The Power of Document Management
Microsoft Dynamics CRM 2011 helps you maximize the benefits of SharePoint for increasing access to your documents, across team members, in context. You are likely already aware that CRM technology is coming along nicely, but there is still a lack of capacity for true, rich document collaboration. Because Microsoft Dynamics CRM 2011 has included SharePoint, picture this: multiple members of your team analyzing and discussing sales proposals, making changes and popping the proposal back into the que. You can also use this function to establish rules for permissions and multi-level approvals.
The best CRM strategies help you make the best of what you already have. SharePoint can collaborate automatically with Microsoft Outlook. This means your email communications with customers get double-duty: they become part of your CRM data and part of your shared documents.
Microsoft Dynamics CRM 2011 lets you design your workspace based on individual roles and their needs for specific information. Each member of your team can create their own default screen that opens just for them, specifying the number of records that show up on the list and how they are displayed. The new customizations boost an already personal dashboard set-up that will encourage your team to go after the data most relevant to their success. An added bonus you’ll find in a Microsoft Dynamics CRM 2011 review: you can establish a globally accessible option set, or picklist, and use it on multiple forms. Use JScripts created on your own terms that are also globally accessible.
Charts Everyone Can Enjoy
Make and post inline charts to quickly and visually manage data and reach new conclusions with inline data visualization functionality, another feature to highlight in a Microsoft Dynamics CRM 2011 review. Create custom charts, then decide how you want to access them – including selecting from a primary list of records or only from the records related to one individual case. Then you can send your charts out quickly and easily to other team members to view, or bring in their charts to your own record collections.
Email integration will surely be a point to include in a Microsoft Dynamics CRM 2011 review, and you’ll be pleased to find that the system has enhanced Outlook integration capabilities. Your CRM data can appear in Outlook subfolders for quicker access and usability, for example. Making use of the enhanced Outlook integrations has been simplified without compromising functionality. You can also use new tools for managing filters, built on templates, which give you an easy entryway to greater synchronization between Microsoft Outlook and Microsoft Dynamics CRM 2011.
Finding ways to avoid reinventing the wheel is another element of a Microsoft Dynamics CRM 2011 review. With solutions built on sharing, you can give others access to your solutions or bring one in from another developer. If the solution is managed, don’t worry about security. Only identified users can access it. If it’s unmanaged, anyone within the right role parameters can access a solution. Solutions can be further identified by how they relate to other elements, their security and distinct numbering.
Knowing the features a Microsoft Dynamics CRM 2011 review bring to light can be summed up in a word: opportunity. When your CRM solution is customized, flexible and managed, you have more chances for sales success. Potential sales opportunities are aligned smartly with elements such as billing, orders and custom discounts, including shared access to product details, freight and tax costs. All this data moves from quote to quote or order to order, so you don’t miss a valuable customer relationship opportunity.