Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. The product focuses mainly on sales, marketing, and service (help desk) sectors, but Microsoft has been marketing Dynamics CRM as a CRM platform and has been encouraging partners to use its once proprietary, now Open Source (.NET based) framework to customize it. It is part of the Microsoft Dynamics family of business applications.

The CRM Solution can be used to drive the sales productivity and marketing effectiveness for an organization, handle the complete customer support chain, and provide social insights, business intelligence, and a lot of other out-of-the-box functionalities and features. As a product, Microsoft Dynamics CRM also offers full mobile support for using CRM apps on mobiles and tablets.

As of writing this tutorial, the latest version of CRM is CRM 2016. However, in this tutorial, we will be using the CRM 2015 Online version as it is the latest stable version as well as frequently used in many organizations. Nevertheless, even if you are using any other versions of CRM, all the concepts in the tutorial will still hold true.

Dynamics CRM is a server-client application, which, like Microsoft SharePoint, is primarily an IIS-based web application that also supports extensive web services interfaces. Clients access Dynamics CRM either by using a browser or by a thick client plug-in to Microsoft Outlook. Besides Internet Explorer, Chrome and Firefox browsers are fully supported since Microsoft Dynamics CRM 2011 Update Rollup 12.

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft focused on enhancing the customer relationship for any organization. Out of the box, the product focuses mainly on Sales, Marketing, and Customer Service sectors, though Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it. In recent years, it has also grown as an Analytics platform driven by CRM.

Microsoft Dynamics CRM first began in 2001 with the acquisition of iCommunicate, a web-based CRM company with only 10 employees. With this collaboration, the development of a modern, web-based CRM application began to form. In 2003 Microsoft CRM 1.0 was released offering basic contact management and email campaign functionality aimed at the small and medium business (SMB) market.

Main Keywords for Microsoft Dynamics CRM:


  • Microsoft SharePoint
  • Office 365
  • Azure
  • Outlook
  • Yammer
  • Visual Studio.Net
  • Silverlight
  • Windows Sharepoint Services
  • MCF Web Services
  • Microsoft Sharepoint Server
  • Microsoft Office Sharepoint Server

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