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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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 crm dynamics training


Dynamics CRM
Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) solution comprised of a robust suite of sales, marketing, and customer

crm dynamics training  CRM Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) solution comprised of a robust suite of sales, marketing, and customer service capabilities. The product offers businesses of all sizes a fast, flexible, and affordable solution for finding, winning, and growing profitable customer relationships. Native Office Outlook integration encourages rapid user adoption, improves productivity, and helps streamline business processes for greater overall impact. Microsoft D

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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

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Documents related to » crm dynamics training

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 productivity tools. Thus, business solutions need familiar, easy-to-learn user interfaces. They need to be “process-centric” and role-based. And they need to provide a bridge between the worlds of structured business applications and unstructured desktop productivity software.

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Dynamics NAV


Microsoft Dynamics® NAV 2009 is a complete business management solution that helps people work faster and smarter and gives businesses the flexibility to adapt to new opportunities and growth. The 2009 release offers breakthrough user experience and technology innovations while maintaining the simplicity that has always been a core value of this solution. With Microsoft Dynamics NAV 2009, businesses can: Provide streamlined access to relevant tasks and information with Role Centers that help people work more effectively. Improve agility with enhanced flexibility to adapt to meet changing needs. Connect Microsoft Dynamics NAV easily to a wide range of applications and data sources.

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Dynamics SL


Released in 1994, Microsoft Dynamics SL (formerly Microsoft Business Solutions Solomon) is a business solution targeted to the lower and mid-tiers of the mid-market and t to meet the needs of project-centric and distribution-driven companies. The system includes financials, payroll, advanced distribution/supply chain management, project management, e-business, customer relationship management, and field service management solutions.  

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Dynamics AX


Microsoft Dynamics AX (formerly Navision Axapta) was created through the merger of Navision Software A/S and Damgaard A/S in December 2000, and it was acquired in 2002 by Microsoft. Dynamics AX is a multilanguage, multicurrency enterprise resource planning (ERP) solution for growing or midsize and larger companies. With applications for financial management, customer relationship management (CRM), supply chain management (SCM), human resource management, project management, and analytics, Dynamics AX integrates with Microsoft products such as SQL Server, BizTalk Server, Exchange, Office, and Windows. Dynamics AX was designed with one database, one toolbox, one business logic, and one source code.

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Microsoft Dynamics GP 2015 (and More) Now Available


Microsoft has announced the general availability of Microsoft Dynamics CRM 2015, the 2015 update to Microsoft Dynamics Marketing, Microsoft Dynamics GP 2015, and the latest update to Microsoft Dynamics AX 2012 R3. These latest product releases reflect the continued innovation being delivered by the MBS team to introduce new capabilities that help people collaborate better, provide deeper insights, and work across devices and platforms.

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How Good is Microsoft Dynamics ERP, really?


Simply visit TEC's ERP Software Comparison Reports to compare Dynamics AX ERP against two other ERP solutions of your choice.

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The Case for a New CRM Solution


CRM software has gone well beyond being a "good to have" capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution.

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TEC 2011 CRM Buyer's Guide


The new TEC 2011 CRM Buyer's Guide makes it easy.

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CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?


Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success.

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CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

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