Dynamics CRM Online

Microsoft Dynamics CRM Online is the Cloud based version of the world class Dynamics CRM solution and is offered as a Software-as-a-Services (SaaS), priced on a pay per use per month model requiring no capital investment in hardware, software, licenses. All you need to do is get it provisioned for as many users as you want and pay on a per user per month basis.


Manage prospect & customer data effectively

External data import and cleansing. Use pre-defined mapping rules or define new ones.

Customer Segmentation - Pinpoint your marketing efforts

Create highly targeted lists and associate with campaign. Use natural language queries to segment prospects / customers. Share lists with internal / external people.

Streamline campaign planning

Plan and track activities, tasks, budgets and details for each marketing activity. Set up product catalogues, price lists and discounts

Sales Force Automation

Improve sales planning & management

Set up and define territories, teams, price lists, discounts and unit groups, strong role-based and group-based permissions, best practices.

Automate your lead system

Track leads in one centralized system, automatically associate email messages with relevant leads or opportunities, assign leads and tasks automatically based on predefined rules , streamline lead scoring and conversion, Instantly segment your customer database to identify new leads

Manage opportunities effectively

Close deals faster by centrally tracking key deal information, effective team selling with team-based ownership, Customized offers and pricing for each opportunity, Competitor tracking

Customer Service

Manage accounts with insight and collaboration

Boost agent productivity with a familiar user interface that is natural and personal. Create business connections across CRM activities and entities. Build teams with users from multiple business units to own records and assigned roles. Audit changes to business data with automatic notification. Enable role-based access and permissions to accounts and data.

Enhance customer service with insightful, actionable intelligence

Track and measure performance for organizations, business units, teams, and individuals. Use inline visualizations for ad-hoc drilldown into key performance indicators (KPI). Stay current with dashboards of customizable real-time analytics. Import and export Microsoft Office Excel spreadsheets in real time. Use built-in reports or customize with Report Wizard.

Respond to cases quickly and precisely

Respond to cases faster with access to complete case and customer data. Use guided business processes and scripted dialogues to deliver fast and precise service. Manage cases across individual and team queues that are user friendly and configurable
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