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Home page » Solutions » Microsoft Dynamics CRM » Dynamics CRM Functionalities

Microsoft Dynamics CRM Functionalities

With its three modules: Marketing, Sales and Service Management and its native reporting tools, Microsoft Dynamics CRM adds to the visible improvement of your company’s workflows and helps you gain an important competitive advantage, thanks to a better relationship with your customers.

 Sales Module

 Marketing Module

 Service Management Module

Sales Module

Win new customers and increase your sales profits

Achieve your business objectives with Microsoft Dynamics CRM

Win new customers and increase your sales profits

With the sales module you have a 360° view on your customers, with the possibility to view this information online, as well as offline. You benefit from tools which help your sales department access real-time information about potential customers, identify new sales opportunities and close the pending deals. All much faster and much more simple.


Please find below some of the functionalities you’ll enjoy by using the sales module:

  • Contact and customer account management
  • Prospects and opportunities management
  • Immediate access to the price and products catalogue
  • Sales territories management
  • Sales forecast and sales performance analytics
  • Offline and online access to information

Achieve your business objectives with Microsoft Dynamics CRM

The main objective of most sales managers is to reduce the sales cycle, lower the time needed to transform an opportunity in a sales order and increase the sales revenue. By structuring your customer related information, adopting the best business practices and encouraging collaboration between your teams, Microsoft Dynamics CRM brings to your sales department all the tools needed to simplify your workflows and make them more efficient, so that your sales team can spend more time closing deals and reaching sales targets.

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 Marketing Module

Have a clearer view of your customers and create more informed marketing campaigns

Achieve your business objectives with Microsoft Dynamics CRM

Have a clearer view of your customers and create more informed marketing campaigns


Target you customer portfolios in distinct market segments and promote the company products to one or many of these segments, according to different marketing strategies based on different business models.

With Microsoft Dynamics CRM your marketing team enjoys several tools meant to help them, such as:

  • Customer segmentation based on different criteria
  • Marketing campaigns planning and execution
  • Import customer list and manage data quality
  • Create, analyze and segment the targeted market sector
  • Collaboration between the marketing and the sales teams
  • Key performance indicators analytics regarding the team and the campaigns

Achieve your business objectives with Microsoft Dynamics CRM

One of the greatest marketing challenges is to transform client information in effective campaigns. By creating for each customer an accessible view, common to all departments, Microsoft Dynamics CRM allows the marketing team to better understand your customers. This customer knowledge can be used to adjust targets and to set up more efficient campaigns in order to increase sales.

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Service Management Module

Provide more value to your customers

Achieve your business objectives with Microsoft Dynamics CRM

Provide more value to your customers


React much faster to customer demands address to your customer service department. Help your customer service team preview, manage and deliver your customers coherent and useful services, thus adding to your company’s long term profitability.

Microsoft Dynamics CRM includes some of the following functionalities:

  • Customer account and contact management
  • Documents management and activity history
  • Product and contract management
  • Knowledge base management
  • Service planning and resource allocation
  • Resource workflows and resource groups
  • Customer service reporting and analytics

Achieve your business objectives with Microsoft Dynamics CRM
Offering quality services, dealing with an increased number of customer demands without the allocation of extra resources and transforming each customer contact in an opportunity to increase the value of your business – these are the new objectives of the customer service department. By helping your employees deliver useful solutions to your customers’ demand in less time, Microsoft Dynamics CRM helps you to increase your customer satisfaction level, as well as your customer loyalty.

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