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Why CRM ? The Challenge

Why Microsoft Dynamics CRM 2011?

Microsoft Dynamics CRM 2011 Pillars

CRM 2011 in Education CRM User Experience

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Expectations of parents, local education authorities,government agencies and higher education students.

The need for real time data.

Limited budgets.

The need for better tracked communications.

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Get a 360-degree view of your school, district, or campuswith tools for educators and administrators that are easy touse and manage.

Increase productivity and enhance collaboration.

Quickly develop applications for learning, education,research, faculty, and student management with the CRMframework.

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Microsoft Dynamics CRM is a customer relationshipmanagement (CRM).

It enables organizations to record customer interactions,opportunities, and improve customer loyalty.

It also helps organizations optimize their operations byautomating routine tasks, and standardizing best practices.

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Sales

Marketing

Services

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Leads

Opportunities

Quotes

Orders Invoices

Accounts

Contacts Products

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Sales

Marketing

Services

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Planning

Campaigns

Budgets

Lists Tracking

Sources

Reporting

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Sales

Marketing

Services

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Case Management : recording complaints, problem,questions or other queries.

Contract Management :recording entitlement to service.

Defining services provided and the resources needed forthese services.

Scheduling appointments using the scheduling engine.

Building a store of intelligences using the Knowledge Base

(can double as a call center script).

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Alumni & Donor Management

General Administration

Communication Tracking

Student Information system Faculty and Staff Management

Recruiting and Retention

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The Web Client

Microsoft Dynamics CRM for Microsoft Office Outlook

Access CRM using InternetExplorer 7.0 or better

Access all CRM Entities

Track Activities done in Outlookinto related Data in CRM

Create and synchronizeactivities to CRM

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Building on

familiar MSOffice experience

This screenshows a form

representing asingle contact

Notice theeditable fields.

Also Notice theRelated Recordslinks.

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This Screen

shows when aRelated Recordlink is clicked.

Showing list of

related contactsfor an account.

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CRM NavigationAllows User to GoThrough all Modulesof CRM easily

Within Every modulelist of links to Entities

is displayed. A shortcut list is also

available to displayfunctions for that link

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2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market

conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.