Microsoft Dynamics CRM 4.0 FAQs

What is Microsoft Dynamics CRM 4.0?

Microsoft Dynamics CRM is (at its heart) a CRM (Customer Relationship Manager) that allows your company to stay on top of every account, contact, and opportunity, while providing the management team a detailed look into the activity throughout the company. Through a browser based configuration tool, you will be able to automate a large portion of the data tracking and customer communication that is done manually by your organization.

What is needed to use the CRM Service?

After signing up for service, your new Customer Relationship Manager can be accessed immediately through Internet Explorer from any location. You are also able to set up the FREE Outlook Connector Tool that will synchronize Outlook with the data in your new CRM.

What is needed to get CRM Service started?

After signing up for service, you are able to connect to your new Contact Relationship Manager immediately after receiving your Welcome Letter.

Will Outlook integrate with the CRM Service?

Outlook connects quickly and easily with the Outlook Connector.

Does Outlook integration cost more?

A FREE Outlook connector is provided for every CRM client. The Outlook Connector allows you to access everything in Dynamics CRM via Outlook, as well as keep everything in Outlook Synchronized with Dynamics automatically and seamlessly!

Are there other ways to see the CRM content outside of Outlook?

With Internet Explorer, you are able to view everything in Dynamics CRM from anywhere with an Internet connection.

Can I see the CRM Contacts on my mobile device?

A Mobile client is soon to be released that will enable you to view your CRM information from your Windows Mobile Device.

Are we able to send email to the accounts and/or contacts in the CRM?

Absolutely! You are able to send email from several sources (i.e. Outlook or via web browser) to individual contacts, or even send to multiple contacts via a campaign!

How much can we customize the CRM?

Microsoft Dynamics CRM 4.0 is completely customizable! Almost everything can be accomplished through the drag and drop interface.

Can we use the CRM with Dream Fountain Hosting's hosted Exchange service?

Dream Fountain Hosting engineers are able to link the Exchange servers to your CRM servers on your request. This allows you to accomplish a seamless email solution to your contacts straight from the web browser!

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