Introduction to Microsoft Dynamics

Customer Relationship Management

 Microsoft Dynamics CRM Agenda
• What is Microsoft Dynamics CRM ?

• Dynamic CRM various Versions ?

• Modules of Dynamic CRM ?

 What is Microsoft Dynamics CRM
Microsoft Dynamics CRM is a business software application that allows
companies of all sizes to track, manage, and report on customer interactions to help
businesses automate and streamline various operations, such as financial analysis,
customer relationships, supply chain management, manufacturing, inventory, human
resources, and so on.

Service
Sales

Marketing
 Dynamic CRM various Versions

• Microsoft Dynamic CRM 1.0

• Microsoft Dynamic CRM 1.2
• Microsoft Dynamic CRM 3.0
• Microsoft Dynamic CRM 4.0
• Microsoft Dynamic CRM 2011
• Microsoft Dynamic CRM 2013
• Microsoft Dynamic CRM 2015
• Microsoft Dynamics CRM 2016
• Microsoft Dynamics 365
 Modules of Microsoft CRM

Sales Marketing Customer Care

Product Offerings:
• CRM Online :
• This is a cloud-based solution provided by Microsoft in which all the servers and
databases are managed by Microsoft.
• It supports relatively less customizations and extensions
• CRM Online supports automatic updates to future version.

• CRM On-Premise :
• This is an on-premise solution provided by Microsoft in which the servers and
databases are managed by the customer.
• It supports relatively more customization and extensions.
• CRM on-premise updates need to be installed by the administrator.