Microsoft Dynamics CRM 2011 Interface

Caltech CRM is now using Microsoft Dynamics CRM 2011 Interface- roll up 1. It boasts a tight integration with Microsoft Outlook and Microsoft Office.

Microsoft Dynamics CRM 2011 works with familiar menu ribbon for time saving benefits and even more improved user engagement. Using  this same Microsoft interface ensures users waste no time using Microsoft CRM 2011 and increases user confidence, for successful CRM employment.

Word similarities of the Microsoft Dynamics CRM 2011 Interface

The Microsoft ribbon effect can be easily customised and preferences can be set by each user for their own usage throughout.

Outlook

Microsoft Dynamics CRM 2011 also has a ‘recently visited’ pane, linked to accounts, activities, emails and so on, so no time is wasted searching for repetitive items.

Microsoft Dynamics CRM 2011 Interface Ribbon

Microsoft Dynamics CRM can be accessed through a web portal or through Microsoft Outlook; it takes advantage of the outlook functionality.  This enables users to highlight records in the same way as outlook, and use the email and calendar entries to that same advantage.

Functions of Microsoft Dynamics CRM 2011 includes:

  • Automated emails- using workflows an automated email can be sent when support cases are logged, or updated, or closed, when a new client is entered into the system… whenever you decide according to your processes.
  • Knowledge base- we use Microsoft CRM 2011 to collect responses to common support calls enabling out support desk to deal with the calls quickly and efficiently, It also means expertise is never ‘lost’. Some of our clients use this for medical knowledge- its deployment is endless- again to fit organisation processes.

For a demonstration of Microsoft Dynamics CRM 2011, or to speak with a representative, contact www.caltech.co.uk or email George@caltech.co.uk.

Why not trial Microsoft Dynamics CRM 2011, free of charge? George@caltech.co.uk.