From its earliest version Microsoft Dynamics CRM has been a strong account and
contact management solution. As a natural extension of Outlook, MS CRM allows the
user to turn Outlook contacts into leads and accounts, convert these into opportunities
and ultimately turn them into orders and invoices. With respect to contacts, leads and
accounts, there are a large number of fields and tabs available for capturing key
attributes. Through a new Relationships Editor, you can link each entity to another in a
1:1, 1:N and N:N configuration.
Such as, an account can have many contacts and can be related to those contacts as
employees of or owners of the account. A contact can also be related to multiple
accounts, to one as a former employee and to another account as a current employee.
You may also use self-referencing relationships by relating an account to itself. I cannot
provide an example of this, but the relational structure is available is you have a need
for that type of connection.
Opportunities in MS CRM, like other CRM systems, are essentially leads that have been
promoted or qualified to advance to the next sales stage. Opportunities contain
information fields relative to the prospect’s interest in a specific product or service, a
specific price range, a specific timeframe and the probability of success or failure. All of
these elements come together into a sales pipeline. Opportunities can be created from
an account or a contact. You can also convert an opportunity into a quote and an order
automatically, which is a great feature particularly for users of the Dynamics accounting
products. There are many ways to input information about an opportunity, including
menu items for selecting a price list and types of products. As you would expect,
Microsoft CRM is tightly integrated with the Microsoft Office suite and includes the
ability to do things like setup and use multiple email templates and merge to Outlook or
Word. Also, exports to Excel are easily available.
Please provide us your information to better assist you.
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