MS CRM 2011 is a part of the Microsoft Dynamics family for customer relationship management. It was released in February 2011 with a run time of approximately 3.5 years compared to its previous version. Simultaneously, at that time, Microsoft also claimed that the MS CRM 2011 version had become one of the leaders in the CRM software market of its era.
This third generation of Microsoft Dynamics presents an extraordinary experience for the customer. In addition, it also provides a highly intuitive business perception as well as communication convenience among systems that have never existed in the two old versions.
Brief Overview of MS CRM 2011
Microsoft Dynamics CRM is one of the best customer relationship management systems powered by Microsoft. By that time, Microsoft has evolved the previous version (Microsoft Dynamics CRM 4.0) into MS CRM 2011 as the last simple version. It allows the user to get powerful magnification throughout mobility.
MS CRM 2011 offers its loyal users live information across various of both devices and browsers. The scope of Microsoft Dynamics 2011 includes marketing, sales, and services, which consist of the sales cycle of prospects. Additionally, this kind of CRM software is available in 41 languages around the world.
The Benefits of MS CRM 2011
MS CRM 2011 brings the solution layers to deliver well-ordered customization packages as well as web resources that will be deployed to customers. Compared to the earlier version, it has a significant alteration in the way data visualizations are easily recognized. Hence, it is easier for the user to highlight the important pieces of information.
All kinds of features and benefits in MS CRM 2011 set different targets for individuals, groups, organizations, or even companies. Those features and benefits help the company to increase efficiency, meet sales targets, and improve customer satisfaction. Furthermore, it can also enhance the individual’s as well as the team’s productivity.
The Features of MS CRM 2011
Microsoft Dynamics CRM 2011 introduces various useful features for users. The following text will be discussed further about those features.
1. Actual Charts and Dashboards
MS CRM 2011 provides real-time dashboards and charts to create an easy way of communicating business data through visual formats, including graphs or lists. Using these features gives users access to present more accurate data as well as timely business intelligence.
Microsoft Dynamics 2011 helps facilitate easy convenience in terms of sales, marketing, and customer service users in one place. The user does not need to jump into various areas of Microsoft Dynamics CRM to get the details. Besides that, the users can quickly build and customize their charts into a personalized dashboard.
2. Personal Default Display
This is one of the more useful things of MS CRM 2011 features. In this case, the user is allowed to set a default view according to their intention and imagination. Furthermore, the users can get the power to sort out each view as their default when accessing a certain zone. Hence, the users can meet their specific performance and information needs.
3. Quick Access Customization
A common benefit of CRM is it offers tools as well as solutions where users can store and share their data with other systems. Luckily, Microsoft Dynamic 2011 makes customization faster than in the previous version.
In this case, the ribbon feature on forms allows a user who has correct access to directly open the form’s customization without passing by the complicated thing. Moreover, this version lets the user drag and drop the form customization window without the use of green directional arrows.
4. Full Ribbon Contextual
In its mechanism, the ribbon UI has been implemented in MS CRM 2011 as well as in other Microsoft products. One of the benefits of the ribbon feature in CRM is that it offers a lot of additional features over the old toolbars.
The user can sort a case only from the list of views without opening the file first. Not only that, but the user can also add every single record of activities without needing to open the record file.
5. Audit Capability
Generally, an audit is the process of reviewing concrete data in a report. MS CRM 2011 provides the audit capability to track all saved records, the person in the database, or even previous information.
The design of the audit feature is to meet the audit, compliance, security, and governance policies of many regulated companies. Additionally, this feature tracks itself, involving all changes to audit settings at the organization, entity, and attribute levels.
6. Steady Customer Service
Generally, the purpose of CRM is to find out the needs and behaviors of customers, so that it can serve optimal service to them. Therefore, MS CRM 2011 builds a consistent as well as orderly stage that lets company employees and loyal customers navigate it through common practices.
Dialog features in this platform can always make the best interactive approach and process for customers. Meanwhile, the user has to think about the right technical support inquiries from the customer. Lastly, users can prepare the data recording to give professional customer service.
7. Friendly Data Import
In the CRM process, it may allow users to export data to Microsoft Excel. However, some users want to try something different, like changing data and updating records for example. Here, MS CRM 2011 plays its additional function to lighten the workload on the company’s team.
Microsoft Dynamic 2011 is great at providing entity-wise Excel templates with the available columns, hence allowing the users to copy and paste data. Besides that, users can examine a box while exporting to include re-import. Further, when users change data in a spreadsheet, the data can be re-imported back into CRM to get data source renewal.
8. SharePoint and NAV Integrations
While the previous version used some JavaScript, MS CRM 2011 comes up with original integration with SharePoint and NAV document libraries for its form management. That system of CRM will automatically create a new record and integrate it directly into the note for the user’s convenience.
The combination of these two products is believed to increase productivity by fostering deep interaction between front and back-office applications.
So, Could MS CRM 2011 be a Beneficial Platform to Use?
Microsoft Dynamics or MS CRM 2011 is a flexible platform that eases the user to accommodate the system’s processes and requirements without much customization.
Furthermore, the eight additional features suppose the user to meet the maximum goal and intention in their era. In this case, MS CRM 2011 plays its role as the supporting tool to help several improvements ranging from efficiency, sales targets, as well as customer satisfaction.