Extending Dynamics GP with Dynamics CRM

PresentersTimothy JonesJack Howell

Customers Drive Business Success

Effectively managing the customer lifecycle – from marketing to sales to service – is critical to

every company’s profitability and growth.

“… companies with high customer satisfaction scores have blown the S&P 500 out of the water, especially over the last few years. Not only have they produced higher stock returns, but their stock values and cash flows have been less volatile.”

Harvard Business Review, March 2007

Microsoft Dynamics CRM Business Architecture

Microsoft Dynamics CRM is a full customer relationship management (CRM) suite with marketing, sales, and service capabilities that are fast, familiar, and flexible, helping businesses of all sizes to find, win, and grow profitable customer relationships.

Fits Your PeopleThe right user experience for every user role

Now You Can Get CRM That…

Fits Your BusinessConfigures quickly to meet your specific needs

Fits Your EnvironmentDeploys quickly and integrates existing assets

Microsoft Dynamics CRM

Use

Robust Workflow Tools – Designed for the business user

Native Outlook Client – Familiar and intuitive interface

Powerful Remote Capabilities – Consistent offline/mobile

Point & Click Customization – Easily adapts to fit business

Comprehensive Business Intelligence – Easy access and use

• Over 15,500 customers

from small to enterprise

• Over 750,000 users in more

than 80 countries

• Fast, flexible, and affordable

• Full CRM suite of marketing,

sales, and service

• Native Office experience for

rapid adoption

• Advanced SOA / Web

services architecture

Microsoft Dynamics CRM at a Glance

Fast, Productive Sales Management

• Familiar interfacedrives user adoption and increased productivity

• Workflow-drivensales processesensure consistencyand efficiency

• Full spectrum of sales intelligence capabilities provides insight and accurate forecasts

Fast, Consistent Customer Service

• Comprehensive customization and core platform capabilities ensures business agility

• Advanced workflow ensures consistency or service experience

• Complete range of service analytics from basic reporting to sophisticated OLAP and predictive modeling

Fast, Effective Marketing Management

• Intuitive segmentation tools drive superior target selection

• Workflow-driven processes increasereach and relevancy

• Seamless tracking of cross-channel communications saves time and money

Why Choose Microsoft Dynamics CRM?

“If you know how to use any of Microsoft’s desktop tools, you know how to use Microsoft’s [Dynamics]

CRM product.”- AMR Research, November 2007