System Microsoft Dynamics CRM brings many benefits, particularly
The system allows to simplify and accelerate the work for its users based on
Data are stored in one place, therefore for example from a customer card you can get to the list of his quotes, orders, invoices,
etc. with one click. This gives a complete view of customer information and communicating with them in one place.
The system displays information in different forms:
The great benefit of the Dynamics CRM system is its rich customization without programming modifications. Users by themselves
are able to define and modify reports, for instance. And that saves time and financial resources of the company, because the
customer does not have to approach the supplier of the information system with each minor request.
The system allows the creation and modification of custom or existing:
The Dynamics CRM system is directly linked with another Microsoft product - Outlook. That allows to synchronize
contacts and fields between both systems. There is a possibility to send and receive emails directly from the system.
You can also easily transfer data to many formats such as *.xls, *.doc, *.pdf, *.xml and others.
Of course, there is a connection (through sending) between systems Dynamics CRM and Dynamics Navision - through a solution called Connector for Microsoft Dynamics.
The Dynamics CRM system allows to configure rules for individual users, so each user has access only to those areas
that are permitted to him. Rights can be set up in the fields.
By defining workflows, you can enable users to keep to fixed sequence of steps and thus adhere to established internal processes. Via business rules you can again set the conditions for each field (AND / OR, IF ... ELSE IF ... THEN logic).
The Dynamics CRM system provides a complete overview of the stored data - it allows you to track the changes made (who inserted or
deleted entries, when entries were inserted or deleted, what has been changed, etc.). Tracking can be turned on the fields.
The system also allows you to avoid creation of duplicate data, which provides clarity and guarantees uniqueness of data.
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