Posts Tagged ‘microsoft xrm’

Microsoft xRM is a platform for developing applications which help reduce the costs and time associated with custom-development of the relational Line of Business (LOB) applications. 

This is not a product, but simple extensions and customizations added to the CRM to make it more than a sales tool. This is an evolved version of CRM, as it makes it possible for businesses to manage more than their customer relationships.

Now you can think of Microsoft CRM as a rapid development application with various CRM functionalities making it capable of leveraging the platform of .NET plus many Microsoft applications. 

This xRM platform makes it possible for companies to build business processes way faster and at a lower cost and with less risk than any other purchased solution.  Compared to its predecessor which was used by the customer service, marketing and sales personnel, the xRM can be used by all teams in your business.  In terms of functions CRM could only manage the clients relation while this platform help automate whichever business process while managing customer relation. 

This software equips your team applications to unleash service, marketing and sales prospective among others.

Why use xRM? The main reason why you should use Microsoft dynamic CRM platform over SQL server is because it has the sales-force automation, e-commerce, help desk, activity tracking among other features. Other xRM features include:

1.  Work-flow- this includes an end user interface which makes it possible for managers to manage workflows on the various entities in Microsoft dynamic CRM.  This model includes custom actions, branching, and conditions like creating additional CRM records and sending emails.  This feature can run across your whole business to implement the various business behaviors.

2.  Security-there is a very strong security model in this platform including the concept of records sharing and concept of ownership, permission model and business unit.  The permission model includes the scope concept like editing-records-owned-by-me and within the company.

3. When it comes to reporting, Microsoft dynamic CRM uses both reporting services and Microsoft excel.  This includes a reporting wizard which shows the user how to create very useful reports on the information stored in CRM. These reports are static and can be used by other users.

4. Office integration- the CRM can be integrated with Microsoft office easily by including an offline and online client which can be installed on your workstation.  This makes it possible for various Microsoft outlook users to interact with CRM system directly in outlook.    The offline client makes it possible for the user to interact with CRM system while disconnected to the office network.

5. Microsoft xRM handles various customer management tasks like managing and sending email, managing the appointment calendar and storing the clients contacts.  The xRM meets your company needs by modifying CRM to match your objectives.  The various web-based design-tools make it simple for you to modify the data fields, application forms plus relationships.  The process automation makes it possible for your company to transform various repetitive errands into powerful automated workflows.

6. This software integrates information and application via the web services creating various seamless links across various platforms and systems.