1. Microsoft Dynamics Crm Key Features Windows 10
2. Microsoft Dynamics Cost
3. Microsoft Dynamics Crm Key Features Pdf
4. Microsoft Dynamics Crm Key Features Key
5. Microsoft Dynamics Crm Features List
6. Microsoft Dynamics Crm Features
7. Microsoft Crm Dynamics

• Make Dynamics 365 your own. Seamlessly connect and build on your solution with Microsoft Power Platform, Microsoft Azure, Microsoft 365, and hundreds of other familiar business tools—or add mixed.
• Simplified Navigation. The left navigation used in previous versions is gone, replaced by the touch.
• One of the most celebrated new features of Dynamics 365 is the use of app modules.

The core of Microsoft Dynamics CRM functionality is relationship management. Users can capture all customer touch points such as phone or email interactions, appointments, exchanged letters, faxes, etc. to generate a single view of the customer.

Our Dynamics CRM 9 on premise 90 days trial license has expired and we can't seem to find a license in our Customer Source account. The latest one listed there is for the 2016 version (which works just fine. Flexibility & Insights – Microsoft Dynamics CRM integration also allows you to review key insights, reports, and information that is most relevant to your role. The powerful and flexible workflow tools help you to automate business processes in the system like scheduling follow-up activities, sending emails, updating record statuses, etc.

Microsoft Dynamics CRM has three comprehensive functional modules: Sales, Marketing, and Service (or Customer Care). A key differentiator is the Framework that allows customers and partners to rapidly build Extended CRM applications, also known as xRM applications.

Click here to download our free ebook on Dynamics 365 and get answers to your questions!

Extended CRM applications can be industry- or vertical-specific solutions, such as citizen or student services management, or they can be any relationship-based applications, such as dealer or vendor management, patent management, employee self-service, and asset management. The core workloads and the extended CRM applications take advantage of a declarative rapid application development framework providing the underlying relationships, interactions, processes and insights.

Key Functional Modules in Microsoft CRM

Sales: Sell more, faster with Microsoft Dynamics Dynamics CRM

Buying decisions are often made before you can even engage. To win, sales must adapt quickly. By using solutions that are familiar, intuitive, and easy to adopt, your sales team can be more effective in the office or on the go. With Microsoft Dynamics CRM Online, they have exceptional access to social data for lead generation and relationship management to make every customer conversation more relevant, valuable, and productive.

Your sales reps can easily collaborate across teams, geographies, and work groups with instant visibility into their pipeline from anywhere, on any device. Microsoft Dynamics CRM sales automation process includes lead generation, lead-to-opportunity conversion upon qualification, order management, and invoice tracking.

Marketing: Attract, engage, and retain customers with Microsoft Dynamics CRM

In this digital era, marketers need the ability to plan, execute, and measure campaigns easily from start to finish. Microsoft Dynamics helps engage your customers to bring your marketing vision to life by allowing you to accelerate your marketing around one plan that’s as agile as you are.

Reduce your time to market, improve brand consistency and message while gaining deep customer insights that help you plan effectively and execute flawlessly. Enterprise-ready collaboration means you work better together—across your team and with other agencies—on brand, content, and events, to stay aligned and agile.

Customer Service: Offer world-class customer service that leads to loyalty

Microsoft Dynamics CRM provides a comprehensive capability for customer service and support to help in order to reduce service response times, improve case resolutions, and increase customer self-service so you can manage and exceed SLAs.

You can deliver responsive, relevant, effective service—anywhere, any time, on any device. Connect with your customers on any channel, provide service on their terms, and empower your teams to move quickly to meet today’s customer expectations.

Social: Get powerful social insights by connecting Microsoft Dynamics CRM to Social Engagement

Turn sentiment into opportunity with Microsoft Social Listening. Monitor brand presence and track strategic initiatives across marketing, sales, and customer service.

Microsoft Dynamics CRM Online provides social capabilities to help organizations to analyse and act on market intelligence from social conversations, connect with their customers more effectively, drive business agility, foster customer loyalty, and accelerate your organization’s success with social capabilities.

Technical Capabilities in Microsoft CRM

Dynamics CRM for Phones and Tablets

Microsoft Dynamics CRM comes with a native mobile app. CRM entities can be accessed via mobile devices and can be configured to display only key information that is pertinent in the field. Users can view, update, and create CRM data on the move, allowing for increased productivity while working remotely. The Microsoft Dynamics CRM app can be further customised or extended to meet complex requirements.

The Microsoft Dynamics CRM mobile app offers offline capability so that the users are able to access and capture important information in the field where the Internet is not available.

Security Model & Roles

Microsoft Dynamics CRM provides a security model that protects data integrity and privacy and supports efficient data access and collaboration. Key features are listed below.

• e-based security: The role-based security can be leveraged to group sets of privileges together into roles describing the tasks that can be performed by a user or a team. For example, a Team Leader role can be configured to export data out of CRM, an Executive role can be configured to access system-wide data, and an Officer role can be configured to access data that is relevant to his/her department (business unit).
  Record-based security: The record-based security can be configured to control user and team rights to perform actions on individual records. This applies to instances of entities (records): The owner of a record can share or grant access to a record to another user or team.
• Field-level security: The field-level security can be configured to restrict access to specific high business impact fields in an entity only to specified users or teams.
• Form-based security: The form-based security can be configured to allow or restrict access to specific form(s) exposing relevant information to users or teams. This security configuration can be utilised to streamline data exposure for better user experience and to control whether any web control is to be exposed.

Reporting

Microsoft Dynamics CRM reporting capability leverages the flexible and robust SQL Server portfolio of products to create, analyse, process, and render reports. There are several ways to view the relevant data using the features supplied with the product, which include some of those described in this section. Descriptions of the supporting components that are available with Microsoft SQL Server and Dynamics CRM demonstrate the possibility for reports and more detailed analysis in the future.

Microsoft SQL Server Reporting Services:

SSRS provides a rich reporting platform to allow for the incorporation of Business Intelligence dashboards and customer analytics through a standard, easy-to-use interface. Reports access the data from CRM by adhering to the security role assigned to the user running the report and provide standard export options for further processing or distribution, such as PDF, TIFF, and Excel.
• Report Wizard: The Report Wizard can be used by the CRM user to create a new, rich SSRS report. The wizard helps to group and summarise data, creates charts and tables, and generates an easily printable report. The Report Wizard is ideal for users generating their own reports where a specific representation is required that may not be available through the available reports.
• Advanced Find: An extremely powerful client productivity feature, Advanced Find can be used by any CRM User to use the visual Point-and-Click Query Tool to report on customer data. These results can then be saved as Personal Saved Views, which are accessible from the standard views filter within the CRM form. In addition, these views can be shared with teams or colleagues or exported to Microsoft Excel.
• Export to Excel: The results of an advanced find returned to the user can be exported to a static or dynamic Microsoft Office Excel worksheet or a PivotTable for further analysis.
• Filtered Views: CRM data is exposed for reporting purposes using Filtered Views, which makes setting up and running the report easy, while maintaining the security of the logged in user. These views are accessible (read-only) with any ODBC-compatible tool, such as Microsoft Query or Microsoft Excel.
• Mail Merge: Native CRM interaction with the Mail Merge features Microsoft Word, allowing the generation of merged documents from a standard template.

System Integration

Microsoft Dynamics CRM includes a comprehensive software development kit (SDK) and application programming interface (API) that can be used to extend and customize the system to meet unique business requirements and connect to other technologies (or systems) via web services; this reduces operational costs and provides fast access to business functionality or data residing in Microsoft Dynamics CRM. The SDK includes guidance and code samples for advanced integrations with Microsoft Dynamics CRM and for developing plug-ins and web services-enabled technologies for extension/integration.

Web services in Microsoft Dynamics CRM use a common integration framework to connect across business systems, applications, and processes. You can take advantage of the UI extensibility using web resources and buttons that can call external systems within Microsoft Dynamics CRM for data persistence. Microsoft Dynamics CRM offers several programming paradigms designed to give you the flexibility to decide what works best for your integration needs. Microsoft Dynamics CRM provides a strong set of APIs and support for XML web services (SOAP and WSDL) and REST. These web services are either directly consumed for data exchange or via an Enterprise Service Bus (ESB) to orchestrate a process. The key web services for system integration are listed below.

Web API

The Web API is new for Microsoft Dynamics CRM Online 2016 Update and Microsoft Dynamics CRM 2016 (on-premises) and provides parity with the Organisation service (see below). The Web API provides a development experience that can be used across a wide variety of programming languages, platforms, and devices. The Web API implements the OData (Open Data Protocol), version 4.0, an OASIS standard for building and consuming RESTful APIs over rich data sources. You can learn more about this protocol at http://www.odata.org/. Details about this standard are available at https://www.oasis-open.org/standards#odatav4.0. Because the Web API is built on open standards, Microsoft does not provide assemblies for a specific developer experience. You can compose HTTP requests for specific operations or use third-party libraries to generate classes for whatever language or platform you want. You can find a list of libraries that support OData version 4.0 at http://www.odata.org/libraries

Organisation Service

Microsoft Dynamics Crm Key Features Windows 10

The Organisation service, also sometimes known as the “SOAP endpoint,” has been available since Microsoft Dynamics CRM 2011. It’s the web service that most developers working with Microsoft Dynamics CRM are already familiar with. The Organisation service is optimized for use with .NET. The Microsoft Dynamics CRM SDK provides a set of assemblies and tools to allow you to generate strongly typed classes and proxies that streamline the development process and enjoy a better development experience using Microsoft Visual Studio. If there are no requirements to support other platforms, you don’t have to move to the Web API right away. Business logic that runs in plug-ins or workflow assemblies on the server expects to use the Organisation service. Input and output parameters use specific classes defined with the assemblies that support the Organisation service.

Single Sign On

Microsoft Dynamics CRM supports claims-based authentication using federated identity technologies and Active Directory Federation Services (ADFS) can be used to authenticate the CRM online users. This technology helps simplify access to applications and other systems by using an open and interoperable claims-based model that provides user access with single sign-on to applications on-premises, cloud-based, and even across organizations. Microsoft Dynamics CRM Online has the capability to use any standards-based authentication provider, including Active Directory Federation Services (ADFS), that supports LDAP.

What is Microsoft CRM Portals?

Microsoft Dynamics CRM and CRM Portal (ADX Studio) are tightly integrated within Office 365 Microsoft Cloud, Microsoft has enabled easy exposure of CRM data in the portal by co-locating them under Office 365 environment. CRM Portals supercharge Dynamics CRM into an interactive, web-based sales, services, support, and social engagement platform with dozens of apps and pre-configured portal websites. Users will have to register first and then they can use their valid credentials to access their personal and account details for self-service. This also applies to retail customers, commercial customers, and suppliers.

The traditional CRM implementation includes relevant business processes in which internal CRM users connect for sales, service, project and marketing purposes. With customers engaging through various methods such as email, phone, in person, social, and web and because users increasingly prefer engaging with organizations through the web and mobile, the opportunity for CRM to play a central role in all these interactions is tremendous.

Providing a web portal interface takes these user trends and brings any engagement, including partner and employee scenarios, directly into CRM to create a modern connected experience for both external users and internal business operations. CRM portal brings the customers, employees, or partners into the business processes by surfacing Dynamics CRM data to the web. Sinhala unicode free. Enabling portal users and internal CRM users to work together with self-service capabilities maximizes the productivity of every interaction. This allows for businesses to scale their operations as they reduce call center costs, manual processing, and resolution times while at the same time improving end user satisfaction, transparency, and scale of operations.

Microsoft Dynamics CRM Online is becoming Microsoft Dynamics 365

Microsoft has unified all of its business applications, breaking down the artificial silos of ERP and CRM to deliver new purpose-built applications in the cloud.

These applications work seamlessly together to manage specific business processes across sales, customer service, field service, operations, project service automation, and marketing. Microsoft Dynamics 365 is designed to harness the power of One Microsoft. Data has become the new currency and organizations create and have access to more of it.

The challenge is how to transform it into intelligence that generates action and drives outcomes. Dynamics 365 will allow organizations to adopt individual business apps such as marketing, sales, service, and operations but, as organizations adopt more of the apps, synergies will be unleashed in the form of ‘Intelligent Business Processes’. This will help proactively guide employees and customers to generate optimal outcomes. The fact is that the classic delineation between CRM and ERP has created a separation in data and processes. Dynamics 365 breaks down this separation.

Cracking the Microsoft Dynamics CRM Features and Functions Code!

Microsoft Dynamics CRM got really ‘serious’ in CRM version 4. Since 2007 Dynamics CRM has changed significantly and is now on version 2016. This blog seeks to demonstrate those changes as succinctly as possible and demonstrate the capability it now has. One of the most significant changes was the focus from On Premise licensing to Online licensing which Microsoft released in 2011.

The blog signposts resources, videos and release previews which give a great understanding of what Dynamics CRM is all about. Included at the end of the blog are updates on Microsoft Dynamics 365 Sales application and customer service application.

Microsoft Dynamics CRM 2011 to 2013 updates

In 2011 you will see there was a navigate pane on the left hand side where in CRM 2013 a new menu bar replaced that. In 2013 a new ribbon (the line across the top) came into play. We did a round up of all the changes in this blog post called CRM 2013 new features and licensing. with 2013 also came auto save, people photographs, access teams (business units, ownership teams, access teams) as well as command bars and slicker sitemaps. Dynamics CRM v. 4 and 2011 both had pop ups which some users found difficult to work with, however in 2013 came inline editing. This meant that you could now update a record by clicking on it without moving to another screen. This video gives you a little more information about InLine editing in CRM.

With the updates to the 2013 interface also came new Microsoft Dynamics CRM features and functions.

For example, the emergence of social integration using ‘Yammer’, and the biggest functionality change in my opinion was the process bar. The process bar offers visual steps to take for each feature, for example lead management. This helps users to follow actionable steps to progress a lead and has staged gating to ensure that each lead is following the process correctly.

Another great feature of Microsoft Dynamics CRM 2013 was the role-based security teams, whereby restrictions can be set to give teams rights to records with different access levels.

Microsoft Dynamics Cost

In 2013 there were two releases, Microsoft Dynamics CRM 2013 Spring and Fall.

Microsoft Dynamics Crm Key Features Pdf

In the Fall release came more focus on the user experience offering intuitive and actionable intelligence within Dynamics CRM. In the Microsoft Dynamics CRM 2013 release preview guide it demonstrates the “reimagined user experience” with simplified data entry and customer summaries. The process agility keeps users on track and is easily configurable so we can tailor it to your processes and what’s important to you. Mobile and tablet functionality was a focus of Dynamics CRM 2013 as well, keeping users in touch when out and about.

Microsoft Dynamics CRM 2014

In the Microsoft Dynamics CRM 2014 Spring Release preview guide came new acquisitions which were added to Microsoft Dynamics CRM 2013. For example, Marketing Pilot brought Dynamics Marketing, there was also ‘Parature’ and ‘Inside View’. See our blog we did at the time to capture this information about what was new in Dynamics CRM 2013.

The Dynamics Marketing function included personalized email marketing and is included in the Enterprise license. Power BI is also used with Dynamics Marketing to give a full view of the customer using demographics, online behavior overview and marketing reporting tools.

It is important to note here that many of these new acquisitions are only released to the Microsoft Dynamics CRM Online platform and not the On Premise licensing. This has happened with Insights which was provided by Inside View. Inside View is now part of Microsoft Dynamics CRM Online as a professional license, and it enables sales people with ‘data and connections’. The features include:

• Company data to show financials, family trees and industry profiles
• Insights which pulls in company news, social insights over Facebook and Twitter and the ability to target social profiles of decision makers.
• The features also include Connections using LinkedIn and Facebook and sharing for co-workers.

Dynamics CRM 2013 Online also saw the emergence of the Unified Service Desk feature, which is a powerful desktop providing metrics such as:

• Average handling time
• First call resolution
• Customer satisfaction.

The unified service desk feature allows service desk handlers to engage with customers over several channels such as voice, chat and email whilst handling customer sessions simultaneously. All this information can be found in the Microsoft Dynamics CRM 2014 Online Spring release, and this video from Microsoft is a good round up of CRM Unified Service Desk.

With Microsoft CRM Spring 2014 update came another great Microsoft Dynamics CRM Features and Function: Parature, which provides an online 24/7 customer support centre (knowledge management and self-service). Again this is included in the Microsoft Dynamics CRM Online professional license. Parature also comes with a Facebook portal which provides the opportunity for customer service management over Facebook including real-time chat.

In Spring 2014 another major release was the SharePoint and CRM integration. The enhancements were really coming thick and fast!

Another huge release in Dynamics CRM 2013 Online (Spring 2014) was Social Listening – now called Social Engagement.

Social Listening measures sentiment and tracks brands, products and influencers across Twitter, Facebook, YouTube, news and forums. This really helps to analyse social usage and how you stack up against the competition giving ability for social campaign management. Again Social Listening was part of the Microsoft Dynamics CRM 2013 professional license with a minimum 5 user count. Today, in 2016, Social Engagement has progressed.

Social Listening measures how much people are talking about you and is a key feature within Microsoft Dynamics CRM. The volume of posts is called “Buzz”. Social Listening offers control to improve customer service and brand perception. It also is able to measure sentiment using a numerical rating between -10 and +10, even measuring sentiment of your competitors. You can set up lists of terms you want to listen for, and collect insightful information so that you can be prepared before contacting someone.

In the 2016 Spring CRM release, there is more exciting functionality released. For example, you can now take a social media post and send it to a case within Dynamics CRM by just clicking a few fields. This really drives customer issues for reporting and resolution. To keep track of the posts you have developed in CRM there is a new filter which shows all linked posts. Direct publishing allows you to post to social media networks straight from Dynamics CRM, and intention analysis and automation rules are also new features that detect customer intent based on the content of the post. Posts can also be sent easily to teams or individuals via Dynamics CRM.

Microsoft Dynamics Crm Key Features Key

In 2015 social conversations could be listened to in 19 languages. For more information on Microsoft Dynamics CRM Social Engagement see the resources on this link.

In the 2016 release, there is functionality that allows users to search boards, forums and custom sources via RSS including internal non-public sources such as Yammer. Social also moved to role-tailored views to increase sales and service efficiency. Social Engagement has also now extended to Instagram and extended blog coverage beyond Tumblr and WordPress.

Microsoft Dynamics CRM 2015 Rori raye.

The Microsoft Dynamics CRM 2015 release preview guide brought new capabilities, functionality and features to deliver amazing customer experiences.

There was a greater focus on Microsoft Dynamics Marketing enabling marketing teams to plan, do and review (using Excel and Power BI), campaigns from start to finish. Another focus was the “guided sales processes” which built on and improved the Microsoft CRM 2013 processes, allowing complex processes using branch selection.

Another new feature added was the ability to add product families to cross sell and up sell as well as the sales hierarchical views. Microsoft continued with the mobile and tablet enhancements and also enhanced the business rules that were released in Dynamics CRM 2013.

Microsoft Dynamics CRM 2016 Features and Functionality

There were 2 releases during 2016. This round up offers the Microsoft Dynamics CRM 2016 release preview guides and a short 2 minute video to help bring the new functionality to life.

This video of Microsoft Dynamics CRM features and functions showcases ‘field service’ and ‘project service’ optimizing staff and resources required for each project, as well as featuring guided user navigation facilities and portals.

The Dynamics CRM 2016 release focused new features on productivity, intelligence, mobility and unified service. SMS was added as a marketing channel. Included in Dynamics CRM 2016 is Voice of the Customer; a new survey feature designed to send out questionnaires and surveys.

Microsoft Dynamics Crm Features List

The Unified Service Desk improves auditing and diagnostic settings, and an out of the box integration is now offered with any third party systems such as Azure HD Insights. Another feature released to CRM 2016, is the ability to view documents using CRM mobile applications.

An important feature in Dynamics CRM 2016 is Machine Learning (ML), which offers configuration and insights into the CRM interface particularly within social engagement.

The second (Spring wave) Microsoft Dynamics CRM 2016 focused on personalising customer experiences, creating proactive experiences and making customer engagement predictive.

Microsoft Dynamics Crm Features

The ADX studio offered web portal functionality into Dynamics CRM Online and pre-configured portals including customer service, community, partner and employee self-service portals which are now available.

Dynamics CRM Field Service video is available here:

• Field service is an end-to-end solution which offers scheduling, stock tracking and asset management for service teams and organisations.
• Project service functionality helps to quote, plan and assign resources as well as capturing progress data and expenses.

Server-Side Synchronization now allows you to connect CRM on-premises with Microsoft Exchange Online.

To see the most up to date resources and check out more Microsoft Dynamics CRM Features and Functions, check out the Microsoft Dynamics CRM help and training material guides.

Microsoft Crm Dynamics

UPDATE: 4.4.17

Please also see our update on Dynamics 365 uncovering what is included in the Microsoft Dynamics 365 Sales App and the Microsoft Dynamics 365 Customer Service App.

More Reading:

Service Scheduling in Dynamics CRM :

CRM Consulting using Caltech CRM :

Get ready for CRM resources

This blog was written by Catherine Carlyle, marketing manager at Caltech IT Limited. We would love to hear from you. Let us know what you think or if you would like a closer look at any of these features or functions.