Microsoft Dynamics CRM

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Customer Relationship Management Software

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What is Microsoft CRM?

Microsoft Dynamics CRM is a fully integrated Customer Relationship Management solution from Microsoft which allows you to improve customer relationships which is essential for an organisation’s success.
The solution is now known as Microsoft Dynamics 365 for sales marketing and service and gives you a complete view of customer interactions across your sales, marketing, customer service and support teams, all with tight integration to Outlook and Microsoft Office.

The key benefits of using Microsoft Dynamics CRM for your organisation are:

  • Driving profitability
  • Developing customer relationships
  • Improving customer service levels
  • Increasing user efficiency levels

Having a fully integrated customer relationship management solution like Microsoft CRM allows you to succeed in today's highly competitive landscape. Another major advantage is that it drives better customer data in your organisation which helps drives your marketing campaigns, sales and customer retention.

Integration with Outlook

Most Businesses use Microsoft Outlook for email, meeting scheduling and contact management.

Microsoft Dynamics 365 integrates seamlessly with Outlook so users can access important CRM information from within Outlook, the tight integration between Dynamics allows users to capture customer information within a familiar interface; access to data can also be accessed off line.

Microsoft Dynamics 365 core areas

The core modules in Microsoft Dynamics 365 are sales, marketing, customer service, service, field service and project service.

The Sales Module includes many features, with the main categories being: pipeline and opportunities, pipeline optimisation, sales process automation, sales force automation and management of quotes and sales literature.

The Microsoft Dynamics 365 Marketing Module includes: campaign management, marketing list management, list segmentation, campaign management and a full set of marketing reports.

The Service Module Case Management has a searchable knowledge base, service contracts, email management and auto-response, it also has automated routing.

Customer Service allows you to earn customer loyalty by giving agents complete information and intelligence so they can provide a seamless service.

The Field Service Module will optimise schedules and equip your field workforce using predictive tools that increase profit.

The Project Service Module allows you to complete projects on time and on budget with intelligent and integrated project tools.

Microsoft dynamics

Empower your Mobile Workforce

Designed with your mobile workforce in mind, the Mobile CRM App enables field base staff to stay connected to customer data using their smartphones and tablets, allowing them to complete tasks on the road and boost productivity. The mobile CRM App can also work offline so users can are able to access key customer data even when they cannot get a connection.

Security Dynamics CRM is built on the Microsoft SQL Server, which offers increased security of your company data. Information that is stored will remain confidential and be safe from loss or corruption.

AlphaLogix has over 20 years’ experience in implementing successful CRM solutions, Contact Us Today to discuss your Microsoft Dynamics 365 project on 0330 043 0140 or email us at