Out of the Box or With Some Configuration, Microsoft Dynamics CRM 2011 is a Great Solution

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Microsoft Dynamics CRM 2011 is a great product right out of the box.  A company will become more efficient using MS Dynamics CRM without doing any customization.  The product has wonderful querying and charting capabilities that allow ad hoc configurations to meet anyone’s individual needs.  And more importantly, right out of the box, CRM has the standard set of required functionality for sales, marketing, and customer service professionals as they look for a system to help manage their customer relationships.

Some companies choose to find a Microsoft Dynamics CRM Gold Partner to customize CRM to meet their specific needs.  Here’s an example of how CRM allows you to take a good product and make it even better, with a little thought and configuration time.

Within our Energy Solution powered by Microsoft Dynamics CRM, Customer Service is now a little easier.  Imagine being a Customer Service professional who receives hundreds of phone calls a day!  Having easy access to a snapshot of information about each customer would allow you to make a great impression.

Account Summary Modifications

As you can see, with the click of a button, you can view all relevant information about the customer on one screen: Parent Account information, Account Number, Credit Rating, Industry, Owner and Address.  You can also see a line-chart showing the monthly sales volume for the prior 12 months so you can easily see if the customer’s volume is going up or down.  The volume displayed represents the data for the Parent Account and all the Sub-Accounts to give you a view of the overall customer.

The chart is followed by numerous grids of data combining the Parent Account information with all of the Sub-Accounts information.  The grids include:

-          A list of Sub-Accounts

-          Contacts

-          Open Opportunities

-          Active Quotes

-          Equipment Information (loaned tanks, etc.)

-          Open Activities

-          Closed Activities in the last 30 days

-          Notes

-          Order History transactions showing the most recent first

-          Open Cases

-          Resolved Cases in the last 30 days

-          Rolling 12 Months – Product Purchase Summary showing the most purchased product first


Start of Account GridsHaving easy access to all of a customer’s transactions can be a great help to the folks in Customer Service, Sales, and any other department who interact directly with the customer.

Microsoft Dynamics CRM is ready to help your business right out of the box.  Whether you plan to utilize it as is, or customize it in a way similar to this example, be vigilant in using CRM the way that your business works.  Perhaps you’ve got a lot of custom needs that require a CRM solution tailored for your industry, like ours built for the Energy industry.   Our solution can take as little as six weeks from an initial kick-off meeting to training the users and going live with a solution that is designed specifically for your business.   To learn more about our CRM Energy Solution, please contact us for a demo or a free 30-day trial.


By Ledgeview Partners – Wisconsin based Microsoft Dynamics CRM Partner serving the Midwest and Heartland regions


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