#HOSTED MICROSOFT DYNAMICS WINDOWS#
Those after more complex workflow handling will need to either choose another service or wait until the next release, which will use Microsoft's upcoming Windows Workflow Foundation technologies. The current version of Microsoft Dynamics has only a basic concept of workflow, but specific tasks can be assigned to different users. Custom roles and fields can be added, and templates and forms customised. If you're moving from spreadsheets to CRM, then you'll be able to get your data in shape very quickly. You can use a bulk import wizard to bring in records from any delimited text file to quickly populate the site database. It's an appropriate model for outsourcing, as it allows you to hand over a fully running service or bring a service back in house with minimal downtime. One key difference between Microsoft's offering and the rest of the CRM space is that this is a hybrid solution, which can quickly be moved back to your own site and your own servers, or quickly set up using data from an existing Microsoft CRM platform. You can also create your own views, customising the system to work the way your business works. Records are held in forms, which can easily be edited using online design tools. Filters allow you to choose what you're viewing, and help to keep scrolling to a minimum. You can quickly switch between these different views and modules, and performance over a reasonably loaded DSL connection was good. Different classes of users can be given different views, with different selections of modules, and each module contains a selection of side tabs, which expose different types of record - from leads to available sales literature. The service module handles customer service issues, while the marketing module contains tools to help with coordinating marketing campaigns. A sales module focuses on handling information about leads and customer relationships. You'll spend most of your time in the Workplace module working with different activities and collaborating with other users in your team. The application is built around five different modules. The standard Workplace view can be switched between record types.
#HOSTED MICROSOFT DYNAMICS UPDATE#
Annoyingly the site doesn't dynamically update views, so you may wind up becoming over-familiar. Calendar tools allow quick navigation from day to day, while a refresh button loads any new tasks that may have been assigned while you're working with your current view. Microsoft Dynamics CRM takes a role-based approach and users start with a view of current activities. The advantage of this is that its Office look-and-feel will be very familiar to your employees and hence there's a relatively shallow learning curve. You'll need to make sure that you allow JavaScript to run as this is a rather effective AJAX-style application which owes a lot to the latest version of Outlook Web Access. Once connected the site will close your initial browser Window and open up one without any navigation furniture, so it looks and behaves just like a desktop application. It's not much of a surprise to find that you need Internet Explorer to connect to Aspective's CRM platform it's a Microsoft product after all.
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