Microsoft CRM 3.0


Microsoft Dynamics CRM helps your small-to medium-sized business and divisions of larger organizations increase sales success, deliver superior customer service, and make informed business decisions.

Business moves at light speed today, requiring that every company continuously re-examine direction, strategies, suppliers, partners—literally every variable and relationship that might lead to complacency. The intensified search for competitive advantage may mean that some of your best customers pick up and leave without you ever knowing that there was a problem. How well can you react to—and even predict—ever-shifting customer needs and competitor moves?

Infuse your organization with new levels of customer intelligence using Microsoft Dynamics CRM version 3.0, an all-new customer relationship management (CRM) system that gives every customer-facing employee the information they need to truly impress customers. With Microsoft CRM, you can create a centralized repository of customer data that sits neatly alongside Microsoft Office and Microsoft Office Outlook—the applications your employees probably use every day. From Outlook, employees access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of the business. It’s CRM that works—and works very well—because it works the way your users already do, works the way your business already does, and works the way technology should.

Works the way you do

Microsoft CRM is quite simply the fastest and easiest way to add CRM capabilities to any organization that uses Microsoft Office or Outlook. Because it was designed to partner with Outlook, Microsoft CRM delivers lower training costs, broader user adoption, less application-switching, higher productivity, and an incredibly rapid return on investment.

Microsoft CRM can give your employees direct access to customer information through Microsoft Outlook or Microsoft Outlook Web Access (OWA), enabling access to the information they need when they need it, in the office or on the road. Microsoft CRM lets you work the way you want to work with features such as:

Tight integration with Microsoft Office and Outlook, allowing employees to easily pull information from Microsoft CRM into Office applications such as Microsoft Excel spreadsheet software and Word.

Quick and easy access to your data through context-sensitive information for populating forms or taking next steps without changing screens.

Customized workspaces that allow users to create, save, and reuse favourite views of customer data without the distraction of unneeded information.

Service Calendar that allows service schedulers and dispatchers to schedule activities by resource, time, or service.

Powerful reporting and analysis tools that make it easy to identify opportunities and problems at a glance.

Great mobile support that allows field workers to get instant access to customer data from any personal digital assistant (PDA), laptop, or browser.


Works the way your business does

Microsoft CRM not only slips right into your employees’ lives without disruption, it also adapts easily to your existing business workflow and processes. You or your information technology (IT) partner can quickly modify application forms, data fields, and relationships and add new activities and objects without writing a single line of code. This makes it easy to tailor Microsoft CRM to suit your needs and fit your business like a glove. You’ll also find a number of elegant workflow innovations that speed use, including next-step suggestions and automatic task assignment. Microsoft CRM also includes capabilities such as:

A new marketing automation module that makes it easy to build customer or lead lists, create targeted marketing campaigns, track the progress of those campaigns, and follow up on campaigns.

Quick Campaign wizard that allows marketers and salespeople to send out e-mail blasts to targeted lists and track response.

Service scheduling that allows you to centrally manage all aspects of a service request, from logging and dispatching to tracking and follow-up.

Easy customisation of Microsoft CRM to your business workflow by adding custom objects and activities, designing custom views for different users, and building business logic into the CRM so that Microsoft CRM automates repetitive tasks, tells users next steps, sends e-mails, and raises alerts for open items—nothing falls through the cracks, giving your customers a better experience.

Flexible reporting that enables managers to easily see how your business is doing—CRM data can be transferred into Microsoft Excel for analysis or into Microsoft SharePoint Portal Server for updating executive dashboards or collaborating on customer-related documents.


Works the way technology should

Microsoft CRM works the way your IT staff wants it to because it’s based on proven, industry-standard Microsoft technology that’s easy to learn and work with. You’ll enjoy a rapid, low-cost deployment; low support costs; and easy scalability as your business grows. IT-friendly features include:

Easy to modify forms, data fields, and information relationships so that users can get the customized information they need.

Streamlined installation diagnostic tools that reduce set-up time and help ensure a successful deployment of Microsoft CRM.

Fast data searches across large volumes of customer data that help users find the information they need.

Easy to use step-by-step Microsoft Exchange Connector Deployment Wizard that simplifies Microsoft CRM integration with Microsoft Exchange and Outlook.

Simple and fast connectivity to external data sources that gives users access to relevant information.

Advanced management and notification tools that are centralized and give the IT staff the right information to manage a CRM system.


Microsoft Dynamics CRM 3.0 Screenshots

Microsoft Dynamics CRM 3.0 offers a native Microsoft Office Outlook experience.

Microsoft Dynamics CRM 3.0 offers a native Microsoft Office Outlook experience.

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Microsoft Dynamics CRM 3.0 Web-based browser interface.

Microsoft Dynamics CRM 3.0 Web-based browser interface.

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Microsoft Dynamic CRM 3.0 offers integrated SQL Server analytics.

Microsoft Dynamic CRM 3.0 offers integrated SQL Server analytics.
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Microsoft Dynamic CRM 3.0 provides Microsoft Office Excel integration.

Microsoft Dynamic CRM 3.0 provides Microsoft Office Excel integration.

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Microsoft Dynamics CRM 3.0 - Tracking Quick Campaigns in the new marketing module.

Microsoft Dynamics CRM 3.0 - Tracking Quick Campaigns in the new marketing module.

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Microsoft CRM Editions

Microsoft Dynamics CRM 3.0 is available in two editions: 

  • Microsoft Dynamics CRM 3.0 Small Business Edition 

  • Microsoft Dynamics CRM 3.0 Professional

Microsoft CRM 3.0 Small Business Edition is deployed on the Microsoft Windows Small Business Server, and it can accommodate a maximum of 50 simultaneous users. An idea solution for small businesses, this edition is simple to use and features click-through installation.

Microsoft CRM 3.0 Professional is designed for large enterprises using multiple servers in a distributed environment. When operating in this configuration, Microsoft CRM 3.0 Professional is readily scalable—the amount of users can be increased to meet the needs of a large organization.

Apart from server usage and scalability, the two editions offer almost identical features and functionality. Both integrate easily with existing sales processes and workflows and with other Microsoft applications.

More information about Microsoft CRM

If you would like more information, complete our information request page and we will contact you. Additional info is available from the Microsoft web site

Last Modified:  15:12November 01, 2006

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