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More than 50 Microsoft Dynamics CRM Improvements

Written By: Cliff Ford on August 9, 2012 No Comment

Over 50 Microsoft CRM Enhancements

As we will focus more of our blogging attention to CRM 2011, you can still enjoy this list of previous enhancements! With CRM tools to enhance your firm’s marketing, sales, and customer service processes, a solid analytics platform, and native integration with the Microsoft® Office Outlook® messaging and collaboration client, Microsoft Dynamics CRM assist you as you drive consistent and measurable improvement in everyday business processes.

PowerPoint SlideShow of Feature Enhancements for MS CRM

 

SUPPORT FOR INTERNATIONAL BUSINESS

  1. Multi-Tenancy—Host multiple instances of Microsoft Dynamics CRM 4.0 on the same physical hardware.
  2. Multi-Language—Support multiple languages in one location or across geographical boundaries.
  3. Multi-Currency—Support any number of currencies.
  4. Multiple E-Mail Platform Support—Support your e-mail platform of choice, including POP3 and Exchange Server.

MANAGE AND ADMINISTRATE CRM

  1. System Job Monitor—Monitor the processing of asynchronous system jobs.
  2. Monitoring and Diagnostics—Better monitor the health of your Microsoft Dynamics CRM 4.0 environment.
  3. Microsoft Office Client Diagnostic Tools and Reports—Help end users troubleshoot their own issues.
  4. Client Tracing and Troubleshooting File—Create a troubleshooting file and trace client problems for quick resolution.

DATABASE MANAGEMENT EFFICIENCY

  1. Migration of Customizations—Preserve your customizations when you migrate from Microsoft Dynamics CRM 3.0.
  2. Organization Import Wizard—Automate user and environment migrations.
  3. Extended Portable Application Model—Export your customizations and apply them accurately to servers.
  4. Bulk User Add—Add users in bulk, including Active Directory lookup and application of roles.

STREAMLINED BUSINESS PROCESSES

  1. Windows workflow Foundation—Extend workflows across line-of-business systems.
  2. Workflow Wizard—Create workfl ows using wizard-based tools.
  3. Workflow Accessibility—Access workflows from your CRM application and through the Web.
  4. Expanded workflow Actions—Create workflows using a broad library of actions or create custom actions.
  5. Dynamic Data Access for workflow Design—Access and use dynamic data in the workflow design interface.
  6. Multi-Stage Workflows—Model multi-stage business processes more faithfully.
  7. Choice of Design Environments—Design workflows using the Workflow Wizard, markup, or code.
  8. Advanced workflow Expressions and Triggers—Apply sophisticated logic and trigger conditions in your workflows.

IMPROVED CRM PRODUCTIVITY

 

  1. Internet-Facing Deployment—Access CRM application remotely without a VPN.
  2. Smart Search—See search results appear as you type a search term.
  3. Load Status Bar—See status or cancel loading of CRM application in Office Outlook.
  4. Most Recently Used Entities List—Quickly choose recently used entities when selecting criteria for e-mail
  5. Tracking Breadcrumb—See at a glance why an e-mail message is being tracked.
  6. Web Mail Merge—More easily create and manage mail merges and share reusable mail merge templates.
  7. Activity Synchronization—Synchronize all CRM activities with Exchange Server.
  8. E-Mail Smart Matching—Track CRM e-mail messages without a tracking token.
  9. E-Mail Promotion to Lead or Case—Transform an e-mail message into a lead or case with a click.
  10. Presence Visibility—See who is online and start instant messaging from within your CRM application.
  11. Campaign Automation—Create sales campaigns more quickly and easily.
  12. Resource Center—Share information and best practices with your coworkers in a community format.

SIMPLE CRM REPORTING

  1. Scheduled Reporting—Schedule reports or run them when you need them.
  2. Reporting Wizard—Create reports using wizard-based tools.
  3. Offl ine Reporting—View reports offline based on synchronized data.
  4. Integrated Reporting Access Model—Secure reports using the same role-based access model as your CRM application.
  5. Advanced Find—Create sophisticated views of customer data.
  6. Dynamic Data Connections in Office Excel—Work with CRM data in Office Excel and refresh from the CRM database.
  7. Activity Reporting—View activities for specific users, cases, and opportunities.

IMPORTING CRM DATA

  1. Data Import Wizard—Import data more easily with wizard-based tools.
  2. Duplicate Detection—Detect duplicates and merge or delete redundant records.
  3. Reusable Data Import Maps—Create and reuse data-import maps for common data
  4. Data Import Validation—Test your data import before you commit your data.

CRM BUSINESS SOLUTIONS

  1. Advanced Entity Relationship Modeling—Model many-to-many business relationships out of the box.
  2. Smart Navigation—Provide a customized navigation to users in your organization.
  3. Device Client Access License—License Microsoft Dynamics CRM 4.0 on a per-device basis.
  4. Read-Only Client Access License—License those users who require only limited access to Microsoft Dynamics CRM 4.0.

PERFORMANCE AND SCALABILITY

  1. Microsoft SQL Server Mirroring—Employ SQL Server mirroring to enhance the availability of your CRM data.
  2. Enhanced Performance—Improve performance with parallel inbox processing and other enhancements.
  3. Clustering and Load Balancing—Cluster application components for scalability.
  4. Component Scalability—Cluster the components you use most.

CRM DEPLOYMENT

  1. Metadata Application Programming Interface—Take advantage of the power of metadata with the metadata API.
  2. Offl ine Customizations—Take your customizations with you when you work offl ine.
  3. Event Framework Plug-ins—Integrate your applications with the Microsoft Dynamics CRM 4.0 event pipeline.

Free Download CRM Implementation Partner Selection WhitepaperFree Download: CRM Implementation Partner Selection Whitepaper

With this whitepaper, you will be able to understand the key factors in choosing the right implementation partner for your CRM project.

This tool addresses various CRM partner selection criteria. Topics include Pricing, Productivity, Support, Demonstrations/Presentations, Rating and Ranking the vendors, managing the RFP Process, Proof of Concept and evaluation, Negotiation with CRM partners, Vendor Scorecard and more.

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 compiled by CRM experts – and is now available to our readers.

Click here to access and download the whitepaper for selecting the CRM right implementation partner.

Free Download - CRM Needs Assessment Document - Checklist of CRM RequirementsFree Download: CRM Checklist of Requirements and Needs

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 and download 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

Locations for CRM Consulting and Training

We encourage you to sign up for our CRM Newsletter. We also suggest going directly to websites such as Microsoft CRM, SugarCRM, Saleslogix as well as Microsoft Dynamics CRM partners in your area. If you need assistance in finding the best CRM implementation partner in your region, please don’t hesitate to contact us. Simply fill out the form and detail your message in the “Message” field. We have CRM partners in all regions in the United States, including the following cities:

Salt Lake City, Utah, Worcester, Massachusetts, Huntsville, Alabama, Tempe, Arizona, Brownsville, Texas, Bridgeport, Connecticut, Orange, California, Cary, North Carolina, Elk Grove, California, Savannah, Georgia, Sunnyvale, California, Warren, Michigan, Mesquite, Texas, Fullerton, California, McAllen, Texas, Columbia, South Carolina, Carrollton, Texas, Cedar Rapids, Iowa, McKinney, Texas, Sterling Heights, Michigan, Bellevue, Washington, Coral Springs, Florida, Waco, Texas, Elizabeth, New Jersey, Downey, California, Clearwater, Florida, Billings, Montana, West Covina, California, Round Rock, Texas, Murfreesboro, Tennessee, Lewisville, Texas, West Jordan, Utah, Pueblo, Colorado, San Buenaventura (Ventura), California, Lowell, Massachusetts, South Bend, Indiana, Fairfield, California, Erie, Pennsylvania, Rochester, Minnesota, High Point, North Carolina

 

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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