System Microsoft Dynamics CRM brings many benefits, particularly

Simple operation and acceleration of work

The system allows to simplify and accelerate the work for its users based on

• Simple operation - the system belongs to the family of Microsoft products, which enables rapid training of users and its intuitive control.
• Information sharing - data can be shared between users, what allows continuation of process even if some users have sick day or holiday, it also prevents any possible information losses.
• Sort and filter data - data are filtered quickly and easily by one-click acording to customer's request.
• Default templates - using predefined or creation of custom templates for frequently recurring activities (e.g. email templates, etc.).
• Advanced Search - data can be searched across different types of records.
• Low complexity of the system - the system can be accessed through the web client, so there is no installation needed, what reduces the hardware request.
• Assignments comments - to each record you can add as many notes and attachments as you wish.
• Mobility - the mobile app is available for all standard mobile systems (Android, iOS, etc.) and also offers the possibility of offline concept. Important customer information and business activities can be available at any time via mobile devices (smartphones, tablets, ...).

Transparency of information in one place

Data are stored in one place, therefore for example from a customer card you can get to the list of his quotes, orders, invoices, etc. with one click. This gives a complete view of customer information and communicating with them in one place.
The system displays information in different forms:

• List - data are presented in tabular form with the option to choose your own columns and column order, sorting and filtering data.
• Card - data are displayed as cards with links to other cards.
• Chart - data are displayed as a chart with a choice of chart type.
• Report - data are displayed as a report with the definition of the selection criteria.

Adaptability

The great benefit of the Dynamics CRM system is its rich customization without programming modifications. Users by themselves are able to define and modify reports, for instance. And that saves time and financial resources of the company, because the customer does not have to approach the supplier of the information system with each minor request.
The system allows the creation and modification of custom or existing:

• Views - user can define own frequently used reports (display) data, where he sets the display conditions, determined by filtering and distribution of each columns.
• Forms - it allows to edit and create forms (cards) to individual requests, for example creating of custom tabs, spacing of each field, visualization display, definition of the fields setting, etc.
• Charts - users can create and define own individual charts.
• Reports - custom report can be created in a few simple steps - from entering the name and the data source, through the filtering criteria to the selection and deployment of columns.

Openness

The Dynamics CRM system is directly linked with another Microsoft product - Outlook. That allows to synchronize contacts and fields between both systems. There is a possibility to send and receive emails directly from the system.
You can also easily transfer data to many formats such as *.xls, *.doc, *.pdf, *.xml and others.
Of course, there is a connection (through sending) between systems Dynamics CRM and Dynamics Navision - through a solution called Connector for Microsoft Dynamics.

Disciplinary control processes

The Dynamics CRM system allows to configure rules for individual users, so each user has access only to those areas that are permitted to him. Rights can be set up in the fields.
By defining workflows, you can enable users to keep to fixed sequence of steps and thus adhere to established internal processes. Via business rules you can again set the conditions for each field (AND / OR, IF ... ELSE IF ... THEN logic).

Detailed data monitoring

The Dynamics CRM system provides a complete overview of the stored data - it allows you to track the changes made (who inserted or deleted entries, when entries were inserted or deleted, what has been changed, etc.). Tracking can be turned on the fields.
The system also allows you to avoid creation of duplicate data, which provides clarity and guarantees uniqueness of data.