Information about Dynamics CRM's main sections.

Sales Management

Microsoft Dynamics CRM’s Sales Management provides an organization with a sales workflow that works with both managers and sales personnel. Sales people are able to organize their contact and account information, maintain leads and opportunities, and track communication. Management is able to acquire data it requires for analytical purposes. The workflow ensures an efficient process from the start of creating a lead, to the invoicing of a sale.

Account Management

Accounts are considered a business to business association. Any account can have one or more sub-accounts, along with being associated with contact.


Contacts are considered to be a business to individual relationship. These are created the same way accounts are created. Contacts can be linked to an account, but don't have to be.

Quotes and

Quotes and estimates are created in the Opportunity section of the account. CRM helps you desing a quote to provide to your customers. Once a quote has been approved, it can then be converted into an order.

Products Management

Items and services sold by a company are considered as products. Microsoft Dynamics CRM provides a way to create, edit, and track all these products along with containing several components and options.


Price lists contain the pricing information of the products being sold by the organization. When creating a list, one includes the product, the quantity, and the price. CRM allows products to have multiple price lists.


Marketing Automation in Microsoft CRM helps companies manage their marketing efforts. By providing several features, Marketing Automation assists members in the marketing team in creating marketing campaigns.

Campaign Management

Microsoft Dynamics CRM provides tools to help companies manage their marketing campaigns. Marketing teams are able to use these features to coordinate all the information needed for a successful campaign.


Marketing campaings require a target list before execution. A target market list can be created using internal or imported information. The list-management features in Microsoft CRM allow for lists to be created, imported, retrieved from views, combined, and then filtered for a more refined target list.


Microsoft Dynamics CRM's marketing campaings help target customers and clients, generating leads for the sales team. Once a campaign is created, the responses received can be turned into opportunities and leads for the sales team.

Service Management

Management is able to acquire data it requires for analytical purposes. The workflow ensures an efficient process from the start of creating a lead, to the invoicing of a sale


Microsoft Dynamics CRM provides the company's customer service representatives with a feature called Case Management. This tool allows the user to enter the problem a customer is having as a case, link the case to the customer's account, and then assign the case to an appropriate technician that will solve, document, and close the case.


Microsoft CRM has a tool for companies to schedule appointments for their customers. This feature allows the user to check for availible equipment, facilites, staff, and other resources needed for the appointment.


Microsoft Dynamics CRM stores all articles and documents for a company in a Knowledge Base. The information stored is referred to as articles and are organized by subjects. The Knowledge Base should include any information required to answer questions that would be asked by customers.