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Microsoft CRM Customization
Designed for maximum flexibility and low total cost of ownership, Microsoft CRM
adapts easily and affordably to meet business and industry-specific needs for
small to mid-market businesses.
Tailor the user interface, settings and workflow
processes
Without touching database code, your administrator or Sonoma Partners can
quickly and easily modify Microsoft CRM to meet needs specific to your
organization and industry.
Tailor forms and views
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Easily add new fields to the Microsoft CRM database schema to
fit the data needs of a specific industry or business. |
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Quickly customize virtually any form within Microsoft CRM -
accounts, contacts, opportunities, cases, orders, and more - so that you
capture and manage the exact data you need to increase sales and service
effectiveness. |
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Modify information views across the solution so that users can
see critical information at a glance and sort data across records according to
specific business needs. |
Modify business management
settings
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Flexible default settings let you accurately mirror your
business model by mapping organizational structures, including departmental,
management and team structures. |
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Ensure information is protected, yet accessible, by selecting
from a wide range of user roles and access rights, or modify or create roles
that fit unique needs. |
Automate business processes
with workflow
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Set up and modify rules that automate business processes,
including leads routing and notifications, opportunity and pipeline management,
case management, and data transfer to other applications. |
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With with the industry-leading sales methodology included with
Microsoft CRM, or build in your own methodology, to automate stages in the
selling process and establish milestones for assessing sales activity. |
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Create customized e-mails and set up specific rules for
automatic order fulfillment notification, leads and opportunity follow-ups,
service requests follow-ups, and more. |
Advanced Customizations
Microsoft CRM offers a rich environment for advanced customizations, including
open application programming interfaces (APIs), a comprehensive
Software Development Kit (SDK), and Microsoft BizTalk© Server 2002
Partners Edition.
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Build customized integrations with third-party business
solutions, using BizTalk Server technologies. |
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Extend the solution to Web services - for example, automatically
perform credit checks whenever new opportunities are created in Microsoft CRM. |
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Enchance Microsoft CRM functionality to fit specific verticals
and industries, or build new applications on top of the Microsoft CRM platform. |
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Attend one of our Microsoft CRM webinars
or view a previously recorded event. Get the insider details on Microsoft CRM.
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