The holidays are right around the corner, and that means it’s time to send out the annual holiday card to thank your clients for their business. Unfortunately, you can’t seem to find that Excel spreadsheet with all of your clients’ contact information – or locate the stack of business cards you thought you left in your desk drawer.
Today, there’s a solution to that problem: Microsoft XRM, the latest evolution of Microsoft Dynamics™ CRM software. The solution is built on the premise of “one platform, multiple applications” -- leveraging a flexible and powerful platform, and the applications sitting on that platform, to meet any and all business requirements. Microsoft XRM stretches beyond providing businesses with tools to manage relationships with customers, and instead offers “Anything Relationship Management.”
Just as no two people on a shopping list have the same holiday wish, no two businesses have identical needs. That’s where the Microsoft XRM 80/20 rule comes into play. By leveraging the Microsoft .NET framework, the solution allows 80% of business requirements to be achieved by using and integrating out of the box. The last 20% can be achieved through custom development to make the application do exactly what a business needs.
Watch this Microsoft XRM to discover just how many business applications can be managed with this solution, including asset management, supplier management and vendor management.
Arbor Day Foundation Large Nonprofit Cuts Development Time by 300 Percent Using xRM With the support of nearly one million members and partnerships with large public and private supporters, the nonprofit Arbor Day Foundation carries out its mission as the world’s largest tree-planting organization. As the Foundation expanded, leaders recognized the need to replace its aging system with a flexible solution that the IT team could customize to manage interactions with an increasingly diverse group of supporting organizations. The Arbor Day Foundation opted to take advantage of the xRM application platform layer that underpins Microsoft Dynamics® CRM to rapidly develop and deploy customized relational applications for its many conservation programs. This new platform helped the organization reduce application development time by as much as 300 percent, improved agility and scalability by empowering IT to drive change and innovation, and strengthened overall productivity. Click here for entire case study.....
Portal Integration Accelerator Extending Microsoft Dynamics Solutions, Microsoft offers
CRM accelerators, bundled extensions to Dynamics CRM, free to existing Microsoft Dynamics CRM customers.Social Networking AcceleratorMonitor and analyze customers’ conversations on social networking sites. Currently, this Microsoft Dynamics CRM accelerator integrates with Twitter. More networks to follow. Read more.
Discover ERP and CRM software your people can actually use
Microsoft DynamicsERP and CRM software works like and with Microsoft software you already use. So your people can adopt it quickly and work efficiently. Watch this video and see what your business can be like when everyone gets it.
Today businesses are asked to do more with less. When it comes to enterprise software, Microsoft Dynamics CRM delivers exceptional value, because it is:
Flexible, with the Power of Choice in deployment, purchase, and use.
Familiar, with an intuitive user interface, so your users can be immediately productive.
Designed to fit your business, delivering ease of customization and integration.
Affordability. Not only do you get competitive pricing for both on-demand and on-premise deployments, your maintenance fees are also waived for the first year. Plus, certain customers can qualify for 0% financing until March 20, 2009.
Great Fit. Because Microsoft Dynamics CRM is based on a service-oriented architecture (SOA), it easily integrates into your existing systems using industry-standard Web services. Its exceptional customization feature also simplifies adapting it to your processes, models, and technology infrastructure. Learn more about the technology.
Operational Insight. The reporting engine generates compelling data reports within Microsoft Dynamics CRM to help you make informed business decisions. Get deeper insights by integrating Microsoft Dynamics CRM with Microsoft Business Intelligence products for performance management, scorecards, data mining, and OLAP reporting.
Rapid Innovation. History tells this story best: Microsoft launched Microsoft Dynamics CRM 4.0 in December 2007, and in April 2008, Microsoft Dynamics CRM Online, an on-demand service, was introduced. In less than a year, the September 2008 and March 2009 Service Updates for Microsoft Dynamics CRM Online was released. At the end of 2008, several free CRM Accelerators were launched with new functionality for Analytics, eService, Event Management, and Enterprise Search, as well as a Business Productivity pack, Extended Sales Forecasting, CRM Notifications, and Sales Methodology support. And more innovation is currently in development.
The Power of Choice. Microsoft Dynamics CRM offers solutions that make sense for you today and in the future. You can choose to deploy Microsoft Dynamics CRM in-house, or let us host it for you. You can choose how your people interface with it—through Microsoft Office Outlook, a browser, or a mobile device. You can even decide whether to buy it or—in effect—to rent it. The best part? It's easy to switch if your business needs change.
High User Adoption Rates. Microsoft Dynamics CRM works within Microsoft Office Outlook, one of the most popular applications that people use every day. This high level of comfort with Office Outlook can help to significantly drive user adoption and success. Want to know more? See what customers like Reed Smith and Plante & Moran say.
Top-Flight Functionality. Learn how the innovative functionality in Sales, Customer Service, and Marketing makes Microsoft Dynamics CRM an effective way to stay in touch with your customers and drive your business goals.
World-Class Customers. Microsoft Dynamics CRM is designed to meet the needs of companies of all sizes—from small businesses to large enterprises. Today, Microsoft Dynamics CRM is used by more than 750,000 people, including some of the world's largest organizations, in financial services, professional services, manufacturing, and the public sector. See what Microsoft Dynamics CRM customers have to say.
Unmatched Value. The combination of top-rated functionality, high user adoption rates, the flexibility to adapt to your business needs, and an affordable price makes Microsoft Dynamics CRM an excellent choice. Buy now, get started with a free trial, or simply contact us for more information. We look forward to showing you more about the power and flexibility of Microsoft Dynamics CRM.
CRM Market Grows 12.5% in 2008 Businesses facing our current economic situation understand the importance of retaining customers. According to BtoB Online, the need to retain customers helped boost customer relationship management expenditures to $9.15 billion in 2008. This is up 12.5% from 2007.
Web-based CRM solutions accounted for almost 20% of the total CRM software market last year, up from 15% the previous year.
Additionally, this article states that another reason for the increase in need for CRM management solutions is the growing importance of tracking customer conversations and participation in online forums and within social networks.
Of the CRM solutions providers experiencing this increase, Microsoft Dynamics CRM experienced the strongest growth in the sales of CRM software by boosting sales 75% in 2008.
Discover how Microsoft Dynamics CRM can help your business retain customers in our economic times with InterDyn BMI, and read the rest of the BtoB Online article here.
Microsoft Dynamics CRM Anchor Page Webinar: August 12, 2009 @ 10am This webinar will give you an overview of the new Microsoft Dynamics CRM Anchor Page views & SharePoint Integration! This enhancement will give your CRM users 90% of the information they need on ONE page! For full details please click here.
Benefits of the Microsoft Dynamics CRM Anchor Pages: Convenience of staying with in outlook! 90% of all information needed daily is on one screen Help to drive ROI through increased companywide productivity
If you would like to regsiter for this event please email audra.carlisle@interdynbmi.com or call 651-746-1466.
InterDyn BMI and GoIWx team up for hosted trial of Microsoft Dynamics CRM free for 30 days
InterDyn BMI, a Microsoft Gold Certified Partner who specializes in integrating and delivering all aspects of a client's business IT needs including Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), e-Commerce, Systems Engineering, Business Process Consulting and Custom Application Development, recently announced a strategic partnership with GoIWX, a leader in IT hosting, Software Plus Service (S+S) and Software as a Service (SaaS). As the next step in a partner hosted offering in the SaaS model, InterDyn BMI in conjunction with GoIWx is announcing a free Microsoft Dynamics CRM 4.0 trial for 30 days and packaged Training for Microsoft Dynamics™ CRM. InterDyn BMI will offer online, instructor led Microsoft Dynamics CRM training at packaged pricing. The training environment will provide base product functionality and will not be configured to client specifics.
GoIWx President and CEO, RJ Burgess sees this coordinated offering as a excellent opportunity to help SMB's to make the move to Microsoft Dynamics CRM 4.0 free for 30 days, while providing the opportunity to help the users get the hands-on training any organization needs to either bridge the gap from an older CRM program and get up to speed with new features of the software and at the same time, customers won't have to invest in the IT infrastructure new CRM implementations often require. "This makes the move to the SaaS model more attainable without the large CAP-X expenditures." says Brian Campbell, CRM Sales Manager. “With the CRM program we've just announced we believe customers have greater flexibility and get a better value with the GoIWx hosted model than with CRM Online. We achieve a greater level of flexibility in the installation and configuration.
InterDyn BMI is focuses on the sales, implementation and training for their clients to create comprehensive business solutions utilizing Microsoft Dynamics. There are several significant benefits to a program like this." Campbell continues, “This offer provides an option to get up and running on Microsoft Dynamics CRM at a low cost. This will allow the clients to recoup the investment with a faster uptime.”
For this joint endeavor, the training offering will be held online and instructor led. This venue allows for interactivity with the attendees and will provide training materials and lab exercises. The training package offer requires a minimum purchase of 3 user license and the installation of non customized or minimally configured Microsoft Dynamics CRM application in the GoIWx hosted environment.
Hosting can provide customers an "out of the box" solution which is low cost, with great training designed to fit their needs. Clients with more robust configuration can still get lower cost, with a quicker uptime, and spend CAPEX dollars on tailored training and realize more of an immediate gain. By going partner hosted, we can provide clients of varied needs, a higher return on investment.
In addition to CRM training, InterDyn BMI offers customization services, SQL Reporting services, installation and upgrades, advanced workflow training, and SharePoint installation and implementation.
About InterDyn BMI: Established in 1985, InterDyn BMI's mission is to enhance the lives of its employees and customers by working together to provide quality business solutions. We pride ourselves on representing and being a top business intelligence partner with the leading software providers in the marketplace. These Microsoft Dynamics solutions include Microsoft Dynamics GP, Microsoft Dynamics CRM, Microsoft Dynamics AX, Microsoft Dynamics RMS, iMIS and Open Systems. InterDyn BMI is based in St. Paul, MN. For more information about InterDyn BMI, call 1-866-264-3249 or visit http://www.interdynbmi.com/.
About GoIWx: Founded in 1995, GoIWx is a leading provider of IT Hosting—services that link business and IT. Our products and services have helped many companies reduce IT administration and increase integration in business tasks. GoIWx is a privately held corporation based in Minneapolis, MN. For more information about GoIWx, call 1-952-258-6300 or visit http://www.goiwx.com/
Join InterDynBMI Wednesday, August 12 @ 10am for a Microsoft Dynamics CRMwebinar specific to new enhacements that CRM users within your organization can benefit from!
This webinar will give you an overview of the new Microsoft Dynamics CRM Anchor Page views & SharePoint Integration! This enhancement will give your CRM users 90% of the information they need on ONE page! To learn more click here to register today!
Sample Anchor Page: Click on image to enlarge
Benefits of the Microsoft Dynamics CRM Anchor Screens:
Convenience of staying with in outlook!
90% of all information needed daily is on one screen
Help to drive ROI through increased companywide productivity
• Gather information about the customer’s entire experience—from the reservation and transaction level on up—to refine your services and deliver more value. • Win customer loyalty and increase revenue by providing more personalized service. • Generate customer profiles to segment customers and better target your marketing efforts.
Guest Insight With Microsoft Dynamics CRM, you can get rich information about every guest or customer. By using this information, you can provide personalized attention to your customers, to deliver a more compelling experience and keep them coming back. And, because Microsoft Dynamics CRM offers a familiar interface that is easy to use, adoption is quick. • Gather consistent customer data in a single information repository to better understand each guest’s needs and enhance and cultivate profitable customer relationships. • Measure and learn from customer behavior how to improve your product and service development as well as performance management. • Reduce IT costs and complexity with a flexible infrastructure that gives you the ability to integrate CRM with your back-end systems and share customer information across departments.
Customer Service Create strong relationships with guests to build repeat business and gain loyalty. By capturing every guest interaction, regardless of channel, you add to your knowledge base. With this valuable information, you can better meet guest needs, to give you a competitive edge. • Manage and track all guest-facing activities. • Identify trends and provide personalized service with access to real-time, actionable data. • Use shared document repositories to improve the quality and efficiency of organizing teams, meetings, and deliverables. • Take advantage of document version controls to accelerate approval workflows and deliver better service. • Benefit from advanced security that helps protect customer and company data.
Sales and Marketing Enhance your processes to gain more value from your sales and marketing activities with easy access to information across sales and marketing. Up-sell and cross-sell more efficiently and transform your customer interactions into marketing opportunities. • Automate marketing processes to respond quickly to requests and inquiries and set reminders for follow-up. • Easily associate events and ticketing with accounts and sponsorships. • Improve sales opportunities for group sales and packages with easy access to customer data. • Segment your customer base to target your marketing efforts appropriately and optimize your return on investment. • Identify high-value customers across franchises and venues. • Provide mobile access to CRM data, so salespeople have access to comprehensive customer information while on the road.
Please note that effective June 22, 2009, in response to customer feedback and as part of Microsoft’s continuous efforts to provide world-class support for its products, the company is updating the Microsoft Support Lifecycle policy for service packs for key Microsoft Dynamics products.
Microsoft is extending the service pack support policy for Microsoft Dynamics GP, Microsoft Dynamics AX, and Microsoft Dynamics CRM to 24 months of support for a previous service pack, when a new service pack is released. Previously, when a new service pack was released for these products, Microsoft provided 12 months of support for the previous service pack.
Microsoft Dynamics CRM has been positioned in the Leaders quadrant of the Gartner Inc. CRM Customer Service Contact Centers 2009 Magic Quadrant, a research report that looks at contact center desktop software for customer service and support that is best suited for different economic situations.
“As a result of the economic slowdown, business leaders are focusing on the central role of customer service to simultaneously lower costs and build customer loyalty,” said Michael Maoz, vice president and distinguished analyst, Gartner Inc. “The loss of a profitable customer, or a potentially profitable customer, is expensive and preventable. The contact center, which integrates and synchronizes post-sales customer interactions, is the most critical flash point for the customer relationship.”
“Business leaders are being challenged to drive higher customer satisfaction and retention while their budgets are under pressure,” said Brad Wilson, general manager of Microsoft Dynamics CRM at Microsoft. “Microsoft Dynamics CRM delivers powerful customer service solutions through either on-premises or on-demand deployments, enabling more choice and flexibility for our customers and partners with a rapid time to value.”
Your company has unique needs to thrive within your industry. Microsoft has extensive experience working with organizations of all types and sizes. Together we deliver CRM solutions tailored to your industry so you have the tools and capabilities to easily create and maintain a clear picture of customers, from first contact through the entire customer life cycle.
Education Improve teaching and learning opportunities for instructors and students while improving administration efficiency.
Financial Services Enhanced delivery of high-quality, personalized services for banks, wealth management firms, and insurance providers.
Government Efficient constituent service and information sharing for state, city, and local government agencies.
Professional Services Increased profitability and client service for accounting, legal and business consultants.
Health and Social Services Reduce the administrative burden, freeing more time for case workers to focus on clients.
Healthcare Providers Improved processes and cost-effective care for hospitals, clinics, and long-term care facilities.
Manufacturing Streamline processes and minimize inventory-carrying costs for producing goods from raw materials.
Retail can help retailers stand out from the competition. With rich information about every customer, you can provide personalized care to build customer loyalty and increase your revenue.
NEXT STEP: I’d like to propose we engage in a discussion and solution demonstration to give a vision for how Microsoft Dynamics® CRM could help your company save money in a down economy. We have an on-demand webcast called Choosing the Right Customer Relationship Management Solution which could serve as a great foundation before a more personalized meeting. I look forward to discussing next steps.
Microsoft Corp. today announced (July 9, 2009) new CRM Accelerators for Microsoft Dynamics CRM that help organizations reduce costs and establish business insight across social networks, channel-centric organizations and Web interaction channels.
Social Networking Accelerator The Social Networking Accelerator allows business professionals to monitor and analyze customers’ conversations on social networking sites, and as a result, provides real-time status updates about their products and services. This accelerator delivers integration with Twitter; other networks will be introduced in future releases.
Partner Relationship Management (PRM) Accelerator The Partner Relationship Management (PRM) Accelerator allows businesses to use Microsoft Dynamics CRM to distribute sales leads and centrally manage sales opportunities across channel partners. It provides pre-built extensions to the Microsoft Dynamics CRM sales force automation functionality, including new data entities, workflow and reports. Using the PRM Accelerator, companies can jointly manage sales processes with their channel partners through a centralized Web portal, as well as extend this integration to automate additional business processes.
Portal Integration Accelerator The Portal Integration Accelerator easily connects Microsoft Dynamics CRM to an organization’s Web experience. With this added capability, a business analyst can use point-and-click configuration — as opposed to Web development — to rapidly extend to the Internet any business process and drive costs out of everyday business interactions.
If you have questions about the new Microsoft Dynamics CRM Accelerators contact InterDyn BMI today!
Manufacturing Organizations Can Benefit From Microsoft Dynamics CRM
In our current economy, manufacturers know that great sales, marketing and service can make or break their business. Successful manufacturers have to employ a sophisticated CRM solution that offers a comprehensive view of complex customer information and interaction, and that can integrate efficiently with legacy systems.
Manufacturers need look no further than Microsoft Dynamics CRM to best serve their customers. Below are three benefits that Microsoft Dynamics CRM can offer manufacturing organizations:
Improve Customer Experience – Customer information is accessed faster and customer questions can be addressed more efficiently when complete customer information is centralized.
Improve Productivity – Customer service representatives can be more efficient at processing customer cases with the self-service functionality. This allows the same number of service representatives to process more customer cases.
Reduce Errors – Microsoft Dynamics CRM helps eliminate manual entry of customer information, which greatly reduces errors in the customer database.
To ensure your manufacturing company maintains its competitive edge, contact InterDyn BMI. We can help implement a CRM solution for your organization to meet sales and service challenges in a cost-effective way.
InterDyn BMI and GoIWx team up for hosted trial of Microsoft Dynamics CRM free for 30 days
Minneapolis, Minnesota - May 7, 2009 - InterDyn BMI, a Microsoft Gold Certified Partner who specializes in integrating and delivering all aspects of a client's business IT needs including Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), e-Commerce, Systems Engineering, Business Process Consulting and Custom Application Development, recently announced a strategic partnership with GoIWX, a leader in IT hosting, Software Plus Service (S+S) and Software as a Service (SaaS).
InterDyn BMI will offer online, instructor led Microsoft Dynamics CRM training at packaged pricing. The training environment will provide base product functionality and will not be configured to client specifics.
GoIWx President and CEO, RJ Burgess sees this coordinated offering as a excellent opportunity to help SMB's to make the move to Microsoft Dynamics CRM 4.0 free for 30 days, while providing the opportunity to help the users get the hands-on training any organization needs to either bridge the gap from an older CRM program and get up to speed with new features of the software and at the same time, customers won't have to invest in the IT infrastructure new CRM implementations often require. "This makes the move to the SaaS model more attainable without the large CAP-X expenditures." says Brian Campbell, CRM Sales Manager. “With the CRM program we've just announced we believe customers have greater flexibility and get a better value with the GoIWx hosted model than with CRM Online. We achieve a greater level of flexibility in the installation and configuration.
InterDyn BMI is focuses on the sales, implementation and training for their clients to create comprehensive business solutions utilizing Microsoft Dynamics. There are several significant benefits to a program like this." Campbell continues, “This offer provides an option to get up and running on Microsoft Dynamics CRM at a low cost. This will allow the clients to recoup the investment with a faster uptime.”
For this joint endeavor, the training offering will be held online and instructor led. This venue allows for interactivity with the attendees and will provide training materials and lab exercises. The training package offer requires a minimum purchase of 3 user license and the installation of non customized or minimally configured Microsoft Dynamics CRM application in the GoIWx hosted environment.
Hosting can provide customers an "out of the box" solution which is low cost, with great training designed to fit their needs. Clients with more robust configuration can still get lower cost, with a quicker uptime, and spend CAPEX dollars on tailored training and realize more of an immediate gain. By going partner hosted, we can provide clients of varied needs, a higher return on investment.
In addition to CRM training, InterDyn BMI offers customization services, SQL Reporting services, installation and upgrades, advanced workflow training, and SharePoint installation and implementation.
About InterDyn BMI: Established in 1985, InterDyn BMI's mission is to enhance the lives of its employees and customers by working together to provide quality business solutions. We pride ourselves on representing and being a top business intelligence partner with the leading software providers in the marketplace. These Microsoft Dynamics solutions include Microsoft Dynamics GP, Microsoft Dynamics CRM, Microsoft Dynamics AX, Microsoft Dynamics RMS, iMIS and Open Systems. InterDyn BMI is based in St. Paul, MN. For more information about InterDyn BMI, call 1-866-264-3249 or visit http://www.interdynbmi.com/.
About GoIWx: Founded in 1995, GoIWx is a leading provider of IT Hosting—services that link business and IT. Our products and services have helped many companies reduce IT administration and increase integration in business tasks. GoIWx is a privately held corporation based in Minneapolis, MN. For more information about GoIWx, call 1-952-258-6300 or visit http://www.goiwx.com/
Packaged Training for Microsoft Dynamics™ CRM: InterDyn BMI will offer online, instructorled Microsoft Dynamics CRM training at packaged pricing. The training environment will provide base product functionality and will not be configured to client specifics. This training offer requires a minimum purchase of 3user license and the installation of noncustomizedor minimally configured Microsoft Dynamics CRM application in a hosted environment. Training will be: 1) Online 2) Instructor led 3) Live 4) Interactive 5) Training materials with lab exercises will be provided.
Environment: 1) Students will use their own computers and be required to have an internet connection 2) Students will phone into a conference phone number for the audio 3) Students will connect remotely to a live session for the instructionledportion of the training. 4) Students will use the client’s environment to complete the lab portions of the training 5) Each student will be provided an electronic copy of the training materials with lab exercisesprior to the class and the students or client will be responsible for printing the training materials. 6) We will continue to perform customized training for clients requiring business specific trainingat a time and materials cost.
March 19th, 2009- Microsoft Released released the latest version of Internet Explorer 8 (IE8).
1. It is fully tested and supported. NO NEED TO WORRY ABOUT COMPATIBILITY! IE8 has undergone a rigorous 12 month beta, and Dynamics CRM was one of the key "test products" for the IE team when working through their validation and tests. The IE team and CRM team worked closely together to insure that Dynamics CRM worked with IE8, and IE 8 is now an officially supported browser for Dynamics CRM 4.0.
2. Built in development tools. If you are the developer type, you probably used tools like DOMspy or the Internet Explorer Developer Toolbar to identify CRM page elements, like Nav Bar links, to use in creating javascript. With IE 8, there is no more need for these tools, as the developer tools are built into the browser (under Tools menu-->Developer Tools)
3. Color coded tabs. This is a major usability enhancement for Dynamics CRM. As any user of Dynamics CRM can attest, CRM can open many IE windows. For example, when you open up an Account, a new window is launched, then if you open an activity associated with the account, another window opens. Tabbed browsing in IE 7 helped get control of these windows by allowing users to have one IE window open with multiple tabs. However, one potential problem is that if you also have some other sites open, perhaps researching a potential customer on MSN Money, the CRM windows can get lost among all of your other sites.
IE 8 solves these problems by grouping tabs from related sites together, and color coding them, so you will never mix up your CRM tabs with your Twitter tabs.
Accelerators are a range of add-on solutions developed for Microsoft Dynamics CRM 4.0 customers. Each accelerator is available and will showcase how the Microsoft Dynamics CRM 4.0 platform can be configured and extended to broaden marketing, sales and service capabilities. Microsoft Dynamics CRM customers are encouraged to further extend these accelerators to meet their specific business needs.
Each accelerator may consist of the following:
Customizations (entities, forms, views)
Workflow defintions
Business Intelligence elements such as custom reports (.RDL’s)
Functional code samples (strictly adhering to SDK guidelines)
Documentation for installing, operating, localizing and extending the solution
An automated installer
Each accelerator will be fully supported as per any other customization for Microsoft Dynamics CRM that follows SDK guidelines. Additionally, all samples are supplied with full source-code so they can be extended further to meet specific customer requirements. Because of Microsoft Dynamics CRM’s services-based architecture and metadata-driven application capabilities, accelerators can be deployed for both on-demand and on-premise environments.Through accelerators, customers and partners benefit from new functionality on a more frequent basis, and they can be deployed to their environment quickly and easily.The list of accelerators is as follows:
Analytics
eService
Event Management
Enterprise Search
Sales Methodologies
Extended Sales Forecasting
CRM Notifications
Newsfeed Business Productivity
Click here to contact InterDyn BMI for more information regarding the new Microsoft Dynamics CRM Accelerators.
This quarterly publication is designed to educate and enlighten you; our valued customer and business partner and keep you up-to-date on the latest products, trends and practices in the fields related to the products and services offered by InterDyn BMI. We would like to take this opportunity to thank you for your continued trust and we look forward to developing a long-lasting business relationship with you and your organization!
Dynamics CRM 4.0 is an all-new offering from Microsoft, and one worthy of the excitement surrounding it. This solution lets you and your employees effectively manage client relationships using software you’re already familiar with, like Microsoft Office.
Using Dynamics CRM’s instinctive interface, you can access and manage sales, marketing, and customer service options that will let you deliver better service to your clients. And we all know that better service is better for your business.
Dynamics CRM gives you the power to make sound business decisions based on client history, helping you market effectively to new clients. This way, you can manage your business while you strategically plot your company’s growth.
But don’t just take our word for it. SIGN UP FOR OUR MICROSOFT DYNAMICS CRM BLOG TO FIND OUT MORE INFORMATION ON HOW YOU CAN TEST DRIVE MICROSOFT DYNAMICS CRM 4.0
Once you’ve had a chance to use it, it will be clear that Microsoft Dynamics CRM 4.0 is a sound business solution that will easily integrate into your everyday operations.
Reason #1: Hands-on training •Get an overview of how the Microsoft Dynamics product line can help increase your return on investment by offloading and automating many day-to-day mundane tasks, freeing you up to focus on more important duties •Concurrent Sessions—provide attendees with your skills in training sessions built around Microsoft Dynamics solutions •Technical Support Desk—receive real-time assistance and learn new approaches to Microsoft Dynamics solutions directly from Microsoft
Reason #2: See and try new products and technologies •Microsoft® User Experience Center—provides hands-on opportunities for you to experience new products and technologies first hand, and provide feedback directly to Microsoft developers •See how Microsoft Dynamics solutions take advantage of the latest Microsoft technologies, including Microsoft Office SharePoint® portal and Microsoft SQL Server® data management software •Hear from Microsoft executives about the future of the products and solutions
Reason #3: Optimize your business •Learn how successful businesses like yours use the power of Microsoft Dynamics to run their business more efficiently •Gain the insight you need to improve process efficiency and decision making, ultimately driving more to the bottom line •Learn how to optimize your IT infrastructure •Use Microsoft Dynamics solutions to respond to your customers’ increasing demands for order and inventory visibility and reduced lead times •See how to effectively use customized reports, Web-based dashboards, and real-time alerts to improve the efficiency of the entire supply chain
Reason #4: Networking •Connect with your peers, your partner, and Microsoft product expertsto experience the strength of the Microsoft Dynamics community—and gain insight into the full range of Microsoft product offerings, vision, and strategy •Interactive discussions—these sessions provide technical decision makers (TDMs) and IT personnel with an overview of the Microsoft Dynamics product line, a forum for learning from other IT teams that may face similar challenges, and an opportunity to receive hands-on experience using the products •ConvergenceConnect—participating in this online networking forum gives TDMs an opportunity to formally and informally meet otherTDMs to build contacts, share experiences, and acquire tips and suggestions for using Microsoft Dynamics solutions—before andduring Convergence 2009 New Orleans
Reason #5: An overall great experience Quotes from customers who have attended: “Convergence is a wonderful place for partners and customers to understand what Microsoft is doing from a product platform perspective, not just specifically to the individual product they might own today, but the entire platform that Microsoft has to offer.” —Ryan Toenies, Convergence attendee “We like going to Convergence because it gives us an opportunity to see all the new products, see the things that the third-party vendors have to offer to go with the products, and find things that we can use in our business to be more efficient and more effective.” —Jim Noblitt, Convergence attendee
Convergence is the premier Microsoft Dynamicsevent, bringing customers, partners, team members and industry experts together to discuss ways your current Microsoft Dynamics solution can help your company cut costs, improve operational efficiencies, increase employee productivity and maximize your current platform investments, which, in turn, can foster long-term, profitable growth.
This is your opportunity to participate in an exceptional program including a variety of tracks, speakers, detailed product demonstrations and hands-on learning sessions to better understand how you can further leverage your existing business solution to tighten supply chains, deepen customer relationships, empower your workforce and sustain profitability.
Sessions: Convergence 2009 features more than 420 sessions covering Microsoft Dynamics and the latest Microsoft-based products.
Hands-on experiences: Grab the opportunity to evaluate products from Microsoft and our most important industry partners.
Community and Learning Center (CLC): Considered the hub of Convergence, this area is designed to be a one-stop shop for networking and learning outside of conference sessions – while only having to visit one room! We offer free technical support, research activities and opportunities to meet fellow users and product experts.
Connections with the community: An event that brings 10,000 Microsoft Dynamics customers, partners, team members and industry experts together translates into an endless number of opportunities to make lasting connections within the Microsoft community.
Business moves quickly today, requiring that every company continuously reexamine direction, strategies, suppliers, partners - literally every variable and relationship that might lead to complacency. The search for competitive advantage may mean that some of your best customers pick up and leave without you ever knowing that there was a problem. Find out how to efficiently react to these problems by attending this webcast on February 4, 2009 from 1-2pm (CST) !
Microsoft Dynamics CRM4.0 is a fully integrated customer relationship management (CRM) system. It gives you the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. With tools to enhance your company's sales, marketing, and customer service processes—along with native Microsoft Office Outlook integration—Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution, helping you drive consistent and measurable improvements in everyday business processes!
Microsoft Dynamics CRMcan help you: Stay connected to your business processes and make more informed decisions about your growth. Reduce the length of your sales cycle and increase your marketing effectiveness. Ensure your marketing campaigns are working at maximum efficiency and help you deploy your sales resources appropriately.
InterDyn BMI is proud to present a yearlong series of FREE events designed to bring you; our valued customer, increased efficiency and utilization of your software.We have designed a program that will introduce topics and trends.
Microsoft Dynamics CRM: This month's topic is: Build business intelligent dashboard views utilizing the software already available in your current CRM system Date: February 12, 2009- For more information about this event, click here.
iMIS : This month’s topic is:Maximizing the Social NetworkingPower of iMIS. Date: February 11, 2009- For more information about this event, click here
Available for a limited period Microsoft has been listening to businesses and responding to your concerns by actively enabling you to help preserve your capital resources in the current economic situation while making important strategic investments in your future.
With the Microsoft Dynamics 0% Financing Promotion on new Microsoft Dynamics ERP and Microsoft Dynamics CRM solutions we can help your organization acquire powerful business assets that pay off in the near term and over the long haul - by helping you drive productivity, maximize efficiency, and adapt and grow your business in today's fast-changing market.
At a glance 0% Financing applicable to licensing and first year enhancements costs on Microsoft Dynamics® NAV, Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics SL & Microsoft Dynamics CRM solutions
Only available for new Microsoft Dynamics ERP and Microsoft Dynamics CRM customers from November 19, 2008 until March 20, 2009
0% Financing for New Microsoft Dynamics® ERP and Microsoft Dynamics CRM Customers
Available for a limited period Microsoft has been listening to businesses and responding to your concerns by actively enabling you to help preserve your capital resources in the current economic situation while making important strategic investments in your future.
With the Microsoft Dynamics 0% Financing Promotion on new Microsoft Dynamics ERP and Microsoft Dynamics CRM solutions we can help your organization acquire powerful business assets that pay off in the near term and over the long haul - by helping you drive productivity, maximize efficiency, and adapt and grow your business in today's fast-changing market.
At a glance
0% Financing applicable to licensing and first year enhancements costs on Microsoft Dynamics® NAV, Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics SL & Microsoft Dynamics CRM solutions
Only available for new Microsoft Dynamics ERP and Microsoft Dynamics CRM customers from November 19, 2008 until March 20, 2009
Find out more Don't delay the investment that can generate the returns to help your business better manage its growth in the current climate. Taking advantage of the Microsoft Dynamics 0% Promotion is easy: just contact your Microsoft Dynamics Partner and discuss how Microsoft can help you save money now and build for the future. For more information regarding this offer call 651-639-0575 or email info@interdynbmi.com
Microsoft has been listening to businesses and responding to your concerns by actively enabling you to help preserve your capital resources in the current economic situation while making important strategic investments in your future.
With the Microsoft Dynamics 0% Financing Promotion on new Microsoft Dynamics ERP and Microsoft Dynamics CRM solutions we can help your organization acquire powerful business assets that pay off in the near term and over the long haul - by helping you drive productivity, maximize efficiency, and adapt and grow your business in today's fast-changing market. At a glance
0% Financing applicable to licensing and first year enhancements costs on Microsoft Dynamics® NAV, Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics SL & Microsoft Dynamics CRM solutions
Only available for new Microsoft Dynamics ERP and Microsoft Dynamics CRM customers from November 19, 2008 until March 20, 2009
Microsoft Dynamics CRM Version 4.0 You cannot import the customizations from…Describes a problem that occurs when you try to import customizations from an upgraded Microsoft Dynamics CRM 4.0 system to another upgraded Microsoft Dynamics CRM 4.0 system. A hotfix that resolves this problem is available.https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=15431224&ja_id=47045
Microsoft Dynamics CRM Version 4.0 The scheduled due time of an activity…Describes a problem that occurs after you specify a snooze time or you dismiss the activity in a reminder in the Microsoft Dynamics CRM 4.0 client for Outlook. A hotfix that resolves this problem is available.https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=15431224&ja_id=47046
Microsoft Dynamics CRM Version 4.0 An update is available for the time zone…Describes an update that is available for the time zone and daylight saving time changes in Microsoft Dynamics CRM 3.0 and in the Microsoft Dynamics CRM 3.0 client for Microsoft Office Outlook.https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=15431224&ja_id=47051
Microsoft Dynamics CRM Version 4.0 Microsoft Dynamics CRM 4.0 may close…Describes an issue that occurs when you click the lookup button in the Parent Account field or in the Primary Contact field of an account record or of a contact record in Microsoft Dynamics CRM 4.0. Provides a hotfix.https://mbs.microsoft.com/public/insights/ReadArticle.aspx?rcpt_id=15431224&ja_id=47053
InterDyn BMI Named to 2008 Microsoft Dynamics President’s Club Microsoft Honors InterDyn BMI for Outstanding Customer Commitment and Sales Achievement
[Minneapolis, MN — July 25, 2008 —] InterDyn BMI has been named to the 2008 Microsoft Dynamics President’s Club, receiving recognition from Microsoft Corp. for its dedicated commitment to customers. This honor reflects InterDyn BMI’s success in extending the Microsoft Dynamics platform to drive business advantages in companies worldwide.
This recognition came during the Microsoft Worldwide Partner Conference 2008 in Houston. The elite club recognizes the top 5 percent of Microsoft Business Solutions partners worldwide and their constant dedication to delivering solutions that meet their customers’ unique needs, active pursuit of product and technological advancement, and impressive sales performance.
“Microsoft is proud to congratulate InterDyn BMI on being named to this year’s Microsoft Dynamics President’s Club,” said Doug Kennedy, vice president, Microsoft Dynamics Partners. “InterDyn BMI not only has demonstrated a high level of product expertise, but also has provided a superior level of service and commitment to our Microsoft Dynamics customers, ultimately contributing to the overall success of Microsoft Dynamics and companies worldwide.”
InterDyn BMI works closely with the teams at Microsoft to maintain a comprehensive understanding of the Microsoft Dynamics platform. This knowledge, combined with a deep understanding of customers’ business needs, enables InterDyn BMI to help customers leverage the full value of their Microsoft investments and achieve the enhanced customer service, productivity and operational efficiency that promote growth and competitive advantage.
InterDyn BMI provides implementation, training and consultation for small, midmarket and corporate businesses using business applications. InterDyn BMI specializes in Microsoft Dynamics™ AX, GP, CRM, and RMS.
About InterDyn BMI:For more than two decades, InterDyn BMI has been a leading partner dedicated to the sales, consulting, service and support of Microsoft Dynamics solutions. InterDyn BMI focuses on integrating and delivering all aspects of a client's business needs including Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), e-Commerce, Systems Engineering, Business Process Consulting and Custom Application Development. InterDyn BMI's experience, proven methodologies and world- class consultants ensure customer success on every level. www.interdynbmi.com
Total Structures: Total Structures manufactures structural staging systems to be used in rock concerts, trade shows, etc. The vice-president of this company discusses the advantages to the company of an integrated CRM system, why he chose Microsoft Dynamics CRM Online and describes their successful implementation process and how Microsoft Dynamics CRM Online helps them keep the promises they make to their customers.. Length: 3:09 (300K500K )
Data Reduction Systems: Data Reduction Systems is a document management company which specializes in information management for large and small clients. Company members discuss why they switched from Salesforce.com to Microsoft Dynamics CRM Online and the benefits that they have realized with the move. Length: 3:00 (300K500K)
High 5 Sportswear: High 5 Sportswear manufactures and distributes team athletic apparel to more than over 4,000 customers in the United States and Canada. This video discusses their Microsoft Dynamics CRM Online implementation and the benefits that they have realized. Length 1:45 (300K500K)
Lure Executive Services The founder of this executive search service discusses how Microsoft Dynamics CRM Online is essential to her business. She discusses the benefits of Microsoft Dynamics CRM Online and her poor experience with Salesforce.com. (Length 1:57)(MBR video)
1 -888-TRASH-IT! The founder of a full-service debris removal company discusses the advantages of Microsoft Dynamics CRM Online to his company. The cost-effectiveness of the solution, ease of implementation as well as security are key factors in their choice of Microsoft Dynamics CRM. (Length 1:57) (MBR video)
For more information regarding Microsoft Dynamics CRM Live contact InterDyn BMI today.
InterDyn BMI Named to 2008 Microsoft Dynamics Inner Circle Microsoft Honors InterDyn BMI for Outstanding Customer Commitment and Sales Achievement
[Minneapolis, MN — July 8, 2008] In acknowledgment of exceptional service and sales performance, InterDyn BMI has been named to the 2008 Microsoft Dynamics Inner Circle.
The elite group recognizes outstanding partners whose sales achievement ranks them at the top echelon of the Microsoft Dynamics global network of value-added reselling partners. This recognition came during the Microsoft Worldwide Partner Conference 2008 in Houston.
“The Inner Circle achievement recognizes InterDyn BMI standing as a top partner for Microsoft Dynamics,” said Doug Kennedy, vice president, Microsoft Dynamics Partners. “This award is a direct result of the positive relationships that InterDyn BMI has developed with our customers as well as its commitment to delivering top-quality solutions.”
InterDyn BMI works closely with the teams at Microsoft Corp. to maintain a comprehensive understanding of the Microsoft Dynamics platform. This knowledge, combined with a deep understanding of customers’ business needs, enables InterDyn BMI to help customers leverage the full value of their Microsoft investments and achieve the enhanced customer service, productivity and operational efficiency that promote growth and competitive advantage.
About InterDyn BMI For more than two decades, InterDyn BMI has been a leading partner dedicated to the sales, consulting, service and support of Microsoft Dynamics solutions. InterDyn BMI focuses on integrating and delivering all aspects of a client's business needs including Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), e-Commerce, Systems Engineering, Business Process Consulting and Custom Application Development. InterDyn BMI's experience, proven methodologies and world- class consultants ensure customer success on every level. www.interdynbmi.com – info@interdynbmi.com
Microsoft Announces General Availability of Microsoft Dynamics CRM Online
New online service redefines customer relationship management with on-demand CRM that is fast, flexible, familiar and affordable.
Microsoft Dynamics CRM Online Microsoft Corp. recently announced the general availability of Microsoft Dynamics CRM Online, an on-demand customer relationship management service hosted and managed by Microsoft. The new Internet service delivers a full suite of marketing, sales and service capabilities through a Web browser or directly into Microsoft Office and Outlook.
Microsoft Dynamics CRM Online is initially packaged in two service offerings:
Microsoft Dynamics CRM Online Professional delivers a full suite of CRM capabilities with extensive configurability and extensibility options. Businesses get 5 GB of data storage, 100 configurable workflows and 100 custom entities. The Professional edition is priced at $44 per user per month, with an introductory offer of $39 per user, per month.
Microsoft Dynamics CRM Online Professional Plus delivers all the capabilities of the Professional version plus offline data synchronization with expanded data storage, workflow and customization options that give businesses 20 GB of data storage, 200 configurable workflows and 200 custom entities. The Professional Plus edition is priced at $59 per user per month.
More than 500 customers and 200 partners have used Microsoft Dynamics CRM Online over the past six months via the Microsoft Early Access Program.
Microsoft Dynamics CRM Online delivers more capabilities at a better price than competing on-demand products, driving higher business productivity while reducing risk and total cost of ownership. For example, based on publicly available information from Salesforce.com, Microsoft Dynamics CRM Online Professional Edition gives businesses the following:
•5 GB of storage versus 1 GB in Salesforce.com Professional Edition •100 workflows versus none in Salesforce.com Professional Edition •100 configurable entities versus 50 in Salesforce.com Professional Edition •Significant cost savings and a dramatically lower total cost of ownership at $44 per user, per month versus $65 per user per month or more for Salesforce.com Professional Edition.
Availability Microsoft Dynamics CRM Online is available in English in the United States and Canada. International rollout beyond the United States and Canada has not been announced, but Microsoft partners today offer hosted versions of Microsoft Dynamics CRM in many countries around the world.
For more information, contact: InterDyn BMI: info@interdynbmi.com or 651-639-0575
Today's competitive business environment requires real people to do extraordinary things every day. Microsoft Dynamics CRM (Customer Relationship Management) offers you innovative ways to access this powerful relationship management solution to empower your employees to respond quickly to customer demands and increase customer satisfaction. In Part One of this series you will see how the productivity of your sales teams can be dramatically increased by utilizing the enhancements in the newly released Microsoft Dynamics CRM Version 4.0. Learn how to stay connected and make more informed decisions by: Creating your own reporting using the report wizard. Synching all sales tasks to Outlook for more effective management of those tasks. Multi select options for mail promotion, and mail merge from a web client. Export and re-import updates via Excel. Increase productivity for sales functions throughout your organization. Help to drive ROI through increased company-wide productivity.
Increased Section 179 Expensing for businesses: Now up to a maximum of $250,000 in 2008.
And!
50% first year bonus depreciation: IRS provision applies to software placed in service before January 1, 2009
Combine tax savings with a Microsoft Financing Offer: Acquire new software solutions today and improve your IT environment while deferring the cash outlay
Drive business productivity up!
Enjoy current year tax savings: Improve current year profitability and cash flow while leveraging the benefits of increased future productivity that results from the deployment of new assets
Example of 50% Bonus Depreciation in Action
Spend$300K on upgrading softwareSoftware is treated under tax law as having a 3-year recovery period for depreciation purposes
Bonus depreciation on $300,000 at 50% is $150,000.00; an additional $50,000 is allowed representing 1/3 the remaining $150,000
Total tax depreciation for 2008 is $200,000! 2008 tax savings is $64,000.00 ($200,000 x 32%) assuming a 32% marginal Federal
Income Tax rate Without bonus depreciation: A business could only claim depreciation in the first year of $100,000 (1/3 of $300,000)
Downloads & UpdatesNow Available Update Rollup 3 for Microsoft Dynamics CRM 3.0 (KB 935364)Microsoft has re-released Update Rollup 3. This is a tested, cumulative set of updates for Microsoft Dynamics CRM 3.0 Server and Microsoft Dynamics CRM 3.0 client for Outlook, including performance enhancements, that are packaged together for easy deployment.
For those of you that didn’t know, CRM 3.0 Update Rollup 3 was released March 17th, 2008.
The Microsoft Dynamics CRM 3.0 Update is available for download, click here For more information about what is contained in the update, click here.
For more information regarding Microsoft Dynamics CRM 3.0 and Updates please contact: Keith Benson Implementation Consultant InterDyn BMI 2277 West Hwy 36, Suite 300 Roseville, MN 55113 651-639-0575
Goes beyond simple Sales Force Automation (SFA) to enhance productivity: Native integration with familiar Microsoft Office applications designed to improve user productivity. Microsoft Dynamics CRM is designed to provide a transparent CRM experience that minimizes switching between applications, and that users actually want to use. Powerful workflow and automation features that are designed to work with third-party systems, where large portions of customer data often resides.
Data ownership, security features, and regulatory compliance: Customer data is one of the most important assets of any business. Microsoft Dynamics CRM is designed to give customers full control over the security and physical location of their data. With Microsoft Dynamics CRM, customers can choose where their customer data physically resides not locked into a third-party hosting company of the vendor’s choice.
True choice in deployment options: Microsoft Dynamics CRM offers hosted, on-premise, or hybrid deployment options and is globally available through a broad ecosystem of local, knowledgeable solutions partners. A common architecture and data model that supports each of these deployment modes means that the customers‟ data is not locked into any single deployment option.
Total cost of ownership: Deployment options allow customers to choose from rent and buy models, while the Microsoft platform can reduce user training and technical integration costs. Microsoft Dynamics CRM is designed to protect customers from hidden costs as all Microsoft developed CRM capabilities are included in the license price.
Standards-based world class technology platform can help reduce future risk for support, interoperability, and upgradability.
3 million+ .NET developers worldwide: Broad support for .NET architecture facilitates availability and price competitiveness of technical resources. Platform ubiquity can also help reduce training costs by utilizing existing resource skills that can be applied to multiple IT needs beyond CRM.
Large Microsoft solutions partner and customer ecosystem: 750,000 solutions partners, 2200 user groups, and 400 community Web sites globally.
A stable, established, profitable vendor that is committed to delivering immediate value as well as customers’ long term success. Microsoft invests approximately $5 billion a year in research and development
April 3, 2008 : 9am- 1:00pm (breakfast & lunch included) Event Location: Ivy Room 2425 S. Shirley Ave, Suite 118 Sioux Falls, SD 57106
With Microsoft Dynamics CRM 4.0 or the groundbreaking Microsoft Dynamics CRM Live software-as-a-service solution, you can:
· Gain clear visibility into your sales pipeline. · Accurately measure your marketing impact. · Reduce your sales and service cycles and increase close rates. · Increase customer satisfaction and retention rates. · Make smarter decisions with real-time business metrics.
Microsoft® Dynamics CRM is the only solution that's embedded in Microsoft Office Outlook®, giving you powerful capabilities in a familiar experience that helps ensure everyone gets it!
Take advantage of this opportunity to find out how Microsoft Dynamics CRM can help drive performance improvements across sales, customer service, and marketing.
This event is brought to you by InterDyn BMI your local Microsoft Gold Certified Partner. Please contact Audra Clair (audra.clair@interdyn.com ) if you have any questions regarding registration.
With Microsoft Dynamics CRM 4.0 or the groundbreaking Microsoft Dynamics CRM Live software-as-a-service solution, you can:
Gain clear visibility into your sales pipeline.
Accurately measure your marketing impact.
Reduce your sales and service cycles and increase close rates.
Increase customer satisfaction and retention rates.
Make smarter decisions with real-time business metrics.Microsoft® Dynamics CRM is the only solution that's embedded in Microsoft Office Outlook®, giving you powerful capabilities in a familiar experience that helps ensure everyone gets it!Take advantage of this opportunity to find out how Microsoft Dynamics CRM can help drive performance improvements across sales, customer service, and marketing.
With Microsoft Dynamics CRM 4.0 or the groundbreaking Microsoft Dynamics CRM Live software-as-a-service solution, you can:
Gain clear visibility into your sales pipeline.
Accurately measure your marketing impact.
Reduce your sales and service cycles and increase close rates.
Increase customer satisfaction and retention rates.
Make smarter decisions with real-time business metrics.
Microsoft® Dynamics CRM is the only solution that's embedded in Microsoft Office Outlook®, giving you powerful capabilities in a familiar experience that helps ensure everyone gets it!Take advantage of this opportunity to find out how Microsoft Dynamics CRM can help drive performance improvements across sales, customer service, and marketing. Register today for this exclusive launch event, and get a chance to win a FREE Zune®.*
*If you are experiencing problems with registration please email Audra Clair at audrac@businessmicrovar.com**
No purchase necessary to register or attend. One Zune awarded per event. Must be present to win. See Rules for details.
Increasingly tighter integration across familiar products Today, Microsoft business products work like and with productivity software that most of us are used to working with-Microsoft Office System applications. As these products come together under one brand, development across all of them will continue to enhance capabilities for supporting contextual business intelligence, delivering increasingly higher value from business portals, and connecting Web services. The result-increasingly efficient business processes. Developers and IT professionals working with separate products today will be able to collaborate even more effectively when contributing to Microsoft Dynamics™ business-management solutions. That means that software innovation is likely to bring benefits to your business faster than ever.
Software that grows with youOne of Microsoft's goals for a unified technology experience is to make it continually easier for you to run a successful business and outperform the competition. If you're already using or considering implementing Microsoft Dynamics, you can rest assured that your investment is sound. Current business applications are already developed for tight integration across Microsoft technologies. As today's business solutions become one unified business management suite, you can focus more than ever on what you want technology to help you accomplish in different lines of business-manufacturing, distribution, sales, financial management, customer relationships, and more. By letting you focus more on your business and less on technology details, Microsoft Dynamics can get you closer to your business goals more effectively, no matter where you're starting from. As your business grows, you can simply extend your Microsoft Dynamics implementation with more advanced capabilities.
Today’s market is competitive. Sales, service and marketing professionals require a new way of increasing business performance and results. If only there was an option that could be adopted quickly and easily, be accessed wherever your engagements take you and work within the tools you use everyday – that’s the kind of option that’s right for your business. Rest assured, Microsoft has a solution for you. It’s called Microsoft Dynamics CRM and with it over 11,000 customers worldwide are experiencing the next generation of CRM.
Attend an exclusive Microsoft Dynamics CRM Launch Event and discover why Microsoft Dynamics CRM is The Right Choice for Your Business. You’ll learn from industry experts about the latest trends for driving performance improvements across sales, customer service and marketing and hear directly from Microsoft Dynamics CRM customers how they have been able to increase revenues, deepen customer relationships and improve customer satisfaction. You’ll also be some of the first to see the new Microsoft Dynamics CRM 4.0 as well as the groundbreaking Microsoft Dynamics CRM Live, a new software-as-a-service solution hosted by Microsoft. Whether you want to deploy CRM in-house on your own servers or online hosted by Microsoft, our solutions can help you spend more time focusing on results and less time worrying about the technology used to manage customer relationships. Discover how Microsoft Dynamics CRM 4.0 and Microsoft Dynamics CRM Live can help you…
Gain clear visibility into your sales pipeline, improve revenue forecasts and more quickly adjust your sales approach to take advantage of changing market conditions.
Reduce your sales cycles and increase close rates using established best practices and streamlined sales processes.
Accurately measure your marketing impact on your sales pipeline while increasing the relevance of your sales response.
Respond quickly to customer demands and stay connected with access to customer data from virtually anywhere, on any device or browser.
Make smarter business decisions with real-time business metrics.
Increase customer satisfaction and retention rates with built-in workflow functionality that helps you provide a consistent customer experience.
Get Employees up-to -speed and productive fast with little or no training using the familiar interface that works like Microsoft Office.
Who should attend: Business leaders and management in sales, customer service, marketing, contact centers and operations.
Microsoft Dynamics CRM is designed for high user adoption, engineered for rapidly changing business needs, and optimized for IT constrained environments. It is enterprise CRM that works the way you do, works the way business does, and works the way technology should. Companies that have already invested heavily in other CRM systems such as Siebel can act now to rapidly realize the benefits of Microsoft Dynamics CRM, without waiting for a full-scale reimplementation. Underlying CRM installations can be migrated over time with minimal disruption to the business.
Since the mid-1990s, businesses, government and other large organizations have poured billions of dollars into implementing customer management systems, such as Siebel, in hopes of achieving a 360 view of the customer, and driving profits through stronger customer relationships. These efforts, however, have met with varying degrees of success; and most notably, with poor user adoption. Many customers also found that the systems were difficult to deploy, and once deployed, were difficult to adapt as business needs changed. For many organizations, the lack of flexibility has caused change request queues to extend beyond 6 months, straining IT resources and business-IT relations. Microsoft has focused on designing a CRM system for high user adoption with seamless integration to familiar and easy to use Microsoft software. Microsoft® Dynamics™ CRM takes advantage of Microsoft Office to maximize ease of use and the Microsoft platform to maximize flexibility and adaptability.
Microsoft Dynamics CRM offers benefits for:
Users: a familiar user experience embedded in Microsoft Office Outlook.
Business Analysts: a UI-based mechanism to quickly make changes to the application to fit business needs.
IT: a modern Web services based architecture that enables integration with other applications.
Companies that have made significant investments in other CRM systems such as Siebel can rapidly realize the benefits of Microsoft Dynamics CRM without waiting for a full-scale reimplementation. This can be achieved using a federated deployment model to synchronize needed information between Microsoft Dynamics CRM deployed at a divisional or regional level, and the existing Siebel system. Underlying CRM installations can be migrated over time with minimal disruption to the business.
The process of upgrading Microsoft Dynamics CRM (formerly Microsoft CRM) can be viewed as a linear process, in which upgrades need to be enabled via a deployment of Microsoft CRM in succession. (i.e. CRM v1.0, CRM v1.2, CRM v3.0, CRM v4.0)
You can obtain Microsoft Dynamics CRM 3.0 and 4.0 “Media” or “Code” in the following manner:
·Microsoft Downloadswww.microsoft.com/downloads (Query on “CRM”) Download the 90-Day trial version for both versions.
Order actual “Media CD’s” via fulfillment: Call 651-639-0575
You can obtain your product keys and other licensing information relative to your Microsoft CRM deployment on the eOpen and MVLS sites below for the program in which you acquired Microsoft technologies. In addition, media will soon be available for download via these locations if customers should choose to download product in this manner.
In addition, the Dynamics CRM Global Support team provides a readiness event to help customers and partners with understanding how to upgrade to Microsoft Dynamics CRM v4.0http://www.msreadiness.com/CourseDetail.aspx?id=8897
If you have any questions regarding your Microsoft Dynamics CRM upgrade please contact,
InterDyn Business Microvar | P: 651-639-0575|info@businessmicrovar.com
Businesses today need a better way to find, keep, and grow customer relationships. With Microsoft Dynamics™ CRM Live, you can quickly centralize customer information and streamline business processes with a solution that offers unmatched user adoption and business productivity.
Microsoft Dynamics CRM Live combines the power of online services with the richness of your everyday productivity applications. It's optimized for business workgroups or departments who are looking to realize an immediate business impact with a system that quickly adapts to their unique business needs.
• Centrally manage customer information online
• Boost sales productivity and effectiveness
• Optimize your marketing campaigns and promotions
• Increase customer satisfaction and loyalty
• Quickly configure CRM to fit your business with point-and-click customization and workflow
• Gain new business insight with embedded reports and intelligence
• Starting at just $39 per user/month
With two different options, Microsoft Dynamics CRM Live lets you tailor your deployment to fit the way your business works. The Professional Version gives you everything you need to get your organization up and running. And the Professional Plus Version gives you added features, storage, customization, and offline data access.
Microsoft Dynamics CRM On-Premise Microsoft Dynamics™ CRM 4.0 On-Premise gives your business ultimate control over your customer management system.
Leveraging standard Microsoft application and server platforms, Microsoft Dynamics CRM 4.0 is designed to easily adapt and scales to fit the needs of all organizations—from small businesses to large enterprises. With three Offerings to choose from, there's a Microsoft Dynamics CRM version that's right for you. Choose Workgroup if you have just a few users—Professional or Enterprise if you have more users and require added functionality.
Microsoft Dynamics CRM Partner-Hosted Businesses today are eager to improve their understanding of customers, and create a world-class customer service experience to achieve greater business success. Microsoft Dynamics CRM is a fully integrated customer relationship management system that delivers tools to enhance sales, marketing and customer-services processes – in an easy to learn and easy to use interface.
Microsoft Dynamics CRM Partner-Hosted is a great option for businesses that want to minimize or strategically allocate their IT investments, but don’t want to compromise on the quality of their CRM solution. It’s available on demand worldwide from recognized Microsoft Partners. Our Microsoft Partners host and manage the CRM application, as well as provide end user support. Also available are industry solutions that are tailored to your business and geography. With Microsoft Dynamics CRM Partner-Hosted, online doesn't translate to "out-of-the box", generic, or bland. The solution is as unique as your business.
Microsoft Dynamics CRM Partner-Hosted combines the exact same features as the Microsoft Dynamics Enterprise offering, along with a turnkey support and service experience at a reasonable monthly fee.
Streamline and fine-tune your business processes and keep everyone connected to each other and the information they need. Microsoft Dynamics™ CRM (formerly Microsoft CRM) adds advanced workflow capabilities, from a wizard that empowers your team to create workflow solutions without requiring access to your server, to making it easy to share data between Microsoft Dynamics CRM and your other systems and line of business applications.
Better workflows create better systems, more responsive employees—and improved productivity. And that gives your business a real competitive edge.
Workflow Features of Microsoft Dynamics CRM Support for the Windows Workflow Foundation (WF):Get a single standard for workflows across systems. For example, the creation of a customer quote document in a Microsoft Office SharePoint Server document library could launch a workflow that executes actions in Microsoft Dynamics CRM.
Web-based workflow wizard:Automate how you use and manage data by capturing best practice tasks in workflows with this unique Web-based wizard. Processes can then be easily shared with other users.
Workflow events: Create custom workflow rules with triggers based on any business event or period of time. Automatically create tasks when workflow rules are triggered. User/group workflow:Define and indicate required actions at opportunity, individual or team level. Two types of workflows, standard and staged help refine tasks.
Workflow templates: Use Visual Studio to create new workflows graphically and with more flexibility. Store workflows in common XML language. Team, division, and system workflow libraries make workflows easier to store and find.
Know your target audience. Who are your most important customers, clients or prospects, and why? Know what is important to them and address their needs in your newsletter each month. Include a photo to make your newsletter even more appealing. Insert a "read on" link at the bottom of your article to drive traffic to your website. Links are tracked, allowing you to see which articles create the most interest for your readers.
Choose the location that is most convenient for you. Bloomington, MN
Today's competitive business environment requires real people to do extraordinary things every day. Microsoft Dynamics CRM (Customer Relationship Management) offers you innovative ways to access this powerful relationship management solution to empower your employees to respond quickly to customer demands and increase customer satisfaction. In Part One of this series you will see how the productivity of your sales teams can be dramatically increased by utilizing the enhancements in the newly released Microsoft Dynamics CRM Version 4.0. Learn how to stay connected and make more informed decisions by:
Creating your own reporting using the report wizard.
Synching all sales tasks to Outlook for more effective management of those tasks.
Multi select options for mail promotion, and mail merge from a web client.
Export and re-import updates via Excel.
Increase productivity for sales functions throughout your organization.
Help to drive ROI through increased company-wide productivity.
Who Should Attend: Business OwnersSales ExecutivesSales Account ManagersOperations Executives
Turns Microsoft Office Outlook into the ONE place where you can manage both customer data and communications. Microsoft Outlook messaging and collaboration client is already the world’s leading tool for customer communications. Microsoft Dynamics CRM extends the reach of Microsoft Outlook by turning it into a tool to manage customer information. It puts lead information, marketing pitches, and sales call information into one central location for your sales and marketing staff.
Works tightly with Microsoft Office Excel so businesses can make decisions on the fly. Microsoft Excel spreadsheet software is a powerful tool for turning data into information that can be analyzed and shared. Microsoft Dynamics CRMfeatures an always-on connection to Excel that enables you to quickly turn customer information into dynamic snapshots or PivotChart dynamic views. These views can help you understand in seconds how a sales increase or company expansion can benefit the business.
Improves operational efficiency through the standardization and streamlining of processes. The Microsoft Dynamics CRMadaptive workflow engine enables a business to automate business processes in ways that employees can use each day. Microsoft Dynamics CRM can relieve your staff of mundane but vital work. It can automate time-consuming repetitive tasks, warn staff of open customer issues, and automatically send important e-mail messages to customers and partners. So customer requests and orders don’t fall through the cracks.
Works the way your business works with point-and-click system customization. Microsoft Dynamics CRM can be tailored to work the way your business already works. Microsoft Dynamics CRM forms, relationship links, and customer views can be designed and modified without complicated programming.
Gives the right information to the right people. Certain employees need certain information. With Microsoft Dynamics CRM, system administrators have the tools to make sure the right information is delivered to the right people— whether they are using Outlook or the Web.
Targets your marketing campaigns so you’re always in touch with the right customers. Today, it’s more important than ever that customers know about special offers and new services a business offers. Microsoft Dynamics CRM offers a marketing automation module that simplifies the following tasks: Building customer and lead lists, developing marketing campaigns targeted at specific customers, measuring the results of these campaigns, and developing follow-up marketing efforts.
Simplifies service scheduling to keep customers satisfied. One of the most challenging aspects of delivering great customer service is ensuring you never let customers down by missing a service call or appointment. Microsoft Dynamics CRM provides a centralized, all-in-one view of all customer service requests and service professional calendars. Dispatchers can quickly and easily match the right service personnel to a particular customer or type of service call.
Integrates with your existing systems to help break down information silos. Microsoft Dynamics CRM harnesses the power of Web services through the Microsoft .NET Framework. This latest generation of Microsoft technology enables businesses to connect isolated, legacy business systems and applications.
Enhances offline communications so everyone can be productive regardless of location. Microsoft Dynamics CRM is designed so your staff can be productive both in the office and on the road—even if they aren’t connected to a network. Information can be filtered so that people receive only the information they need such as meeting updates and sales figures.
Builds on the power of SQL Server Reporting Services to create insightful business reports. The SQL Server Reporting Services engine is a powerful analytical tool for business. The Microsoft Dynamics CRM embedded reporting engine integrates smoothly with Microsoft SQL Server to generate compelling data reports for business decision makers.
If you empower your sales force to do their jobs more effectively, you’ll drive sales. That’s why Microsoft Dynamics™ CRM helps your salespeople become more efficient, manage teams, and better access decision-driving information. From the office or the road, sales reps have comprehensive, easy-to-customize sales force automation capabilities that let them quickly connect to data, respond to customers, and capitalize on opportunities as they happen. Microsoft Dynamics CRM is a powerful sales edge for your team—and a huge driver for your business’ success.
Microsoft Dynamics CRM Empowers Your Entire Sales Cycle Ensure a shorter sales cycle, achieve higher close rates, and improve customer retention. With Microsoft Dynamics CRM, it’s never been easier. Rich, highly, integrated features streamline and automate your sales processes and strategy, so your team can do what they do best: sell.
MANAGE WORK MORE EASILY Microsoft Dynamics CRM delivers customer relationship management functionality as a natural extension of Microsoft Outlook. In other words, you already know how to use it. All your customer e-mails, appointments, tasks, and contacts are here, in one place so you’re ready to focus on sales, not administration.
UNDERSTAND YOUR CUSTOMERS BETTER When you understand your customers’ needs more fully, you can foster better relationships with them. Get a centralized, customizable view of their preferences and activity history so you can be more responsive to their needs.
IMPROVE SALES QUALIFICATION Who are your best prospects? When you know this, you can focus your efforts and spend time cultivating the relationships. Microsoft Dynamics CRM lets you easily access your data and get a clear picture of your top leads and prospects.
INCREASE SALES SUCCESS You know what works and what doesn’t so create workflows that help automate those successful processes. Lead and opportunity management, automated lead routing, enforceable qualification methodologies, sales process management, and competitor tracking become more consistent, so you can be more productive. The result: you’ll shorten your sales cycle and improve win rates.
KEEP CUSTOMERS INFORMED When new products and services are available, every second counts. You can push information to your customers automatically with simple, wizard-driven sales and marketing tools that get your message out. You’ll open up new avenues, without any additional effort.
ANALYZE SALES PERFORMANCE View where you are, where you’ve been, and where you’re going; flexible reporting arms you with the knowledge to identify trends, problems, and opportunities. Forecast sales, measure business activity and performance, track sales and service success—you’ll see what it takes to do even better.
WORK ANYWHERE AND EVERYWHERE You can’t be everywhere at once, but Microsoft Dynamics CRM can. Access full sales functionality online or offline through Microsoft Outlook, or work from any location using the Web client or Microsoft Windows Mobile®–based Pocket PC.
Your marketing teams can benefit from highly-automated software that connects them with Sales and Finance. When you have customer relationship management (Microsoft CRM) software that everyone gets, its' easier for them to manage campaign and track results.
Automated marketing campaign management- Get CRM that incorporates marketing campaign management to provide:
Customer profiles and targetedmarketing promotions
Leads tracked based on marketing initiative and customer behavior
Easy campaign creation and management across media types
Automatic calculation of marketing effectiveness and ROI
Profile-driven email and direct mail marketing
Complete insight into customers and sales: Deliver concise tracking and analysis of customer and sales data, including:
Key performance indicators for acquisitions costs, win/loss, and forecasts
Customer segmentation, profiling, and behavioral analytics
Single source for all inbound and outbound customers communication
Analysis of campaign effectiveness and ROI
For more information regarding Microsoft Dynamics CRM (formerly Microsoft CRM) contact InterDyn Business Microvar: 651-639-0575 or info@businessmicrovar.com
The success of your sales team depends largely on their ability to quickly access business-critical information, so they can better respond to customer needs. When you have customer relationship management (Microsoft CRM) software that everyone gets, information moves quickly to the people who need it mostgiving your team a strategic advantage.
Effective business management solutions software (Microsoft Dynamics GP and Microsoft Dynamics CRM) is key to timely and insightful business decisions. But your people won't use it if it is too complicated or too unfamiliar. Microsoft Dynamics works like and with Microsoft software your people already use. So they adopt to it quickly and work efficiently. Let InterDyn Business Microvar show you what business can be like when everyone gets it.
Microsoft Dynamics CRM 4.0 Launch March 27, 2008- Minneapolis Airport Marriott Click here to register!
Today’s market is competitive. Sales, service and marketing professionals require a new way of increasing business performance and results. If only there was an option that could be adopted quickly and easily, be accessed wherever your engagements take you and work within the tools you use everyday - that’s the kind of option that’s right for your business. Rest assured, Microsoft has a solution for you. It’s called Microsoft Dynamics CRM and with it over 11,000 customers worldwide are experiencing the next generation of CRM.
Attend an exclusive Microsoft Dynamics CRM Launch Event and discover why Microsoft Dynamics CRM is The Right Choice for Your Business. You’ll learn from industry experts about the latest trends for driving performance improvements across sales, customer service and marketing and hear directly from Microsoft Dynamics CRM customers how they have been able to increase revenues, deepen customer relationships and improve customer satisfaction. You’ll also be some of the first to see the new Microsoft Dynamics CRM 4.0 as well as the groundbreaking Microsoft Dynamics CRM Live, a new software-as-a-service solution hosted by Microsoft. Whether you want to deploy CRM in-house on your own servers or online hosted by Microsoft, our solutions can help you spend more time focusing on results and less time worrying about the technology used to manage customer relationships.
Microsoft Releases Next Generation CRM Solution for On-Premise and On-Demand Deployments
Microsoft Dynamics CRM 4.0 delivers flexible power of choice and familiar Outlook experience.
REDMOND, Wash. — Dec. 17, 2007 The new version of Microsoft Dynamics CRM, formerly code-named “Titan,” has been completed and released to manufacturing, Microsoft Corp. announced today. The new version is offered under two product names: Microsoft Dynamics CRM 4.0 for on-premise and partner-hosted deployments and Microsoft Dynamics CRM Live for Microsoft-hosted deployment. Designed with a single unified-code base for both on-premise and on-demand deployments, Microsoft Dynamics CRM enables customers to choose the right deployment model for their specific business and IT needs, with the flexibility to change deployment models over time if their needs or preferences change.
“Microsoft Dynamics CRM is making the power of choice a reality for businesses around the world,” said Brad Wilson, general manager of Microsoft Dynamics CRM at Microsoft. “This new release further enables us to deliver on Microsoft’s software plus services strategy and provide our CRM solutions with a great user experience and exceptional business value.” Some of the significant new benefits and capabilities of this new release include these:
•An advanced multitenant architecture that supports multiple customers per server
•Extended global capabilities including user choice of more than 25 languages and pervasive support for multiple currencies
•New business intelligence capabilities including cross-entity views and an end-user ad hoc reporting wizard
•Advanced business process automation based on Microsoft Windows Workflow Foundation
•New collaboration capabilities with Microsoft Office Communications Server 2007 including real-time presence indicators within the CRM application
The new release of Microsoft Dynamics CRM has been in extensive use over the past year by more than 600 partners around the world and more than 100 early access customers representing a broad range of on-premise, partner-hosted and Microsoft-hosted deployments. “Microsoft Dynamics CRM 4.0 meets our needs for an enterprise-ready CRM solution,” said Dirk Karl, general manager and chief procurement officer at ING Group, a financial institution that offers banking, insurance and asset management services to clients in 50 countries. “It will allow us to easily automate innovative workflows, quickly share knowledge across our global enterprise, and develop a more productive worldwide purchasing and vendor relationship management environment.” Availability Microsoft Dynamics CRM 4.0 will be available worldwide in more than 25 languages. The English language pack will be available within the next seven days to new and existing partners and customers. Nine additional language packs will be available in January and the remaining language packs will be delivered at a rate of four or more each month. Existing customers with an active Software Assurance plan for Microsoft Dynamics CRM are entitled to receive the new release at no additional charge. The new Microsoft Dynamics Live CRM service is offered only in the United States and Canada, and is currently available to a limited number of customers via the Early Access program.
About Microsoft Dynamics:Microsoft Dynamics is a line of financial, customer relationship and supply chain management solutions that helps businesses work more effectively. Delivered through a network of channel partners providing specialized services, these integrated, adaptable business management solutions work like and with familiar Microsoft software to streamline processes across an entire business.
Microsoft Press Release: December 17, 2007
About InterDyn Business Microvar: For more than two decades, InterDyn Business Microvar has been a leading partner dedicated to the sales, consulting, service and support of Microsoft Dynamics solutions. InterDynBusiness Microvar focuses on integrating and delivering all aspects of a client's business needs including Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), e-Commerce, Systems Engineering, Business Process Consulting and Custom Application Development. InterDynBusiness Microvar's experience, proven methodologies and world- class consultants ensure customer success on every level.
CustomerSource is one of the primary features of the Business Ready Enhancement Plan and hosts valuable resources for you, including training, self-support resources, product information, downloads and more. View this tour of CustomerSource to learn how you can be more productive with your Microsoft Dynamics solution by accessing the benefits of your service plan.
Microsoft Dynamics CRM Live delivers a fast,flexible and familiar customer managementsolution for businesses looking to combine thepower of online services with the richness oftheir everyday productivity applications. This solution is optimized for business work groups or departments who want to have their customer relationships managed by Microsoft.
Microsoft Dynamics CRM (formerly Microsoft CRM) Microsoft Dynamics CRM Product Reviewer’s Guide
The mindset for acquiring customer relationship management (CRM) solutions is no longer about simply adding technology but rather about buying solutions that fit into your existing business environment and that your people will actually use.This 31-page guide takes you through evaluating Microsoft Dynamics CRM version 3.0, giving you a fuller understanding of how it is designed to work the way you do, work the way your business does, and work the way technology should. Click here for full 31 page guide.
Essential areas of information addressed include: • How Microsoft CRM meets your business needs both today and in the future by providing you withpowerful features, flexible deployment options, and transparent migration • Features and capabilities that address core CRM activities such as demand creation, marketing,customer service, and mobile CRM • User-based design that offers an improved interface, seamless integration with key software programssuch as Microsoft Office, and increased access to CRM data for use well beyond the traditionalsales-related context • An extensive list of resources that add value to the Microsoft CRM solutions
Contact InterDyn Business Microvar today to learn how your business can benefit from Microsoft Dynamics CRM. Call 651-639-0575 or email audra.clair@interdyn.com
Use this checklist to help you find the best vendor to provide solutions that best serve your unique business needs. You want to make sure you can build a productive relationship with the software vendor you choose so your investment in business software can yield the benefits you look for. Especially if your organization does not use a request for proposal (RFP) process, consider getting answers to the questions below from the prospective vendor and your software selection steering committee. To download the complete Solution Provider List, click here.
Vendor company
Where is the vendor located?
Where are its local offices?
How many employees does the vendor have?
How long has the vendor been in business?
If the vendor is not independent, who owns the vendor's company?
Who are the vendor's most important business and trading partners?
What is the vendor's understanding of and vision for your industry?
Does the vendor specialize in any particular software product or a specific software manufacturer's offerings?
What horizontal or vertical market does the vendor focus on?
Vendor offerings
What software products does the vendor offer? Ask the vendor to describe or provide specific information. o Does the vendor offer products developed by other software makers? o Are some or all of the vendor's solutions created by his or her own organization?
What kind of hardware does the vendor provide? Ask the vendor to describe or provide specific information. o Servers and PCs? o Networking and communications devices? o Storage devices? o Mobile devices? o Any other?
What services does the vendor offer? Ask the vendor to describe or provide specific information. o Customization? o Software development? o Deployment? o Training? o Maintenance and support? o Any other?
Vendor customers
How many customers does the vendor currently serve?
How many customers use the proposed vendor solution?
Are any customers available as references for the solution the vendor is proposing?
How many of the vendor's customers are in your industry and comparable in size and business requirements to your organization?
Vendor solution
What is the name of the product?
What is the current version number?
How many current installations exist?
How would you describe the solution?
Are any enhancements for the solution already in planning?
How does the solution stack up against your business requirements? o Strengths o Weaknesses
Is the cost within your budget?
How does the vendor's licensing model work?
What is the feedback about the demo of the solution?
Is financing available?
Solution implementation
How does the typical implementation process work?
Who performs the implementation?
How long is implementation expected to take?
What disruptions are possible?
How can the vendor help make the transition easier?
How can the solution interoperate with your existing, technical environment? o Hardware
o Servers o Desktop computers o Software o Operating system o Business productivity software o Databases o Other applications
How many of the vendor employees have certification or special training for this solution?
How much training do your employees need to be proficient with the solution?
How can the vendor validate and test the solution after implementation?
How can the vendor remedy any problems or shortcomings?
The vendor and your organization
Are business visions and company cultures compatible?
What level of professionalism and responsiveness do your vendor employees display?
How credible are the vendor's claims about the suggested product or solution?
Can the vendor assist you in measuring return on investment and total cost of ownership for the solution?
What makes this vendor a good fit with your organization?
What distinguishes this vendor from the competitors you reviewed?
Will the vendor be around in 5 or 10 years?
What reservations about this vendor have members of your software selection steering committee voiced?
Convergence is the premier Microsoft Dynamics event, bringing customers, partners, team members and industry experts together in an environment created for you to discuss solutions, address business needs and establish a true community that can be leveraged throughout the year.
Ballmer to speak at Convergence 2008 Orlando After attending his first Convergence event in San Diego this past March, Microsoft CEO Steve Ballmer was impressed by the unique opportunity Convergence provides Microsoft employees, partners and customers to come together and interact. Mr. Ballmer is already slated to deliver the opening keynote at Convergence 2008 in Orlando.
Microsoft Dynamics CRM 4.0 Workgroup Edition This version is limited to 5 or fewer users. It can be installed on Microsoft Windows Small Business Server 2003 R2 Enterprise Edition, any of the supported Windows Server 2003 editions, or Microsoft Windows Server 2008. This version is limited to a single organization and a single computer that is running Microsoft Dynamics CRM 4.0 Server.
Microsoft Dynamics CRM 4.0 Professional Edition This version has no user limit and is limited to a single organization. Microsoft Dynamics CRM 4.0 Professional Edition Server can, however, be installed to more than one computer.
Microsoft Dynamics CRM 4.0 Enterprise Edition This version has no user limit. Additional features include support for multiple organizations, multiple server instances, and role-based service installation. Rolebased services let you increase performance by installing component services on different computers.
Microsoft Dynamics CRM 4.0 – Workflow The core architectural changes are: • Unified Event Model • Asynchronous Host o Multi-tenant/Stateless o Scalable o Reliable • Windows Workflow Foundation • Extensibility Mechanism
Workflows are now available to end users, who no longer need access to the server in order to create, modify, and monitor them. Child workflows and workflow templates provide two ways for users to build upon existing workflow logic while they are creating new workflows. Workflows now support many more record types. Also, they can now be triggered by the update and delete events, and a workflow can be triggered by more than one event. Dynamic values and conditionals are more useful. The new user interface for workflows includes the Form Assistant, a tool for specifying dynamic values. Dynamic values are also improved by the increased number of record relationships. So, there are more records and attributes available for inclusion in dynamic values.
One of the other things that has changed in Microsoft Dynamics CRM 4.0 is that we now can apply and use stages on all workflow logic which makes it possible to define and monitor parts of a complex workflow. In v3.0 we only could use staging on the opportunity level.
With Microsoft Dynamics CRM 4.0 we have build in support for multiple tenants. Multi-tenancy is about sharing hardware and software, NOT transactional data. The customizations are performed at the tenant level and each tenant can have their own set of customizations. Each installation will have a base language and on top of that you can install language pack(s), which can be activated per tenant. A user can have access to multiple tenants.
So what's new with entity relationships. Well, In CRM 3.0 we had One-to-Many (1:n) relationships between entities, with the following limitations:
CRM 3.0 Entity Relationships
One-to-Many System-Custom : A custom entity is linked to a system entity. The custom entity has a lookup field to associate it with a system entity.
One-to-Many Custom-Activity/Note: This common relationship can be created automatically when you select to have Notes and Activities associated with a custom entity.
One-to-Many Custom-Custom: This represents when you include a custom entity as the child of another custom entity. The child entity has a lookup field to associate it with the parent custom entity.
One-to-Many Custom-System: This represents when a custom entity is linked to a system entity. This cannot be a parental relationship type; it can only be a referential relationship type. A lookup field is added to the system entity, but it is not a required field.
Custom-Custom: A referential relationship can be added between two custom entities. This means that you can create two relationships between two custom entities. This creates lookup attributes on both entities so that each entity has a reference to another.
In addition, only certain system entities could participate in a One-to-Many relationship. Now with CRM 4.0, the range of entity relationship options has been increased and you can now create the following:
Additional CRM 4.0 Entity Relationships
One-to-Many System-System: A system entity is linked to another system entity. The child system entity has a lookup field to associate it with a parent system entity.
Self-Referential: An entity linked to itself. For example a Case can be linked to a master Case.
Multiple Relationships Between Entities: For example the Account entity might have two relationships with a Contact entity - a primary and secondary Contact
Many-to-Many System-System, System-Custom & Custom-Custom: The one that everyone has been waiting for. Not only will this remove the need to build a "joining" entity, but you have control over how the relationships show up in the UI
****This posting is provided "AS IS" with no warranties, and confers no rights.****
Content ID Title 922815 Update Rollup 1 for Microsoft Dynamics CRM 3.0 is available
923014 "Event ID: 32" and "Event ID: 59" occur when you start Microsoft Dynamics CRM 3.0 Mobile Deployment Manager on a Microsoft Dynamics CRM server
908951 Microsoft Dynamics CRM 3.0 updates and hotfixes
931270 Error message when you use the Microsoft Dynamics CRM client for Microsoft Office Outlook: "Microsoft Office Outlook has encountered a problem and needs to close. We are sorry for the inconvenience"
925874 Changes to daylight saving time in 2007 for Microsoft Dynamics CRM
927751 Update Rollup 2 for Microsoft Dynamics CRM 3.0 is available
834790 How to use Crystal Reports 9 to write parameter-driven reports for Microsoft CRM 1.2
922815 Aktualisierungsrollup 1 für Microsoft Dynamics CRM 3.0 ist verfügbar
911520 E-mail activities are not automatically sent to the recipients when you distribute e-mail activities for a campaign in Microsoft Dynamics CRM
906471 How to change the incoming or outgoing Microsoft Exchange Server settings after the original installation of Microsoft Dynamics CRM is completed
904435 Update Rollup 2 is available for Microsoft CRM 1.2
870635 An update is available to enable Microsoft CRM to work on Microsoft Windows XP Service Pack 2 and on Microsoft Windows Server 2003 Service Pack 1
923387 Error message when you view a report in Microsoft Dynamics CRM 3.0: "System.Web.Services.Protocols.SoapException: The feature: "Report history snapshots" is not supported in this edition of Reporting Services."
917948 How to move Microsoft Dynamics CRM 3.0 SQL databases from one server to a different server that is in the same domain
Microsoft Dynamics CRM (Microsoft CRM) is a customer relationship management (CRM) solution that provides the tools and capabilities needed to create and easily maintain a clear picture of customers, from first contact through to purchase and post-sales. With modules for sales, marketing, and customer service, Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution that drives consistent, measurable improvements in every business process, enabling closer relationships with customers and helping to achieve new levels of profitability. Even for companies with the most complex of sales processes, Microsoft Dynamics CRM provides easy-to-use features and capabilities to help improve the way sales and marketing organizations target new customers, manage marketing campaigns, and drive sales activities. Here's how Microsoft Dynamics CRM (Microsoft CRM) can help your employees make better business decisions and get a clearer view of your customers.
Click below for an information guide on choosing your solution provider VendorChecklistCRM.pdf
Established in 1985, InterDyn Business Microvar's (Microsoft Gold Certified Partner) mission is to enhance the lives of its employees and customers by working together to provide quality business solutions.
Experience: We have been helping businesses understand the scope, manage the installation, and support critical business software applications since 1985. We have completed over 1,000 implementations and we are currently working with more than 500 active clients to provide ongoing support services.
Proven Methodology: We commit to each client that the appropriate professionals will be assigned to understand your unique requirements, develop a project plan, and implement a total solution.
First Class Support: We stand by you with a fully staffed and an available (from 8:30 a.m. - 5:00 p.m. CST) help desk of experienced support professionals.
Lifetime Relationships: We are known within the industry for the customer community we foster. To support our clients, we host periodic customer focus groups and seminars, quarterly user group meetings and an annual user conference.
The Bottom Line: We are able to help small to mid-size companies by improving there own client relationship management and back office operations. With Microsoft-centric solutions, proven methodologies and years of experience, our clients are gaining the edge they need to compete and win.
Ethical Business Practices: We must conduct ourselves with the highest level of integrity and treat all individuals in our business community with dignity and respect. InterDyn Business Microvar is committed to both clients and employees in developing a teaming atmosphere, company and employee growth and building the knowledge and the skills that will continue to benefit each of our customers.
Ready to have real-time insight into marketing ROI vs. searching for lost leads?
You have great ideas about streamlining the productivity of your sales and marketing team. InterDyn Business Microvar has the expertise to implement and tailor Microsoft Dynamics CRM™ to help you make your vision a reality.
To learn more about Microsoft Dynamics CRM, join our Webinar Tuesday, October 30th, 2007 from 9am-10:30am.
Microsoft Dynamics CustomerSource Key Features Online support and product information available any time, from anywhere!
Microsoft Dynamics CustomerSource is a valuable connection to your relationship with Microsoft and an efficient way of accessing information you need 24 hours a day. This one-stop resource helps you maintain and grow your business management solution and increase productivity. Customers with a service plan can use it at any time to get information such as technical support, product updates and downloads, training, events, and more. CustomerSource provides access to timely information about each business management solution and can help reduce support costs by allowing you to find answers to your questions at any time.
When you log in, CustomerSource displays content pertinent to your products and profile, delivering information relevant to you in your geography.
Key FeaturesCustomerSource key features include
News and Events
Account Management
Support
Knowledge Base
Downloads and Updates
Technical Documentation
Product and Service Information
Training and Certification
Solution Finder
Microsoft Dynamics Newsgroups
News and EventsStay up to date on the latest corporate, local, and product-specific news and upcoming events.
News and press releases Read the latest news affecting your business and your Microsoft Dynamics product with information on special offers, new products, product releases, and press releases.
Articles View articles about business issues from industry experts.
Conferences and seminars Plan to attend an upcoming seminar or conference. Use this opportunity to learn how you can improve your business success with Microsoft Dynamics while interacting with your peers and team members.
Online seminars and webcasts Participate in an online seminar or webcast to learn more about how our products and services can drive your business success.
Content ID Title 922815 Update Rollup 1 for Microsoft Dynamics CRM (Microsoft CRM) is available
923014 "Event ID: 32" and "Event ID: 59" occur when you start Microsoft Dynamics CRM 3.0 Mobile Deployment Manager on a Microsoft Dynamics CRM server
908951 Microsoft Dynamics CRM 3.0 updates and hotfixes
931270 Error message when you use the Microsoft Dynamics CRM client for Microsoft Office Outlook: "Microsoft Office Outlook has encountered a problem and needs to close. We are sorry for the inconvenience"
925874 Changes to daylight saving time in 2007 for Microsoft Dynamics CRM( Microsoft CRM)
834790 How to use Crystal Reports 9 to write parameter-driven reports for Microsoft CRM 1.2
927751 Update Rollup 2 for Microsoft Dynamics CRM 3.0 is available
922815 ktualisierungsrollup 1 für Microsoft Dynamics CRM 3.0 ist verfügbar 911520 E-mail activities are not automatically sent to the recipients when you distribute e-mail activities for a campaign in Microsoft Dynamics CRM
906471 How to change the incoming or outgoing Microsoft Exchange Server settings after the original installation of Microsoft Dynamics CRM is completed
870635 An update is available to enable Microsoft CRM to work on Microsoft Windows XP Service Pack 2 and on Microsoft Windows Server 2003 Service Pack 1
904435 Update Rollup 2 is available for Microsoft CRM 1.2
923387 Error message when you view a report in Microsoft Dynamics CRM 3.0: "System.Web.Services.Protocols.SoapException: The feature: "Report history snapshots" is not supported in this edition of Reporting Services."
917948 How to move Microsoft Dynamics CRM 3.0 SQL databases from one server to a different server that is in the same domain
Microsoft CRM 3.0: Update Rollup No. 2 Update Rollup 2 is a tested, cumulative set of updates for Microsoft Dynamics CRM (fomerly Microsoft CRM) Server 3.0 and Microsoft Dynamics CRM client for Outlook 3.0, including performance enhancements that are packaged together for easy deployment.
Microsoft Dynamics CRM 3.0 Server MP for MOM 2005 The Microsoft Dynamics CRM 3.0 Server Management Pack for MOM 2005 monitors the Microsoft Dynamics CRM 3.0 Server services and their availability.
Top KB Articles for Microsoft CRM 908951 - Microsoft Dynamics CRM 3.0 updates and hotfixes
922815 - Update Rollup 1 for Microsoft Dynamics CRM 3.0 is available
931270 - Error message when you use the Microsoft Dynamics CRM client for Microsoft Office Outlook: "Microsoft Office Outlook has encountered a problem and needs to close. We are sorry for the inconvenience"
927667 - The Import Customizations Web page does not close as expected when you try to import customizations in Microsoft Dynamics CRM 3.0 after you install Internet Explorer 7
925874 - An update for the 2007 daylight saving time changes is available for Microsoft Dynamics CRM 3.0 and for the Microsoft Dynamics CRM 3.0 client for Outlook
930155 - A new release of the Microsoft Dynamics CRM client for Outlook is available
910090 - Error message when you try to start Microsoft Outlook after you install the Microsoft Dynamics CRM client for Outlook: "There is a problem communicating with the Microsoft CRM Server"
913509 - The Outlook 2003 toolbar does not appear, and you receive an error message when you start Outlook 2003 on a computer that is running Microsoft Dynamics CRM 3.0
933234 - Error message when you try to track an HTML-formatted e-mail message that contains an image in the signature in Microsoft Dynamics CRM 3.0: "An error occurred promoting this item to Microsoft CRM"
917948 - How to move Microsoft Dynamics CRM 3.0 SQL databases from one server to a different server that is in the same domain
923014 - Event ID error messages are logged in the event log when you start Microsoft Dynamics CRM 3.0 Mobile Deployment Manager on a Microsoft Dynamics CRM server
922815 - Update Rollup 1 for Microsoft Dynamics CRM 3.0 is available
908951 - Microsoft Dynamics CRM 3.0 updates and hotfixes
931270 - Error message when you use the Microsoft Dynamics CRM client for Microsoft Office Outlook: "Microsoft Office Outlook has encountered a problem and needs to close. We are sorry for the inconvenience"
925874 - An update for the 2007 daylight saving time changes is available for Microsoft Dynamics CRM 3.0 and for the Microsoft Dynamics CRM 3.0 client for Outlook
834790 - How to use Crystal Reports 9 to write parameter-driven reports for Microsoft CRM 1.2
927751 - Update Rollup 2 for Microsoft Dynamics CRM 3.0 is available
906471 - How to change the incoming or outgoing Microsoft Exchange Server settings after the original installation of Microsoft Dynamics CRM is completed
911520 - E-mail activities are not automatically sent to the recipients when you distribute e-mail activities for a campaign in Microsoft Dynamics CRM
910242 - You receive error messages when you try to send or promote an e-mail message in Microsoft CRM 3.0
Be the first to experience how your organization can secure customer relationships and enhance business productivity with Microsoft Dynamics™ CRM. Apply now to participate in the Microsoft Dynamics™Live CRM and Microsoft Dynamics™ CRM early-access programs.
Microsoft Dynamics™ Live CRM delivers a fast,flexible and familiar customer management solution for businesses looking to combine the power of online services with the richness of their everyday productivity applications. This solution is optimized for business work groups or departments who want to have their customer relationships managed by Microsoft.
If you are interested in Microsoft Dynamics Live CRM contact us today: audrac@businessmicrovar.com or 651.639.0575
Microsoft is bringing customer relationship management (CRM) software into a new era with Microsoft Dynamics CRM ™ 3.0. It is a flexible CRM solution that works the way your people do, works the way your business does, and works the way IT wants it to.
If you would like more information regarding Microsoft Dynamics CRM™ 3.0 contact InterDyn Business Microvar, your Local Microsoft Gold Certified Partner. info@businessmicrovar.com or 1-866-234-3249
Pursue your business goals with confidence. Drive your business forward by building more profitable customer relationships.
Attend a Microsoft sponsored webcast on Tuesday, June 19, 2007 to learn a better way to manage your customers.
A Microsoft CRM expert will steer you through how a comprehensive Microsoft Dynamics CRM solution can help you manage customer information simply and affordably so that you can:
connect information with people and processes
integrate with Microsoft programs already familiar to your emmployees.
develop closer relationships with suppliers and customers
measurably improve every business process.
help to drive ROI through increased companywide productivity.
“Kicking the CRM Tires” Tuesday, June 19, 2007 10:00 AM (CST) Duration: 60 minutes
If you are interested in attending this webast contact Audra Clair at audrac@businessmicrovar.com or 651.746.1466
Once registered, you will be sent the link for the webinar at 9:30a.m. on Tuesday June 19th.
Space is limited, so sign up now to assure your spot!
InterDyn Business Microvar tailors communication and collaboration solutions for organizations like yours, giving people the tools they need to help drive success. Every business is unique, but one fact is true for all: In today’s rapidly changing business world, companies need to stay connected to their customers and in tune with customer preferences.
Our experts will work closely with you to create security-enhanced, manageable, and easy-to-use solutions to help:
Simplify the way your people, your partners, and your customers work together.
Improve productivity with easy access from anywhere, anytime, to anyone.
Why Microsoft Dynamics CRM?Acquiring, servicing, and retaining customers are key challenges for every business. A streamlined strategy that connects all customer-facing processes and activities can help keep customer relationships at a desired level. With Microsoft Dynamics CRM solutions, you can craft such a strategy. You can integrate sales, services, and marketing processes to provide a satisfactory customer experience while maximizing your revenue potential. With thousands of CRM customers worldwide and hundreds of thousands of users, Microsoft Dynamics CRM is the right choice for customers who are looking for speedy, cost-effective, and flexible CRM solutions. As a trusted Microsoft partner, we offer the expertise and service to help you integrate powerful Microsoft solutions with your infrastructure today so you can keep your business productive and running smoothly in the future. See for yourself how you can give your people and your customers more for less.
Pursue your business goals with confidence. Drive your business forward by building more profitable customer relationships.
Attend a Microsoft sponsored webcast on Thursday, April 26, 2007 to learn a better way to manage your customers.
A Microsoft Dynamics CRM expert will steer you through how a comprehensive Microsoft Dynamics CRM solution can help you manage customer information simply and affordability so that you can:
· connect information with people and processes. · integrate with Microsoft programs already familiar to your employees. · develop closer relationships with suppliers and customers. · measurably improve every business process. · help to drive ROI through increased company wide productivity.
“Kicking the CRM Tires” Thursday, April 26, 2007 10:00 AM (CST) Duration: 60 minutes Event Code: 1032337443
InterDyn Business Microvar has been a leader in offering financial and business management solutions for small to mid-size organizations for more than 20 years. Software solutions include Microsoft Dynamic GP (Great Plains), Microsoft Dynamics CRM (Customer Relationship Management), and Microsoft Retail Management System (RMS). This Microsoft Gold Partner also provides Microsoft Networking Solutions and services. InterDyn Business Microvar offers a wide range of services including business consulting, implementation and training, development, reporting, and support. The company is a member of InterDyn, an international organization of Microsoft Business Solutions Partners servicing more than 2,500 customers in the United States, Canada, Mexico, Australia and the UK. InterDyn Business Microvar has a very successful and fast-growing Dynamics CRM practice and is looking to add several staff members to this consulting team.
Register today to win* an Xbox 360™!We are excited to invite you to be our special guest at this event where you’ll discover how to make your business more competitive by empowering your people to do more. The event will feature a special sneak preview of the coming releases of the Windows Vista™ operating system and the 2007 Microsoft Office system.
You’ll get a firsthand look at how the latest Microsoft Dynamics™ business solutions can add real strategic value to your company by helping your people:
Microsoft Dynamics CRM has taken the market by storm! To provide our clients the opportunity to preview this exciting product, we are conducting a series of Webinars.
