desktops
of customer service personnel, giving them the tools to
deliver consistent, efficient service that enhances
customer loyalty and profitability. Microsoft Dynamics
CRM provides a comprehensive customer service solution
that is familiar to users and completely customizable to
match your support process.
A cornerstone of Microsoft Dynamics CRM is customer
choice. Designed with a single unified code base for
both on-premise and on-demand deployments, Microsoft
Dynamics CRM enables customers to choose the right
deployment model for their specific business and
information technology (IT) needs, with the flexibility
to change deployment models over time if business or IT
With a familiar user interface, wizard-based tools, and
close integration with Microsoft Office system
productivity applications, Microsoft Dynamics CRM helps
you achieve the best fit for your people.
quickly in a familiar Microsoft Office Outlook®
environment designed to support fast user adoption and
high utilization of your CRM solution without a
typical Alt-Tab between Office Outlook and CRM.
users to work with familiar tools, such as Microsoft
Office Word and Microsoft Office Excel® spreadsheet
software, to create their own dashboards and personal
workflows with wizard-based tools without reliance on
role-tailored access to information and data both
online and offline, giving people access to only the
information they want and need—delivered in the way
they want it.
Microsoft Dynamics CRM provides choice and flexibility
in how you implement and customize your CRM application
so you can achieve the best fit for your business.
business processes to unify line-of-business systems
with flexible, easy-to-use tools built on the
Microsoft Windows® Workflow Foundation platform.
solution utilizing easy to use point and click
customization to quickly modify and extend CRM to work
the way your business works to uniquely fit the needs
of each business group.
Align IT and
business goals through a CRM system that meets both IT
requirements and the business requirements enabling
fast deployments, low-effort iterative changes and
empowered business users.
improved knowledge Microsoft Dynamics CRM
gives us about the customer and a better, more efficient
information flow from our sales force to the back office
functions, we are improving our competitiveness,
customer service, and saving costs due to higher
Built on reliable, industry-standard technology,
Microsoft Dynamics CRM is an adaptable and affordable
CRM system that fits within your existing technology
return with industry-standard technology built on a
performance-enhanced architecture that gives you fewer
elements to deploy and maintain.
investments using flexible technology that does not
lock you into a specific deployment method, and is
easy to upgrade, move, and extend into new business
groups, geographies, and lines of business.
other technologies with built-in integration between
internal and external systems, helping to reduce
operational costs and provide fast access to
About Microsoft Dynamics CRM
To learn more about the full suite of Microsoft Dynamics
CRM marketing, sales, and customer service capabilities
Microsoft Dynamics CRM
Microsoft Dynamics CRM for the Enterprise
Microsoft Dynamics CRM is fully integrated customer
relationship management software that helps you create
and maintain a clear view of customers from first
contact through post-sales.
people with the tools and information they need to
create a 360 degree view of customers, using a highly
flexible customer relationship management solution that
can adapt, grow, and scale with your business.
Built on a highly flexible platform, Microsoft Dynamics
CRM business software provides a solution that is easy
to adapt as your business changes. Achieve rapid return
on investment and help keep costs down with efficient
manageability and the ability to choose on-demand,
on-premise, or to move between these deployment options.
Provide enterprise level performance and scale to
support the needs of local business groups up to the
largest global enterprises. Microsoft Dynamics CRM helps
enterprise organizations to:
Rich CRM capabilities
within a familiar Microsoft Office experience
Flexible design and
process automation with real-time business insight
Fast to deploy,
simple to customize and easy to manage
360-degree view of customers
reliable user adoption
to business change
project delivery and returns
Achieve Reliable User Adoption
users access to role-based information and customer
management capabilities in the familiar applications
that they use every day.
high user adoption through integration with
familiar Microsoft Office productivity applications.
Improve user productivity by consolidating
customer information into a single location with
easy-to-use reporting, visualization, and customer
training costs and enable users to get started
right away by providing CRM functionality integrated
with Microsoft Office productivity tools they already
Enable users to work virtually anywhere with
support for mobile users and offline access to CRM
functionality and reporting from synchronized data.
experienced four times the user adoption with
CRM than with our previous sales automation system.
By keeping our approach simple, our team has been more
willing to embrace CRM as a tool they use every day
Quickly to Business Changes
Adapt quickly to changing markets with a CRM solution
that is designed with the flexibility to grow and change
with your business. Quickly deploy and customize your
CRM application to fit your business needs with
quickly using visual tools that allow business
units to rapidly customize Microsoft Dynamics CRM at
the business analyst level. Create and change
entities, forms, workflows and more to keep pace with
changing business needs.
deeply in on-premise deployments with standard
.NET development tools and skill sets in IT to make up
gradable customizations quickly and efficiently.
Leverage the native SOA architecture and standard web
services to unify customer processes across enterprise
completely by using Microsoft Dynamics CRM as a
platform for relationship management solutions that
reach beyond the traditional boundaries of CRM.
ATTAIN A 360-Degree View of Customers
disparate data into actionable information by making it
available to the people who need it most–the end-users.
Consolidate data stored throughout the enterprise,
whether in line-of-business systems, custom
applications, or on users’ desktops, and empower
everyday CRM users with easy reporting and actionable
business insight in the hands of users with
wizard-based tools for reporting so they can gain timely
access to information and insight without the assistance
actionable intelligence by combining predictive
analytics with business automation so people have access
to the information they need to help achieve a
360-degree view of the customer.
costs by taking advantage of powerful business
intelligence technologies included in standard Microsoft
products such as Microsoft SQL Server and Microsoft
integration between Microsoft Dynamics CRM and our other
software, including Microsoft SQL ServerTM, and
Microsoft Office Outlook®, Word, Excel® and Share Point®
Server, provides Cypress
Care with enterprise wide
customer management for the first time
Accelerate Project Delivery and Returns
quick wins for business, IT, and finance with rapid
return on investment and a low total cost of ownership.
Streamlined installation and simplified administration
features help you get up and running rapidly.
advantage of your investment in Microsoft products and
technologies thanks to close integration with other
Microsoft software and services, you can leverage the
money, training and time investment your organization
has made in Microsoft tools.
Interoperate seamlessly with existing applications
through the native services oriented architecture and
standards-based web services
Choose from deployment
options that include on-demand, on-premise, and
self-hosted implementations all delivered on a common
architecture and data model. Change your mind at any
time or host it internally for ultimate control and
Availability, Performance, Scalability
efficiently to the needs of the largest global
deployments with a CRM solution that is highly available
and responsive. In on-premise deployments, take complete
control with flexible options for load balancing and
clustering for data and transaction volume, and
configuring and optimizing for speed and bandwidth
requirements. Best of all you can do all this
economically with standard Microsoft technology tools
We needed all
of our worldwide offices on one
common CRM solution to harness the firm’s overall
knowledge of our clients. Our
clients are global and we need a unified view of
their organizations to serve them effectively.
performance with technologies that use established
skills and standard optimization techniques, including
Microsoft Internet Information Services, Microsoft SQL
Server® database software, and Microsoft Exchange
meet bandwidth requirements with highly flexible options
for delivering responsive performance over the local
area network (LAN) or wide area network (WAN).
Scale up and
out with load balancing, web farm clustering, exchange
clustering, SQL Server mirroring to flexibly meet the
needs of large or small enterprise deployments.
scalability with on-demand, on-premise, and mixed model
options all based on the same data model and service
Download Microsoft Dynamics CRM for the Enterprise