Microsoft is bringing customer relationship management (CRM) software into a new era with Microsoft Dynamics CRM 3.0. It is a flexible CRM solution that works the way your people do, works the way your business does, and works the way IT wants it to.

Microsoft Dynamics CRM is a customer relationship management (CRM) solution that provides the tools and capabilities needed to create and easily maintain a clear picture of customers, from first contact through to purchase and post-sales. With modules for sales, marketing, and customer service, Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution that drives consistent, measurable improvements in every business process, enabling closer relationships with customers and helping to achieve new levels of profitability.

Even for companies with the most complex of sales processes, Microsoft Dynamics CRM provides easy-to-use features and capabilities to help improve the way sales and marketing organizations target new customers, manage marketing campaigns, and drive sales activities. Here's how Microsoft Dynamics CRM can help your employees make better business decisions and get a clearer view of your customers.

Works the way you do
Microsoft Dynamics CRM is the fastest and easiest way to add CRM capabilities to any organization that uses Microsoft Office system applications, including Microsoft Office Outlook. Because it was designed to partner with Office Outlook, Microsoft Dynamics CRM delivers lower training costs, broader user adoption, less application-switching, higher productivity, and a fast return on investment.

Microsoft Dynamics CRM gives your employees direct access to customer information through Office Outlook, enabling access to the information they need whether in the office or on the road. Microsoft Dynamics CRM offers:

• Tight integration with the Microsoft Office system and Office Outlook, allowing employees to easily pull information from Microsoft Dynamics CRM into Office system applications such as Microsoft Office Excel spreadsheet software and Microsoft Office Word word processing software.
• Quick and easy access to your data through context-sensitive information for populating forms or taking next steps without changing screens.
• Customized workspaces that allow users to create, save, and reuse favorite views of customer data without the distraction of unneeded information.
• Service Calendar that allows service schedulers and dispatchers to schedule activities by resource, time, or service.
• Powerful reporting and analysis tools that make it easy to identify opportunities and problems at a glance.
• Great mobile support that helps enable field workers to get instant access to customer data from most popular portable devices including mobile phones with Web browsers, and laptops.

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Works the way your business does
Microsoft Dynamics CRM not only slips right into your employees' lives without disruption, it also adapts easily to your existing business workflow and processes. You or your information technology (IT) partner can quickly modify application forms, data fields, and relationships and add new activities and objects without writing a single line of code. This makes it easy to tailor Microsoft Dynamics CRM to suit your needs and fit your business. Microsoft Dynamics CRM features several workflow innovations that speed use, including next-step suggestions and automatic task assignment. Microsoft Dynamics CRM also includes capabilities such as:

• A new marketing automation module that makes it easy to build customer or lead lists, create targeted marketing campaigns, track the progress of those campaigns, and follow up on campaigns.
• Quick Campaign wizard that allows marketers and salespeople to send out e-mail blasts to targeted lists and track responses.
• Service scheduling that allows you to centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up.
• Easy customization of Microsoft Dynamics CRM to your business workflow by adding custom objects and activities, designing custom views for different users, and building business logic into the CRM. This enables Microsoft Dynamics CRM to automate repetitive tasks, tells users next steps, sends e-mail messages, and raises alerts for open items—so nothing falls through the cracks, giving your customers a better experience.
• Flexible reporting that enables managers to easily see how your business is doing—CRM data can be transferred into Microsoft Office Excel for analysis or into Microsoft Office SharePoint Portal Server for updating executive dashboards or collaborating on customer-related documents.

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Works the way technology should
Microsoft Dynamics CRM works the way your IT staff wants it to because it's based on proven, industry-standard Microsoft technology that's easy to learn and work with. You'll enjoy a rapid, low-cost deployment; low support costs; and easy scalability as your business grows. IT-friendly features include:

• Easy to modify forms, data fields, and information relationships so that users can get the customized information they need.
• Streamlined installation with diagnostic tools that reduce setup time and help ensure a successful deployment of Microsoft Dynamics CRM.
• Fast data searches across large volumes of customer data that help users find the information they need.
• Easy to use step-by-step Microsoft Exchange Connector Deployment Wizard that simplifies Microsoft Dynamics CRM integration with Microsoft Exchange and Office Outlook.
• Simple and fast connectivity to external data sources that gives users access to relevant information.
• Advanced management and notification tools that are centralized and give the IT staff the right information to manage a CRM system.

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What’s new in Microsoft Dynamics CRM 3.0
Microsoft Dynamics CRM 3.0 was designed to give businesses what they want most in a CRM system—a customer relationship management that people will use.
It works the way your business does. Your information technology (IT) staff can integrate Microsoft CRM with existing systems. Your sales forces can use Microsoft CRM without ever leaving Microsoft Outlook.
Microsoft offers CRM in two editions—Microsoft Dynamics CRM 3.0 Small Business Edition and Microsoft Dynamics CRM 3.0 Professional Edition. Both build on previous versions to help businesses of all sizes develop stronger and more profitable relationships.
Here’s a quick look at the latest Microsoft CRM features.

Improved Microsoft Office Outlook integration: Work without leaving Outlook
The foremost design objective in creating Microsoft CRM 3.0 was tighter integration with Microsoft Office Outlook, the most used application in the Office suite. Tighter Outlook integration means less application-switching, faster adoption by users, and higher productivity for every customer-facing employee in your organization. Users can look up customer information, send and manage e-mail, set up appointments, and capture customer discussions, all without ever leaving Outlook.

New marketing automation module: Create sales and marketing campaigns fast
Microsoft CRM contains sophisticated marketing capabilities for planning, implementing, and monitoring multi-tier sales and marketing campaigns. Marketing and sales personnel can quickly create a list of leads, craft a letter or direct-mail piece using integrated products such as Microsoft Office Word, launch the campaign, and then track the progress and results. You can even track costs and revenue results of campaigns. Using the Quick Campaign wizard, marketers and salespeople can generate quick customer e-mail and send it to a targeted list in minutes. Microsoft CRM will automatically track the results.

New service scheduling module: Helps your staff sell more while improving customer service
Microsoft CRM includes a sophisticated scheduling engine that helps you sell and schedule services to customers. Through the new Service Calendar, any authorized user—service managers, salespeople, or customer service representatives—can survey company wide resources and book an appointment, which is automatically added to the customer’s Microsoft CRM record. You can easily incorporate your organization’s business logic into the Service Calendar, specifying, for example, special skills or workdays of different technicians. The Service Calendar shows company wide resource availability at a glance, helping you service customers faster and make optimal use of resources such as people, vehicles, and facilities.

Easier customization: Tailors to your company's needs quickly
Microsoft CRM can easily be customized for any business. Any non-technical user can create a new object with a few mouse-clicks—no need to write code or even leaves the application. This makes it very easy to tailor Microsoft CRM to a specific industry or individual company. Deeper customizations that do require programming are also simpler, lowering the cost of having a Microsoft Partner incorporate your business logic, customize the user interface, or link Microsoft CRM to another application. Microsoft CRM also contains a host of workflow improvements such as auto-fill of name and date fields, and next-step recommendations that speed application use and improve worker productivity.

Improved reporting: Drill into the details fast
Getting information out of Microsoft CRM is just as easy as putting it in. You can of course export any subset of Microsoft CRM data to Microsoft Office Excel spreadsheet software for analysis. Microsoft CRM also provides a number of standard, one-button reports using Microsoft SQL Server Reporting Services as the underlying report engine. You can create custom reports that are accessible from within Microsoft CRM through an e-mail subscription service or over a Microsoft Office SharePoint Portal Server site. Users can save frequently used reports, which are refreshed with current data every time they’re opened. Best of all, security clearances are built into every report. Users only have access to the data they’re authorized to see.