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Microsoft CRM: Key Management Features

Written By: Cliff Ford on August 12, 2012 No Comment

Administration and Management Features in Microsoft Dynamics CRM

All firms look to their Information Technology departments to provide strong capabilities while keeping costs within budget. Centralized CRM management, streamlined tools, and painless upgrades to Microsoft Dynamics CRM help improve the efficiency of administrators – so that IT professionals can concentrate on strategic business initiatives.

MIGRATION OF CRM CUSTOMIZATIONS
Preserve your CRM investment in customizations.

Microsoft CRM helps preserve your existing investment in CRM technology with forward-compatibility for customizations and configurations. All supported configurations, customizations, workflows, and entities created in previous versions of Microsoft Dynamics CRM will automatically upgrade to the current version. This helps you upgrade with confidence and eliminates the time and expense associated with re-creating customizations.

CRM ORGANIZATION IMPORT WIZARD
Automate CRM user and environment migrations.

Move Microsoft CRM organizations to other servers with the new Organization Import Wizard. This wizard allows a new organization to be created in your development environment and easily ported to your production environment. When you upgrade server farms, you can quickly import your existing CRM environments to the new farm, as wellas import an organization from any domain in the Microsoft Active Directory® forest. The Organization Import Wizard allows you to keep current users, or map users in the new domain to your imported organization, saving you from manually managing user migration.

EXTENDED PORTABLE CRM APPLICATION MODEL
Manage and export CRM configurations.

Microsoft CRM extends the portable application model, which supports the export and import of the entire CRM application for seamless migration to another CRM server. Now security roles, workfl ows, organization settings, multi-language UI settings, and other metadata can all be imported and exported, making it easier for technical teams to move from development to testing to production or move the CRM installation to a new server.

BULK CRM USER CREATION
Multiply your CRM users.

Microsoft CRM improves administrator productivity by streamlining the process for adding users. New users can now be created in bulk. Tasks such as importing user information from the Microsoft Active Directory directory service, setting user roles, and assigning licenses can all be automated, greatly reducing the time and effort required to create new users and freeing up administrators to do other work.

 

Free Download - CRM Excel Tool - CRM Price ComparisonFree CRM Download: Cost Comparison Spreadsheet for Online vs On-Premise

With this spreadsheet tool, you will be able to compare the various price factors in the Online and On-Premise CRM deployment models.

This tool addresses various CRM deployment models, including (a) Online vs On-Premise, (b) SaaS vs Licensing and (c) Hosted vs Installed CRM.

With this tool, you will also be able to plug in your numbers and compare the results between various CRM implementation options. This tool was created by CRM gold partners – and is now available to our readers.

Click here to access the CRM Comparison Excel spreadsheet comparison tool.

Comparison Webinar: Microsoft CRM 2011 vs Salesforce.com

This comparison between Salesforce.com and Microsoft Dynamics CRM 2011 will assist you in your CRM evaluation. To view the on-demand webinar, click the image below.

CRM Webinar - Microsoft Dynamics CRM vs Salesforce.com

About the author

Cliff Ford Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google

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