1 / 2

The Dynamics CRM Solution Provider

Affluent Global Provides Solutions and Business Process Consulting Services to Enterprise and Mid-sized Companies Throughout the United States, Latin America and Japan with a Greater Focus On the Microsoft Dynamics CRM Product.

affluentgs
Télécharger la présentation

The Dynamics CRM Solution Provider

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. THE DYNAMICS CRM SOLUTION PROVIDER Affluent Global Provides Solutions and Business Process Consulting Services to Enterprise and Mid-sized Companies Throughout the United States, Latin America and Japan with a Greater Focus On the Microsoft Dynamics CRM Product. Affluent Global has Experience in Several Industries Including Financial Services, Insurance Services, and Professional Services & Healthcare. Affluent Global is CRM Solution Provider in Hyderabad. Today, many organizations are looking at ways to become more client-centric, using supporting technologies such as customer relationship management (CRM) software. Technical Capabilities in Microsoft CRM Dynamics CRM for Phones and Tablets Microsoft CRM comes with a native mobile app. With the help of Microsoft CRM online users can view, update, and create CRM data, allowing for increased productivity while working remotely. The Microsoft Dynamics CRM app can be further customized or extended to meet complex requirements. Security Model & Roles Microsoft CRM security modelkey features are listed below. •E-based security : The role-based security can be leveraged to group sets of privileges together into roles describing the tasks that can be performed by a user or a team. Record-based security: The record-based security can be configured to control user and team rights to perform actions on individual records. This applies to instances of entities (records): The owner of a record can share or grant access to a record to another user or team. •Field-level security : The field-level security can be configured to restrict access to specific high business impact fields in an entity only to specified users or teams. •Form-based security : The form-based security can be configured to allow or restrict access to specific form(s) exposing relevant information to users or teams.

  2. Reporting Microsoft Dynamics CRM reporting capability leverages the flexible and robust SQL Server portfolio of products to create, analyze, process, and render reports. There are several ways to view the relevant data using the features supplied with the product, which include some of those described in this section. •Microsoft SQL Server Reporting Services : SSRS provides a rich reporting platform to allow for the incorporation of Business Intelligence dashboards and customer analytics through a standard, easy-to-use interface. Reports access the data from CRM by adhering to the security role assigned to the user running the report and provide standard export options for further processing or distribution, such as PDF, TIFF, and Excel. •Report Wizard : The Report Wizard can be used by the CRM user to create a new, rich SSRS report. The wizard helps to group and summarize data, creates charts and tables, and generates an easily printable report. The Report Wizard is ideal for users generating their own reports where a specific representation is required that may not be available through the available reports. •Export to Excel : The results of an advanced find returned to the user can be exported to a static or dynamic Microsoft Office Excel worksheet or a PivotTable for further analysis.

More Related