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Microsoft Dynamics CRM: Sales, Marketing, and Service Modules

You are Steve, a salesman at a high-end bicycle manufacturer. You have a big sale coming up – 500 units to an east coast dealer. Your contact is Mike. You want Mike to buy these bikes.

When was the last time you talked to Mike? Check your calendar, or maybe your notes, or your phone record. What did you talk to Mike about? Once again, check your notes, or maybe somewhere in Outlook. When was the last time you emailed Mike? You better check Outlook. What about the time before that? Oh, wait, Mike is calling now. He starts talking about his daughter, the one in the hospital. Do you remember why she’s there? Did you talk to him about this? Or did Jerry take that call while you were out of the office? Do you have Jerry’s notes? Do you have access to Jerry’s Outlook. Now you are scrambling to find information before you blow a relationship.

Every company revolves around sales, and sales revolve around Relationships. Small companies rely on familiar tools – Outlook, Excel, hand-written notes – to manage relationships. Small companies rarely have information sharing between salespeople, even though information can be key to any deal. Small companies do small deals, and big companies do big deals. Big deals rely on great relationships.

Microsoft Dynamics CRM is a “Customer Relationship Management” platform. It is more than that – a Marketing machine, a Service center, and almost infinitely expandable – but at its core CRM manages relationships.

Dynamics treats each Customer, Account, Opportunity, and Lead as a living object. Every interaction with that object is recorded – each phone call, email, meeting, etc. More than that, each interaction from every Sales Person or Marketing Professional or Service Professional in your company can be recorded to that object.

CRM systems eliminate the need for salespeople to manually track customer interactions, and enable information sharing across departments. You know exactly when you last spoke to each customer, what you talked about, when you emailed, what you emailed about, when you met, what you met about, and more. This information is all presented in a dashboard format that can be searched from anywhere in program. No more scrambling, no more searching for notes, and no more going through old Outlook emails. No more wondering if Jerry took that call while you were out of the office.

Microsoft Dynamics CRM has one key advantage compared to other CRM systems – it is made by Microsoft and sold through the Office 365 suite of software. It is the only CRM that can connect to Microsoft’s Exchange Online Office 365 email with a background connector. This means no Outlook plugin, no maintenance, and no add-on software. Emails sent to CRM contacts and accounts in a salesperson’s Outlook automatically sync and post to Dynamics.

Dynamics is not a simple implementation. It is a complex system for maintaining all sales data, marketing data, and customer service data in a company. Nearly all Dynamics implementations are performed with the help of a Microsoft Partner. Sundial is here to help. We can provide references and examples of past Dynamics implementations, and how they helped turbocharge the sales of manufacturing companies and re-sellers.

  Typical Implementation Schedule:
 Through assessment of current business operations – how can Dynamics help each department.
 Develop implementation plan – Sales usually comes first.
 Decide between Dynamics Online and Dynamics – Sundial recommends Dynamics Online.
 Initial implementation and customization of Dynamics.
 Connect to existing ERP or Order Processing.
 Additional customization after existing order and invoice information is ported to Dynamics.
 Roll-out and train users.


Can Quickbooks be hosted remotely so that we don’t have to buy a server?

Yes, Microsoft Azure and Amazon Web Services are both great options for this scenario.

Can Quickbooks be run in Terminal Services or Remote Desktop services to minimize maintenance on individual machines?

Yes, AND, this deployment scenario makes a lot of sense if you are not using programs that piggy back onto QuickBooks like UPS Shipgear.

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