Microsoft Dynamics CRM 2011: Frequently Asked Questions (FAQ)

What is Microsoft Dynamics CRM 2011?

Microsoft Dynamics CRM 2011 hosting is, at its core, a CRM (Customer Relationship Manager) system that allows your company to stay on top of every account, contact, prospect and opportunity while providing the management team a detailed look into the activity throughout the company. Through a browser-based configuration tool, you will be able to automate a large portion of the data-tracking and customer communication that is today done manually by your organization.

What is needed to use the CRM 2011 Service?

After signing up for service, your new Customer Relationship Manager can be accessed immediately through Internet Explorer from any location. You are also able to set up the FREE Outlook Connector Tool that will synchronize Outlook with the data in your new CRM.

What is needed to get CRM Service started?

After signing up for service, you are able to connect to your new Contact Relationship Manager immediately after receiving your Welcome Letter from SaaShost.net.

Will Outlook integrate with the CRM Service?

Outlook connects quickly and easily with the Outlook Connector.

Does Outlook integration cost more?

A FREE Outlook connector is provided for every CRM client. The Outlook Connector allows you to access everything in Dynamics CRM via Outlook, as well as keep everything in Outlook synchronized with Dynamics automatically and seamlessly!

Are there other ways to see the CRM content outside of Outlook?

Yes, with Internet Explorer you are able to view everything in Dynamics CRM from anywhere with an Internet connection.

Can I see the CRM Contacts on my mobile device?

Yes, you are able to synchronize your CRM contacts with your mobile device. You can use the free Microsoft Outlook CRM plugin which will synchronize the contacts from CRM to Outlook. This allows you to synch Outlook to your phone, in most cases over the air with hosted Microsoft Exchange.

Are we able to send email to the accounts and/or contacts in the CRM?

Absolutely! You are able to send email from several sources (i.e. from Outlook or via a web browser) to individual contacts, or even send to multiple contacts via a marketing campaign!

How much can we customize the CRM?

Microsoft Dynamics CRM 2011 is completely customizable! Almost everything can be accomplished through the drag and drop interface.

Can we use the CRM with SaaShost.net hosted Exchange service?

SaaShost.net engineers are able to link the Exchange servers to your CRM servers on your request. This allows you to deploy a seamless email solution to your contacts straight from the web browser!

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