Microsoft Dynamics CRM Integrates with MS Tools

Microsoft Dynamics CRM Logo

If you are performing an ERP Selection for CRM, and you have the ability to bolt on a solution, Microsoft Dynamics CRM is a top-level tool to bring productivity to your sales force.

The biggest benefit is the look and feel is identical to Outlook, and it is completely integrated. Adoption of the sales force of CRM tools is the most important issue facing organizations who are adopting CRM for the first time. A critical benefit of MS CRM is its ability to use Outlook as the interface into CRM that offers a smooth transition for sales people familiar with Outlook.

The base tool offers a BI-like (Business Intelligence Software) home page for the sales person complete with a few metrics for each category (lead, opportunity, campaigns, etc). Integration with MS Word for campaigns is a click, and your mail list is merged with the document for that specific campaign. Results are tracked in the system, and feed the metrics on the home page of the sales and marketing associate.

Microsoft Dynamics CRM takes the basic functionality of Pipeline and Funnel creation through Campaigns, Leads, Opportunities, and Activity management; and wraps it in a tool set that manages the tasks so that the opportunity is not lost.

For smaller or midsized organizations the purchase cost is affordable, and the BI-like capabilities create additional value that may not be offered by other CRM tools.

avatar About George Trudell

George has over 25 years supply chain and technology experience helping midsized manufacturing and distribution companies improve their businesses.
He worked in industry for 15 years as a Corporate Director of Supply Chain, Planning Manager, Strategic Planning and Master Scheduler. And he has worked in consulting for 10 years, from Senior Consultant to Partner at Grant Thornton, McGladrey, and now Ultra Corporation. George has selected and implemented ERP systems at each step in his career leading ERP projects from both perspectives (industry and consulting). George has his BBA from The University of Michigan’s Ross School of Business and his MBA from Northwestern University’s Kellogg Graduate School. He is APICS certified, taught classes and spoken at conferences and dinner meetings, on the topics of BPI, ERP Selection and Implementation.

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