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Dynamics CRM

Basic Workflow

Basic Workflow

Often businesses find themselves working harder than they have to, to get small tasks done. With more processes needing to be executed every day, a company can feel in over their heads. The Basic Workflow module provided in SMB CRM Enterprise will help you ensure the consistent and rapid execution of the business processes, in turn making your organization more efficient and successful. Basic Workflow allows you unprecedented access to the design tools that will help your users and administrators build the solutions that handle the everyday processes and accomplish the best practices. Let Basic Workflow in SMB CRM help your company overcome the overwhelming business processes you face every day.

Features and Benefits

  • Foundation Basic Workflow comes with the sets of tools and technologies for integrating and creating data and processes from your CRM solution. The basic workflow module is based on the Windows interface, which makes it recognizable and easy to use.
  • Workflow Accessibility Access to workflow can be achieved from Outlook, which gives you more ways to access your automation tools. Workflows can be shared and published so that others can find and use the information. This helps users to contribute and share their business processes with other employees without the help of an IT professional.

Dynamics CRM Modules

  • Sales Force AutomationSales Force Automation module helps your company streamline and automate your sales processes and allows your sales team to design a single view of the customer.
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  • Customer SupportWith Customer Support module you get the tools to improve customer satisfaction and the effectiveness of the service you provide.
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  • Outlook ClientWith Outlook Client you have access to stored client information, contact information and a reliable tool for communicating with customers.
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  • Basic WorkflowThe Basic Workflow module provided in Dynamics CRM will help you ensure the consistent and rapid execution of the business processes, in turn making your organization more efficient and successful.
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  • CRM Mobile ExpressThe new module for Dynamics CRM that allows you to view and edit select Sales items on todays most popular mobile devices and smart phones.
  • MarketingThe Marketing module will assist you in creating marketing campaigns that are useful and impactful for your marketing department.
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  • Service ManagementEmpower your service representatives to manage support issues from contact through resolution, track requests, and ultimately provide the consistent service your company needs.
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  • Advanced WorkflowAdvanced Workflow in Microsoft Dynamics CRM allows you to automate the internal business process, creating workflows to carry out routine tasks that involve daily business routines. Microsoft Dynamics CRM simplifies the daily business processes and helps you as a manager run your organization more smoothly.
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  • Analytics - Dashboards
  • Business AlertsBusiness Alerts gives you to the ability to input the goals and information that is important for you to track and receive alerts to any changes that apply to that information.
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  • Interface with 3rd Party Apps
  • Interface with MS Dynamics GPIntegration of CRM with GP gives you the ability to control the information needed for your sales and customer relations teams so there is quick and easy access to the data needed to deal with the customers.
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  • Mobile SolutionsMobile solutions provides your team workflow functionality and the ability to stay more organized, manage your business effectively and keep up with customer demands. Close more deals and stay connected with Mobile Solutions.
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  • MS Exchange IntegrationThe integration between MS Exchange and MS Dynamics CRM allows you to keep track of the activities associated with a customer or prospect, by tracking and recording emails sent through Exchange into CRM. To make the tracking easier, Dynamics CRM offers direct email integration brought to you through Microsoft Dynamics CRM for incoming and outgoing mail.
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  • Product Catalog & Price ListsNavigate and customize your personal databases to feature your product catalog that includes the support needed for pricing, units of measure, discounts and other complex pricing options.
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  • Quote, Orders, and InvoicesThe Quotes, Orders and Invoices module in Dynamics CRM builds a quote by gathering products directly from the product catalog, specifying the price list and the number of units, and applying volume discounts and manual discounts, making the process quick and easy.
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