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BroadPoint Technologies, LLC

Microsoft Dynamics CRM: The Environmentally-Friendly Application

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When people think of CRM systems, the first thoughts that usually pop into their minds might revolve around customer relationships, cost savings, or technological capabilities.  However, there is another benefit that is often overlooked, and that involves caring for the environment.

 Microsoft Dynamics CRM preserves one of nature’s most precious commodities: trees.  It does so by providing alternatives to the traditional business application paper by-products such as training manuals and memos.  For instance, instead of shipping large quantities of paper training manuals to users, CRM has the same information embedded within the system.  The always useful “Help” feature in Dynamics CRM is its own comprehensive training manual. Additionally, Dynamics CRM has the added benefit of being a resourceful search tool.  If you’re more of a visual learner, you should look into the Dynamics CRM 2011 ‘Getting Started’ videos that show you step-by-step how to get moving in the right direction.

Moreover, Dynamics CRM will significantly reduce the number of printed reports that you’ll need.  Typically, reports are generated to provide a visual representation of the data in ways that the structured application normally couldn’t do.  Typical database applications are limited in the number of relationships that can be displayed.  That is why reports have been a staple for companies over the past few decades. 

 Microsoft Dynamics CRM applications allow its users to create relationships between the different areas of your company’s database.  In CRM, you can utilize the Advanced Find tool.  This tool will make it much easier for users to create their own, reusable reports that meet their company’s specific requirements.  Dynamics CRM and Excel are well-integrated, allowing your staff to easily store data that can be manipulated in Excel.

 Another option for reporting in Dynamics CRM is user defined dashboards.  Dashboards let the user view important data in charts and graphs to suit their specific needs.  These dashboards provide a quick overview of key performance indicators, saving you from printing out and reviewing several related reports.  Again, less printing means less paper.

 With there now being so many eco-friendly ways to do reporting, the need for static, printed reports has significantly decreased.  This is just one more way Dynamics CRM is helping our environment.  Contact Steve Kane at 301-634-2404 or skane@broadpoint.net to find out how BroadPoint Technologies, with extensive experience implementing Microsoft Dynamics CRM, can help your organization reap all the benefits of Microsoft Dynamics CRM, including being more friendly to the environment.

by BroadPoint Technologies, Virginia/Maryland/DC Microsoft CRM Partner

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