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Microsoft Dynamics CRM

What is Microsoft Dynamics CRM ?

Microsoft Dynamics CRM is an integrated CRM application designed to control overall communication with customers, from first contact to sales activities and repair services. It helps you to grasp an overall picture of your customers and centrally manage your customer information. PBC uses the solution for ERP user support and in its sales and marketing management activities.

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Features of Microsoft Dynamics CRM

Microsoft Dynamics CRM comprises three modules, namely the Marketing, Sales and Service modules.

Marketing Module

The Microsoft Dynamics CRM Marketing Module supports accurate targeting and communications.
It helps to stimulate demand and find prospects, and then follow up on opportunities.
With simple operation on a desktop environment, you can execute marketing campaigns, send e-mails using prospect lists and control the progress and results of campaigns.

Functions List of Marketing Module

Campaign Planning Campaign Management, Target List Extraction, Action Set up
Prospects List Management Data Import, Duplicate Search
Campaign Execution MS Word-based Email Editing, Sending Multiple Emails in a Single Operation, Outbound Calls, Visit Schedule Setup
Performance Evaluation Pre-defined Analysis Reports, Ad-hoc Analysis Reports
Marketing Module

Marketing Module

Sales Module

The Microsoft Dynamics CRM Sales Module supports the exchange and utilization of sales information in diversified business environments. It speeds up the sales cycle and increases the success rate.
For sales people, it offers useful functions to achieve sales targets and for sales managers offers tools to check sales history, sales reports and forecast information.

Functions List of Sales Module

Sales Planning Targeting, Process Standardization
Prospect Management Data import, Automatic Assignment, History Management
Customer Management Corporate Information, Contact Information, Customer Review
Task Management Integration with Outlook Schedule and E-mail, Mobile Integration,
Sales Reports, Alerts
Opportunity Management　 Status Management, Quotation Management, Knowledge Sharing
Analysis and Report Portal, Pre-defined Analysis Reports, Ad-hoc Analysis Reports
Sales Module

Sales Module

Service Module

The Microsoft Dynamics CRM Service Module resolves issues quickly and offers a framework for feeding customer requests back to R&D. By proactively offering services, you can build relationships of trust with your customers and raise their satisfaction levels.
By automating processes, you can also reduce costs and help to ensure consistent customer service is delivered across all customer contact points.

Functions List of Service Module

Service Registration Phone Call Registration (CTI), Mail Registration, Customer Information
Case Management Case Management, Escalation, FAQ
Support Contract Management Contract Management, Incident Management
Field Service Management Service Task Management, Service Schedule Setup
Analysis and Statistics Status Management, Pre-defined Analysis Reports, Ad-hoc Analysis Reports
Service Module

Service Module

System Requirements

Server

Area Minimum Requirements Recommended Requirements
Computer/Processor Pentium (Xeon P4) Dual Processor 1.8 GHz Pentium (Xeon P4) Dual Processor 1.8 GHz or better
Memory (RAM) 1 GB 2 GB or more
Hard disk 400 MB free hard-disk space 400 MB free hard-disk space
Network Card 10/100 Mbps Dual 10/100/1000 Mbps
Operating System Microsoft Windows Server 2008 R2, Microsoft Windows Server 2003, Microsoft Windows Small Business Server 2003 R2 or 2008, Microsoft Windows Server 2008, Windows Essential Business Server 2008
All with the latest service pack (SP)
Internet Information Service (IIS) Version 6.0, Version 7.0
Microsoft Date Access Components (MDAC) Version 2.81 (Included in Windows Server 2003)
SQL Server Microsoft SQL Server 2008 R2, Microsoft SQL Server 2008, Microsoft SQL Server 2005
(Microsoft SQL Server 2000 is not supported)
SQL Server Reporting Service Microsoft SQL Server 2008 Reporting Service, Microsoft SQL Server 2005 Reporting Service
(Microsoft SQL Server 2000 is not supported)
Dynamics CRM E-Mail Router (Option) Windows XP, Windows Vista, Windows Server 2003, Windows Server 2008
Exchange Server (Option) Exchange Server 2003, Exchange Server 2007 (Exchange 2000 Server is not supported)

Client

Clients access to the server through Microsoft Internet Explorer or Microsoft Office Outlook.

Microsoft Dynamics CRM Web Client
Windows 7
Microsoft Windows XP SP2 or Windows Vista
Microsoft Internet Explorer 6 SP1、Internet Explorer 7、Internet Explorer 8

Microsoft Dynamics CRM for Microsoft Office Outlook
Windows 7
Windows Vista
Microsoft Windows XP Professional SP2 or SP3
Microsoft Windows XP Tablet PC Edition SP2 or SP3
Microsoft Windows XP Professional x64 Edition

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