Basics of Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. Out of the box, the product focuses mainly on Sales, Marketing, and Service (help desk) sectors, but Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it to meet many different demands.

The Microsoft Dynamics family of business applications includes other related products such as Microsoft Dynamics AX (ERP application), Microsoft Dynamics GP, (ERP application) Microsoft Dynamics NAV (ERP application), and Microsoft Dynamics SL (ERP Application) and also Microsoft Dynamics Retail Management System; also known as Dynamics RMS.

Dynamics CRM is a server-client application, which, like Microsoft SharePoint, is primarily an IIS-based web application which also supports extensive web servicesinterfaces. Clients access Dynamics CRM either by using Microsoft Internet Explorer 7 or later web browser or by a thick client plug-in to Microsoft Outlook. The most recent release added full support for the Chrome and Firefox browsers, and limited support for Safari.

Screen shot of Dynamics CRM

Why CRM?

Security Roles:

CRM Form Basics

Account and Contact Relationship:

Dynamics CRM Modules:

Managing Sales Team

Ex:

Marketing with Dynamics CRM

Ex:

Built in Charts:

Processes

Ex: