Microsoft Dynamics CRM

When you aren’t coordinating your marketing, sales and customer services teams, you are missing opportunities to build long lasting relationships with your customers.

With Microsoft Dynamics CRM (Customer Relationship Management), you’ll give your customers a consistent experience with your organization and gain insight into their interests. Give your marketing, sales and customer service teams the tools to boost sales and service levels without ever leaving Outlook.

Microsoft Dynamics CRM includes powerful features and tools:

Deployment Senarios

CRM Deployment Options – Get What Fits Your Business

Youngland provides CRM solutions to fit each client’s unique business needs. Our consultants have extensive experience implementing both on-demand and on-premise Microsoft Dynamics CRM solutions.

  • Microsoft Dynamics CRM Online – Sign up a full-featured CRM solution. You can convert to a paid monthly subscription for limited operational expenses for each user per month.
  • Microsoft Dynamics CRM On-premise – For in-house deployments, contact Youngland today for technical requirements and Microsoft Dynamics CRM pricing and licensing information.

By analyzing the effectiveness of your sales and marketing through key performance indicators, you’ll be able to generate greater demand, better serve customers and track your organization’s progress for continued success.

Microsoft Dynamics CRM 2016

On November 30, 2015, Codenamed 'Ara', Microsoft Dynamics CRM 2016 is the most updated release for both Online and On-Premise solutions.

Microsoft is really focusing on helping companies “deliver customer experiences that are personalized, proactive and predictive.” The 2016 update will include Dynamics CRM, Parature, Dynamics Marketing, and Microsoft Social Engagement.

What's new? here are some of important capabilities:
1) An enhanced Excel experience within CRM, including new Excel templates to automate many core tasks. This helps customers across the board but particularly in the sales as it allows them to do things like calculate commissions or manage a sales forecast. Get analysis and insights directly in their sales processes, without the need to export or switch – just easy toggling to reduce countless steps and eliminate the complexity.

2) The next generation of CRM app for outlook enables people to track emails, add contacts from within an email or even create new records to track emails through the browser on PC, Mac or mobile browser on a phone.

3) Delve functionality to surface trending content that is most relevant to what a person is working on and what is trending around them. For example, Delve might show popular presentations or proposals to help our customers with their opportunity or account.

4) Contextual documents across SharePoint, OneDrive for Business, and Office 365 Groups for any CRM record. Customers can now seamlessly open various Office apps within CRM or the CRM mobile app. We’re making it easy for people to open a document in the CRM app using different application on various devices like Microsoft PowerPoint for iPad or Microsoft Word for iPhone. After reviewing the document, they can return back to the CRM app simply by just tapping on the “back” button.

5) Personalized sales documents based on CRM data are now easier to build with Document Generation. People no longer need to manually extract CRM data for documents such as account summaries, quotes/orders/invoices, product sheets in Word. Automation of this core sales task is another way we’re saving people time.

6) Next generation Cortana integration. Cortana integration pushes to the next level by embedding sales activities, accounts and opportunities into Cortana to surface what’s most relevant to salespeople at any time – across both personal and professional sources.

CRM 2015 Highlights

Improvements to product selling features help increase sales

Improvements to the product selling experience help sales operations managers and salespeople manage and sell your company's products more effectively:

  • Sales operations managers can easily add products to the system and bundle related products together so that salespeople can increase sales by encouraging customers to buy a group of products instead of single items. For example, you can pair a top-selling product with a less popular one, create groups of products to maximize the benefits for customers when they buy, and offer special discounts on bundled products.
  • Sales operations managers can provide tailored pricelists based on a salesperson's territory, or on the customer segment they're assigned to.
  • Sales operations managers or customizers can localize the product catalog for different regions with localization tools. Export and import field translations, and localize product attributes and metadata to make product details available to salespeople in their preferred language.
  • Salespeople can visualize all the products and product bundles your company sells by viewing products in hierarchical charts (similar to org charts). When pulling together an order, you can see all the products that are available to sell, and how they're related in a visual way. When you can see all product possibilities in one view, you're less likely to miss a potential sales opportunity.
  • Salespeople can see suggestions for cross-selling and up-selling, and get recommendations for accessories or substitutes.

Improvements to quick find make it easier to find customer records on the web app

Improved search capabilities provide a quick way for users to search across multiple record types on the web app. Now, by entering keywords in the search box on the nav bar, you can quickly find and navigate to a record from anywhere in the web app.

Microsoft Social Listening is now available for on-premises systems

With this release, you can access Microsoft Social Listening from within Microsoft Dynamics CRM, whether your organization uses Microsoft Dynamics CRM Online or CRM 2015 (on-premises).

New way to view accounts, products, and users helps you see how info is related

With this release, users can see how info is related or grouped by viewing accounts, products, or users in hierarchical charts. You can click a block of info to get more details and navigate to the info you're interested in. For example, from the hierarchical view for accounts, you can:

  • See how an account is doing in overall revenue
  • Drill into tiles for sub-accounts to see where the deals are coming from
  • Find out who is working on an account and enlist help from others by sending email or sharing the account with other salespeople
  • View important details about each account, such as credit limit and latest activity posts for the account

From the hierarchical view for products, you can see all the products available to sell, and how they're related in bundles or families. Salespeople can avoid missing a potential sale, because they can see all related products in one view. From the hierarchical view for users, you can find out who another team member's boss is, or who else is on their team, without switching to another app. Hierarchical views are also available on mobile.

Improvements to Quick Create let you add a contact within an opportunity

Now, when a salesperson adds a new sales opportunity to the system by using the Create command on the nav bar, the salesperson can also create a new contact at the same time. In previous releases, the salesperson needed to create the contact before using the Quick Create command to add an opportunity.

Synchronize more types of information between CRM and Outlook

Teams that use CRM for Outlook as their centralized information hub can synchronize more types of information now, including:

  • Additional contacts and tasks fields
  • Assigned tasks
  • Appointment attachments

Users can easily view the fields that are synchronized, which provides confidence about where the data comes from and how it's shared.

Business processes now allow you to “branch” to different steps based on rules and conditions

Now, business processes let you take a different “branch” (and handle a customer differently), based on things like the person's budget, the type of products the person buys, when the person plans to buy your products, or other conditions. For example, let's say that in the process of qualifying a lead you learn that the person plans to buy next quarter, which means that you'll need to pull together a sales proposal and get the right approvals. The business process you're following guides you through the right steps to handle this prospect, with no guesswork.

Little Known Facts

It was fascinating to see how the solutions we invested and developed brought us credibility in the marketplace with Microsoft technology, and they continued to grow and evolve.

Microsoft Dynamics CRM 2016
Microsoft Dynamics CRM 2016 was officially released on November 30, 2015

Microsoft Dynamics CRM 2015
Dynamics CRM 2015 was announced in September 2014.

Microsoft Dynamics CRM 2013
Dynamics CRM 2013 was released to a closed beta group on 28th of July 2013. The Online edition went live for new signups in October 2013. It was released in November 2013.

Microsoft Dynamics CRM 2011
Dynamics CRM 2011 was released to open Beta in February 2010. The product was then released in February 2011.

Microsoft Dynamics CRM 4.0
Dynamics CRM 4.0 (a.k.a. Titan) introduced in December 2007. It features multi-tenancy, improved reporting security, data importing, direct mail merging. Titan also implements CRM Online, a hosted solution that is offered directly from Microsoft. The multi-tenancy option also allows partners to offer hosted solutions to end customers. 4.0 is the first version of the product which has seen significant take up in the market and passed the 1 million user mark in July 2009.

Microsoft Dynamics CRM 3.0
The second version was rebranded as Microsoft Dynamics 3.0 (version 2.0 was skipped entirely) to signify its inclusion within the Dynamics product family and was released December 5, 2005. Notable updates over version 1.2 are the ease of creating customizations to CRM, the switch from using Crystal Reports to Microsoft SQL Reporting Services, and the ability to run on Windows Vista and Outlook 2007. Significant additions released later by Microsoft also allowed Dynamics CRM 3.0 to be accessed by various mobile devices and integration. This was the first version that saw reasonable take up by customers.

Microsoft CRM 1.2
It was released December 8, 2003.[5] Microsoft CRM 1.2 was not widely adopted by industry.

Microsoft CRM 1.0 
The story begins. 1.0 launched in January 2003

At Youngland, customer satisfaction is highly prioritized because we firmly believe that taking care of customers takes care of business. Our staff is dedicated to bring you exceptional care and support. With this as our business model, we are dedicated in providing our customers with the best services because their satisfaction is our reward.

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