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Microsoft® CRM FAQ

Is Microsoft CRM accessible from the web?

Yes. Microsoft CRM offers both a rich client (accessible thru Outlook) and a thin client (accessible thru a web browser). Users can work either online or offline to access sales functionality from outlook. This means they can pull up accounts, contacts, products, sales literature, activities and opportunities as well as synchronize Microsoft CRM contacts, appointments, tasks and emails with Outlook.

How does Microsoft CRM integrate with the Microsoft Office System?

Sales and Customer Service modules are integrated with Office 2000, Office XP and Microsoft Office Edition 2003 applications, supporting full sales functionality both online and offline from Outlook, email templates and mail merge with Work and data export to Excel.

Does Microsoft CRM integrate with Microsoft Business Solutions?

Microsoft CRM integrates with Microsoft Business Solutions – Great Plains 7.0. Integration of key data includes: contacts, accounts, products, price lists, orders, contracts and more. Microsoft CRM will integrate with an increasing number of Microsoft Business Solutions applications in the near future.

Does Microsoft CRM integrate with non-Microsoft applications?

Yes. We can help you customize your Microsoft CRM solution for integration with third party applications.

How is Microsoft CRM implemented and supported?

Microsoft CRM is designed for rapid implementation with centralized server-side installations that ensure faster deployment, easier maintenance and straightforward upgrades. Our staff of trained professionals can assist you with any and all aspects of your installation. In face we can do the entire installation including all of the customizations required for your business.