CRM stands for customer relationship management. It is a software solution tool to integrate data-driven solutions that improve how you interact and conduct business with your customers. CRM systems and applications are designed to manage and maintain customer relationships, track engagements and sales and deliver actionable data in one solution.
Can we import my data into CRM?
Yes, your data can be imported into CRM numerous ways. There is the option to import using Excel templates or .csv files. For larger implementations that will have daily or weekly updates ongoing, we recommend using Scribe.
What is a Microsoft Partner?
A Microsoft Partner is an independent company (i.e. Dominic Systems) that provides value-added services to assist with new and existing implementations.
Do I need a Microsoft Partner for my CRM Online Account?
A partner can help ensure that your CRM Online deployment is a success but no, you do not need one.
Can I use Microsoft Dynamics CRM Online on my Mac?
Yes you can. There are several ways that you can go about doing this. First, CRM Online supports Safari, the Internet browser that ships with Mac OS. This is the simplest way to work with CRM Online on your Mac. Note that CRM Online will not work on Firefox or Chrome for Mac, only Safari. Second, you can install a Windows partition on your Mac and install Microsoft Office Outlook and the CRM for Outlook plugin.
Who hosts my CRM Online data?
Microsoft hosts your data.In 2016 they opened datacenters in Canada to host Canadian clients.
Can I use CRM Online on a tablet or smart phone?
Yes. CRM Online works on the iPad. There are also applications available for iOS, Windows Mobile, Android, and Blackberry devices.
Is it possible to see a demonstration?
Yes, we would be delighted to give you a demo! Microsoft offers a 30 day free trial that you could try.
Does CRM Online include sample data?
Sample data is available and easy to install or uninstall. Simply navigate to Settings > System > Data Management, and click Sample Data to see which action is currently available.
What is the best solution for social media analytics and tracking within Microsoft Dynamics CRM Online?
What happens to my data when I cancel my subscription?
Microsoft will delete it after several email warnings. It is important that you back up your database before you cancel
How do I back up my data?
Microsoft performs regular backups to ensure that data is reliable and secure at the server side. You also have the option of creating your own backups using O-365. In cases of critical user error, customers may request Microsoft to restore their CRM Online organization to the most recent nightly backup by calling the Microsoft Dynamics CRM Online Assistance Center, Monday through Friday, 8:00 A.M. to 6:00 P.M. Central Time (UTC-6), toll-free in the USA and Canada at 1-877-CRM-CHOICE (1-877-276-2464), or worldwide at 1-701-281-0555.
Understanding Business Systems multiplies the value of CRM