Microsoft Dynamics

Customer

Relationship

Management

Versions:

o Started 2003 - Microsoft CRM 1.0

BETA

o Stable release 2008

- Multi-lingual

- Server-client applicationSales

Service

Marketing

Organize Customers & Prospects

Track leads and prospects

Share contact info

Integrate with Microsoft office outlook

Automate workflow

Manage team engagement process

Generate real-time sales quotes and

marketing campaigns

Standardize handling across geographic

locations

Synchronize across teams

Use anywhere with mobile devices

Set up territories and teams for optimal

efficiency

Use predefined workflows to streamline

approvals

• For Windows Operating Systems only

• If one is to subscribe to it, the initial cost is

higher compared to Goldmine and Sugar

CRM.

• Hardware requires three servers

• No support for power dialing and

voice messaging

• Incapable of recording sales messages and

tracking customers through these sales

messages

• No customized technical support

Automation

Integration

Maximization

Customization

Sales

Service

Marketing

Efficient Operations Help the American Red

Cross Succeed in Its Mission:

• Helps communities prevent, prepare for, and

respond to emergencies through training

programs and coordinated volunteer efforts

• Helps drive more efficient processes and

provide greater insight into the

organization’s financial situation

The American Red Cross provides disaster

relief and emergency services for thousands

of people every year.

“We rely on the goodwill of the American

people for our funding, so as national and

regional economic difficulties impact

individuals and businesses, that in turn affects

us”

Bob Dills, CFO at the American Red

Cross of Greater Cleveland

More Focus on Mission

Improved Budgeting Process

Reduced

Cost

Requirement Minimum Recommended

Computer/processor Dual 1.8 GHz Pentium (Xeon

P4)

Dual 1.8 GHz Pentium (Xeon P4) or

better

Memory (RAM) 1 GB RAM 2 GB RAM or more

Hard disk 400 MB free hard-disk space 400 MB free hard-disk space

Network card 10/100 Mbps Dual 10/100/1000 Mbps

Operating system Microsoft Windows Server

2008, Standard, Enterprise,

Datacenter, and Web Server

editions

Microsoft Windows Server

2003, Standard, Enterprise, or

Web editions (with SP2 or R2

or later)

Microsoft Windows Server

2003, Small Business R2

editions

Microsoft Windows Server 2008,

Standard, Enterprise, Datacenter, and

Web Server editions

Microsoft Windows Server 2003,

Standard, Enterprise, or Web

editions(with SP2 or R2 or later)

Microsoft Windows Server 2003, Small

Business R2 editions

Internet Information Services

(IIS)

Version 6.0 (included with

Windows Server 2003) or

Version 7.0 (included with

Windows Server 2008)

Version 6.0 or Version 7.0

Microsoft Data Access

Components (MDAC)

Version 2.81 (included with

Windows Server 2003) or later

Version 2.81 (included with Windows

Server 2003) or later

THANK YOU!!