TechSoup is proud to announce the newest version of Microsoft Dynamics CRM.
Microsoft Dynamics CRM is customer relationship management (CRM) server software that offers tools for storing and analyzing customer records.
Is It Right for My Organization?
Microsoft Dynamics CRM is ideal for larger organizations that store substantial constituent data and run analytics on it. You can also automate your most common processes, saving time and money
What's New in Microsoft Dynamics CRM 2013?
New User Interface
- Navigation bar: A new navigation bar at the top of the page replaces the previous navigation pane. This bar includes “breadcrumbs” to let you know where you're working in the system.
- Data entry: The Create command in the navigation bar allows you to enter data in a few fields to get new information into the system. You can also add products and update details like price, quantity, and discounts from the screen you're working on.
- Updated contacts: You can stay in touch with your customers by clicking or tapping a phone number to make calls via Lync or Skype or by clicking or tapping an email address to send an email.
Screenshot of the dashboard with the new navigation bar
Social Insights, powered by InsideView, updates three essential types of Dynamics CRM account information: data, insights, and connections. It validates your data across more than 30,000 sources and millions of company and people profiles to deliver relevant, accurate company and contact information. Clean data helps nonprofits find more constituents and trends and raise more funds.
The Microsoft Dynamics Marketplace allows you to download process solutions to help your organization follow best practices for common scenarios, including finance, customer service, and various processes for the public sector. These solutions help save time by providing a great starting point for creating processes that match your own.
The Microsoft Dynamics CRM tablet app allows you to use a Windows 8 device or iPad to update constituent information and track key performance indicator progress. You can also check your appointments and update your notes, tasks, contacts, accounts, and leads.
The app for Windows Phone, iOS, and Android phones also allows you to update constituent information and modify tasks and notes.
No additional licenses are needed for these apps.
Unless your organization has experience implementing accounting and CRM systems, Microsoft and TechSoup recommend you hire a consultant to integrate Microsoft Dynamics CRM within your organization. More information on how to pick a consultant can be found on TechSoup's Choosing the Right Consultant page.
Microsoft Title Groups
Microsoft Dynamics CRM Server
Microsoft Dynamics CRM CAL
- Basic User CAL
- Basic Device CAL
- Professional User CAL
- Professional Device CAL
- Essential User CAL
- Essential Device CAL
Microsoft Dynamics CRM Additive CAL