Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software from Microsoft. It is a part of the Microsoft Dynamics business software applications. In contrast to the other Dynamics products Dynamics CRM (version 3.0) is completely based on Microsoft. NET and is easily in Visual Studio. NET integrated projects.

History

The first version, which was available to customers, was version 1.2. The version 2 was skipped entirely for marketing reasons. As of version 3.0 there were simplified customization, and even the printing was now possible. In addition, Dynamics CRM has been completely integrated into Outlook. E- mails, appointments, and tasks can be with the button " Track In CRM" translated into Dynamics CRM. Also an offline synchronization is provided for field staff. The amount of data is limited only by the size of the local disk. The limit of 2 GB, which normally applies to databases of Microsoft SQL Server Express Edition, is repealed by the installed client. Currently, the 2013 version, which has brought alongside a global deployment as an online service more profound extensions.

Functionality

The 2011 version is characterized by new features, such as field-level security, and other Extensions. Perhaps the most important feature is the multi - tenancy, which allows multiple disjoint organizational units on a single server accommodate it. Microsoft Dynamics CRM 2011 has been released with the following improvements:

  • Robust and scalable
  • Improved remote possibility even without VPN directly via HTTP and HTTPS
  • Very deep integration with Microsoft Outlook
  • Integration in Word and Excel
  • So that changes to the data in the CRM update support for dynamic tables in Excel, the data in the dynamic Excel spreadsheets, including charts and reports that may be contained therein
  • Support for dynamic Excel Pivot Tables
  • Field-Level Security
  • Individual user masks
  • Integration of dashboards
  • Support of assistants that can be created on the surface in order to simplify the data entry
  • Support for JavaScript libraries to store code centrally and use in several areas
  • Support of solutions to distribute extensions more easily

Technical Infrastructure

Dynamics CRM can be used in three different ways. The customer can access the one on CRM Online. The software is hosted by Microsoft. For the second and Microsoft Dynamics CRM partner can host in a data center and provide their customers from there via the internet. Third, the software can be also on-site in the company set up.

For operation on site, the following technical infrastructure is required:

  • Microsoft Windows Server 2003 or 2008
  • Microsoft SQL Server 2005 or 2008 Standard or Enterprise Edition, from CRM 2011 SQL Server 2008
  • Internet Information Server
  • Active Directory
  • Web Client. Internet Explorer version 4.0 for Dynamics CRM 4, version 7.0 for Dynamics CRM 2011 Dynamics CRM since version 2011, RU 13 also run with current versions of Firefox, Chrome or Safari, the simplified mobile version of the application runs on all browsers.
  • Integrated Client: Outlook 2003, 2007 or 2010
Disjoint sets Internet Information Services
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