Multiple windows are huge productivity killer for many users. Having to move from one application to another can cause confusion and inaccurate data entry, which leads to inaccurate forecasting and a decrease in revenue.

With Microsoft Dynamics CRM, you have a very “flat” user interface that displays all related information in one screen. This allows the user to update data on multiple layers, such as adding activities to an account without having to open a separate window.

Customer Relationship Management (CRM) is composed of a centralization of data around your customers:

  • Order History
  • Sales Activities: Phone Calls, Emails, Appointments, Tasks
  • Social Awareness
  • Location
  • Company Stake Holders / Role
  • My Internal Sales Team / Role
  • Opportunities

These components lead to faster response times, more report accuracy, and allows you to “Know your Customer,” which leads to greater revenue numbers.


Users continually have trouble finding the right data to make key business decisions and to help manage their workload. Microsoft CRM provides “out of the box” dashboards that users can tailor to their role, so they know how to start and end their day. Dashboards are composed of charts, views, tables, etc.. This allows users to evaluate data that relates to them. For example pipeline numbers, campaign effectiveness, customer satisfaction on service cases, and more. These empower the user to make accurate decisions.


Social Incites is a new integrated piece of CRM that pulls in key customer information from 30,000+ sources (social, news and blogs) into a single customer record. This provides a sales team with tools to encourage more selling and less time researching.

Companies are more interested in a technology that they can use to accurately translate their company goals and initiatives. With many CRM products, it’s hard for the business manager to see this alignment. Microsoft Dynamics CRM provides this visibility into an organizations business process by displaying a process bar directly within the user interface. When a company designs a process there are required stages that contain required data points and, with Microsoft CRM, the business manager can simply enter the required information. This allows them to see what the next stage is and the progress of that process. Having a process driven UI creates a better user experience, better data accuracy, faster user adoption, and easy user training, which translates into a lower total cost of ownership (TCO) and higher revenues / ROI.


The market today is requiring sales reps to be productive on the road, at home or in the office. Tablets and phones have been a driving trend in business and have been growing at an exponential rate. Most sales representatives in organizations don’t want to spend time entering data and then being treated like “big brother.” Microsoft Dynamics CRM has an improved built-in mobility application that allows users the flexibility of entering data anytime and anywhere, on the train, couch, airport, or coffee shop. You name it. When providing sales or users multiple options for entering sales data, it raises user adoption and forecasting becomes more accurate and revenues increase.


The CRM Tablet Application is now available for Windows 8 and IPad devices, providing:

  • A visual dashboard for the users that contains drill down charts and views.
  • Process Flow forms – Ability to see companies business processes within the CRM form
  • Pinning Capability – Ability to personalize and pin favorite records to your screen
  • Skype Integration – Direct Web Calling
  • Yammer Integration – Internal Social collaboration
  • Global Search – ability to search across 10 different entities

All features are touch friendly and sized correctly with tiles fit for your finger.

The Dynamics CRM roadmap is set to implement Mobile applications for Windows 8, IPhone and Android phone/mobile devices in the near future.




Have you implemented a CRM program? What are some of your key features? Leave a comment below.