＋设为首页 ＋添加到收藏夹
microsoft crm is a web-based customer relationship management framework. microsoft business solutions (mbs) developed this product in-house to complement its purchased accounting offerings of great plains dynamics, solomon, axapta, and navision. mscrm is positioned for the small-to-medium-sized business market and does not attempt to compete with enterprise-level products like sap, peoplesoft, or oracle. its less expensive and integrates well with other microsoft smb technologies like dynamics, small business server, office 2003, biztalk, and the sql server 2000 family of products.
there are sales and service crm modules that can be licensed separately or as a package. the sales module provides lead-contact-account management and the opportunity-quote-salesorder-invoice sales processing cycle. the service module has contracts, support cases, and a knowledge base. the sales module integrates with great plains dynamics via a biztalk 2002 connector. in that case, orders can be written in crm, migrated to dynamics for invoice and ledger posting, and then the invoice comes back to crm for reporting and review. sales and support staff get the 360 degree view of a customer without licensing or learning a complex product like dynamics.
built-in crm reports are rendered using a crippled version of crystal enterprise services. the crystal services run on the mscrm server and persist data in sql server. you can modify or extend these reports with a crystal professional license. there are license restrictions on this offering that limit use to the provided crm database tables. if you need to integrate with other databases, you must purchase the full crystal enterprise server. unfortu... 下一页