Microsoft Dynamics CRM Small Business Server 3.0

Microsoft CRM 3.0 Small Business Edition provides increased security features that help safeguard customer information and your business data. Designed for fast implementation and streamlined maintenance, it lets you focus your time on customers rather than your IT infrastructure and speeds return on your IT investment

Microsoft CRM 3.0 Small Business Edition integrates directly into Outlook and other Microsoft Offi ce applications,
enabling you to work within the familiar, comfortable Outlook environment. The result: everyone in your company will quickly be able to begin using the tools it offers

Works the way you do
Microsoft CRM 3.0 Small Business Edition integrates directly into Outlook and other Microsoft Offi ce applications, enabling you to work within the familiar, comfortable Outlook environment. The result: everyone in your company will quickly be able to begin using the tools it offers for managing sales,service, and marketing processes.

Microsoft Dynamics CRM gives your employees direct access to customer information through Office Outlook, enabling access to the information they need whether in the office or on the road. Microsoft Dynamics CRM offers:

• Manage and develop customer relationships more easily by handling customer management tasks-including sending and managing e-mail, storing business contacts,and managing your appointment calendar-without leaving Outlook.
• Access customer information anywhere through enhanced data synchronization and mobility features that take advantage of the tools and information you need no matter where you are.
• Improve productivity through automation using built-in intelligence that simplifi es and automates everyday tasks.
• Personalize your experience by creating a workplace profi le that delivers instant access to the customer information and activities you use most.

Works the way your business does
Every company has its own processes, its own culture, and its own way of reaching out to customers. Microsoft CRM 3.0 Small Business Edition is a fl exible solution that can be easily customized to your company's needs today, while providing a platform that will grow as your business expands.

• Meet your company's specifi c business requirements by tailoring Microsoft CRM 3.0 Small Business Edition to match your unique business situation. Use intuitive,Webbased design tools to modify application forms, data fi elds,and relationships.
• Streamline business processes through process automation that transforms repetitive work tasks into powerful business workfl ow.
• Integrate applications and information using Web services to create seamless links across systems and platforms.
• Measure the success of your business processes with powerful tracking and analytic tools that help you monitor your business and make better decisions more quickly.

Works the way technology should
Microsoft CRM 3.0 Small Business Edition takes advantage of Windows Small Business Server 2003 Premium Edition to provide greater reliability and performance, improved management, and better security, while delivering capabilities that will let you focus on building better relationships with your customers rather than worrying about running your CRM solution.

• Protect the security of customer information with a security-enhanced platform built on Windows Small Business Server 2003 Premium Edition that is designed to help keep your company's business data safe, secure, and confi dential.
• Get up and running quickly with streamlined installation processes and enhanced diagnostic and troubleshooting tools that signifi cantly reduce setup time.
• Run your business with confi dence that your CRM solution is always available. Built on proven Microsoft technologies, Microsoft CRM 3.0 Small Business Edition offers increased levels of dependability and reliability.

What's new in Microsoft Dynamics CRM 3.0

Microsoft Dynamics CRM 3.0 was designed to give businesses what they want most in a CRM system-a customer relationship management that people will use.

It works the way your business does. Your information technology (IT) staff can integrate Microsoft CRM with existing systems. Your sales forces can use Microsoft CRM without ever leaving Microsoft Outlook.

Microsoft Dynamics CRM comes in two editions:

• Microsoft Dynamics CRM 3.0 Small Business Edition
• Microsoft Dynamics CRM 3.0 Professional Edition

Both build on previous versions to help businesses of all sizes develop stronger and more profitable relationships. Here's a quick look at the latest Microsoft CRM features.

Improved Microsoft Office Outlook integration: Work without leaving Outlook
The foremost design objective in creating Microsoft CRM 3.0 was tighter integration with Microsoft Office Outlook, the most used application in the Office suite. Tighter Outlook integration means less application-switching, faster adoption by users, and higher productivity for every customer-facing employee in your organization. Users can look up customer information, send and manage e-mail, set up appointments, and capture customer discussions, all without ever leaving Outlook.

New marketing automation module: Create sales and marketing campaigns fast
Microsoft CRM contains sophisticated marketing capabilities for planning, implementing, and monitoring multi-tier sales and marketing campaigns. Marketing and sales personnel can quickly create a list of leads, craft a letter or direct-mail piece using integrated products such as Microsoft Office Word, launch the campaign, and then track the progress and results. You can even track costs and revenue results of campaigns. Using the Quick Campaign wizard, marketers and salespeople can generate a quick customer e-mail and send it to a targeted list in minutes. Microsoft CRM will automatically track the results.

New service scheduling module: Helps your staff sell more while improving customer service
Microsoft CRM includes a sophisticated scheduling engine that helps you sell and schedule services to customers. Through the new Service Calendar, any authorized user-service managers, salespeople, or customer service representatives-can survey companywide resources and book an appointment, which is automatically added to the customer's Microsoft CRM record. You can easily incorporate your organization's business logic into the Service Calendar, specifying, for example, special skills or workdays of different technicians. The Service Calendar shows companywide resource availability at a glance, helping you service customers faster and make optimal use of resources such as people, vehicles, and facilities.

Easier customization: Tailors to your company's needs quickly
Microsoft CRM can easily be customized for any business. Any non-technical user can create a new object with a few mouse-clicks-no need to write code or even leave the application. This makes it very easy to tailor Microsoft CRM to a specific industry or individual company. Deeper customizations that do require programming are also simpler, lowering the cost of having a Microsoft Partner incorporate your business logic, customize the user interface, or link Microsoft CRM to another application. Microsoft CRM also contains a host of workflow improvements such as auto-fill of name and date fields, and next-step recommendations that speed application use and improve worker productivity.

Improved reporting: Drill into the details fast
Getting information out of Microsoft CRM is just as easy as putting it in. You can of course export any subset of Microsoft CRM data to Microsoft Office Excel spreadsheet software for analysis. Microsoft CRM also provides a number of standard, one-button reports using Microsoft SQL Server Reporting Services as the underlying report engine. You can create custom reports that are accessible from within Microsoft CRM through an e-mail subscription service or over a Microsoft Office SharePoint Portal Server site. Users can save frequently used reports, which are refreshed with current data every time they're opened. Best of all, security clearances are built into every report. Users only have access to the data they're authorized to see.

Microsoft Dynamics CRM : Datasheet

• Dual 1.8 GHz Pentium (Xeon P4) / Dual 1.8 GHz Pentium (Xeon P4) or better Recommended
• 512 MB (1 GB recommended)
• 8 GB free hard-disk space / SCSI with hardware RAID 5
• Network card: 10/100 Mbps / Dual 10/100/1000 MBPS Recommended
• Microsoft Windows 2000 (Server or Professional) SP4, Windows XP Professional SP1, or Windows Server 2003 (Web, Standard, or Enterprise)
• IIS: Version 5.0 (included with Windows 2000 Server) or later / Version 6.0 (included with Windows Server 2003) Recommended
• Microsoft Data Access Components (MDAC): Version 2.71a / Version 2.8 (included with Windows Server 2003)
• Two modems, one for Shared Fax Service and one for Remote Access Service, Shared Modem Service, and Internet Security and Acceleration Server dial-up service

Note: When you use Microsoft Windows 2000 Server or Windows Server 2003, you can combine Microsoft CRM Server on the same computer as either SQL Server or Exchange Server, but Microsoft does not recommend these configurations.

Product information is advisory only. Specifications and compatibility should be checked with the manufacturer before order. Images are for illustrative purposes only.