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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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 microsoft crm 4 requirements


Microsoft Dynamics and the 2007 Microsoft Office System: Integration Highlights
Business management solution users spend most of their time “heads down” in the business application, but they also need to use communication and desktop

microsoft crm 4 requirements  Dynamics. Visualize Sales Opportunities Microsoft CRM offers numerous ways to take advantage of integration with Microsoft Office to increase your ability to analyze information and make better informed decisions. By accessing Microsoft CRM information in Excel, you have the ability to visually understand sales information, discover trends and drill into exceptions. Figure 15: Understand and visualize your opportunity pipeline using Microsoft CRM with Excel, helping you discover important trends and find

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

CRM for Financial and Insurance Markets RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Microsoft Lays Enforced-Concrete Foundation For Its Business Solutions Part 4: User Recommendations


Despite the plausible product roadmap, any organization evaluating MBS products should keep itself informed, and consider existing functionality only. MBS, at this stage, will likely not appeal to companies that need more complex CRM capabilities or must manage customer relationships through diverse lines of business (LOBs).

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Microsoft And Great Plains - A Friendship That Turned Into A Marriage


Software giant Microsoft treated itself with a $1.1B Christmas present; it announced an agreement to acquire its long-term partner Great Plains Software, a business application provider for the low-end of the market. Will this move alienate Microsoft from a slew of other partners competing in the same space, even as the rumors of yet another antitrust legal action abound?

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Microsoft Dynamics CRM: Much More Than Meets the Eye - Part 1


While Microsoft Corporation has not usually been that forthcoming about breaking down its revenues per individual product lines, during one earnings announcement call for financial analysts in 2009, the worldwide leader in software, services, and solutions for people and businesses pointed out the following three products as its best performers: SharePoint, Microsoft

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Scala and Microsoft Become (Not So) Strange CRM Bedfellows Part Two: Market Impact Continued


Microsoft's foray into the CRM arena has not been a bed of roses, despite its indisputably large marketing muscle and R&D investment, its strong channel, traditionally attractive pricing policies, and the aura and experience within the market segment. Microsoft CRM remains both a threat and an opportunity for the most nimble mid-market CRM vendors. Microsoft’s entry with CRM evangelism through an array of seminars nationwide has bolstered the market’s awareness of the need for CRM applications.

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Microsoft Dynamics NAV 2015 Is Generally Available


Microsoft announces the general availability of Microsoft Dynamics NAV 2015, its enterprise resource planning (ERP) solution tailored for small and medium businesses (SMBs). Read up on the product's key enhancements.

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Pivotal CRM: CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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Enterprise On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

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CRM: Past, Present, and Future


Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

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Top 10 Features Small and Medium Businesses Should Seek in a CRM Solution


Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution.

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The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

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