Introduction

What Is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management tool.

At its very core, Microsoft Dynamics CRM is a database. It’s the place where you can enter information about your customers: Who works at the company, what are their roles, who at your company has communicated with them, what have they purchased, and have they had any issues? Need a phone number? Looking for a customer’s latest support calls? Need to get a handle on your sales pipeline? You’ll get all of this and more in Microsoft Dynamics CRM.

Microsoft Dynamics CRM goes way beyond traditional databases, though. It has many built-in tools to help manage the interactions you have with your customers.

There are a lot of CRM systems on the market. Microsoft Dynamics CRM is the first, however, to fully integrate into Microsoft Office Outlook. All of the instructions in this book will work both in the Microsoft Dynamics CRM web application and within Outlook.

For more information on purchasing Microsoft Dynamics CRM go to http://crm.dynamics.com or call 877-CRM-CHOICE (877-276-2464).

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