Microsoft Dynamics CRM - Dynamics CRM

Microsoft Dynamics CRM


Microsoft Dynamics CRM 2015 is a fully integrated customer relationship management system. Microsoft Dynamics CRM gives you the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. With tools to enhance your company’s sales, marketing, and customer service processes, Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution. Microsoft Dynamics CRM uses a familiar Microsoft interface to help streamline the implementation and learning across the entire business.

Give your salespeople the tools and information they need to reach prospects and existing customers. Microsoft Dynamics CRM helps you manage leads and opportunities, analyze and measure campaign and sales performance, and deliver targeted communications. Your teams benefit from:

  1. improved productivity
  2. reduced marketing costs
  3. increased sales potential
Call (913) 210-1300 or contact us to schedule a free, no-obligation needs assessment.

Striving for Excellence: Gold Competency in CRM Associates Solutions is proud to have earned the honor of a Microsoft Gold Competency in CRM. A “Gold” competency ranks in the top 1 percent of all companies worldwide with how customers regard a company’s competency in CRM. That means that you can trust our team to deliver the best CRM solutions. We strive for excellence in every area of business, and we are honored to receive the Gold Competency in CRM, further demonstrating our ability to handle your needs.

How can Microsoft Dynamics CRM help your business?

Customer Service

  • Respond to customer requests faster based on the immediacy of the request
  • Simplify contract management to easily revise customer contracts
  • Track and monitor project tasks to share your pool of knowledge with other employees for future project tasks
  • Respond to customer requests quickly from any web-enabled device
  • Use easy scheduling tools built into CRM to optimize scheduling time with customers
  • Set up service calendars for your whole team to track and monitor time spent with customers
  • Automatically escalate certain issues and approvals to the correct person


  • Import data and lists from outside sources and Export lists for email or direct mail campaigns
  • Eliminate duplicate entries and information intelligently in CRM
  • Use queries to quickly segment your customers, prospects, and leads into more meaningful categories.
  • Create targeted lists for individual marketing campaigns
  • Plan and track activities associated with each campaign
  • Tailor messages and offers to highly target lists
  • Create Internet landing pages for campaigns without code knowledge
  • Create rules to trigger with customer responses and categorize and score each response.
  • Coordinate Marketing and Sales to track leads and customers on a single platform.
  • Use predictive analysis to gain insight into new emerging trends.


  • Set up territorial parameters so your sales staff can communicate with the right customer.
  • Improve offer management by creating pricelists, discounts and unit groups all within CRM. Also, create and monitor customized offers for individual opportunities.
  • Post sales-methods in the Resource Center, so your entire sales staff can utilize the best practices for engaging customers.
  • Track your competitors to help stay ahead of the game.
  • Find relationships between customers and activities to help increase productivity.
  • Utilize proposal creation tools to streamline the process.
  • Establish predefined workflows for consistency across the organization.
  • Quickly identify cross-sell and up-sell opportunities.
  • Identify key trends and track your sales pipeline for improved financial planning
  • Automatically assign or create tasks when predefined rules are prompted.
  • Set alerts for key events or milestones
  • Automate approvals for predefined workflows
  • Rapidly respond to customer requests with the use of CRM on any web-enabled device


Microsoft Dynamics CRM Resources

Microsoft Dynamics CRM Online and Office 365 Product Demonstration

Microsoft Dynamics CRM Accelerators

Accelerators are add-on modules that deliver extended capability to Microsoft Dynamics CRM 2011.

  • Analytics– Extends business intelligence for Microsoft Dynamics CRM by delivering sales, service and operations dashboards
  • Event Management– Includes new functionality to plan, create, execute, and review events
  • E-Service Portal– A configurable self-service portal for enhanced customer service through Microsoft Dynamics CRM
  • Enterprise Search– Rapidly configure portal views of CRM data within SharePoint (MOSS) and expose this data to MOSS enterprise search
  • Extended Sales Forecasting- Enhanced sales forecasting mechanism for Microsoft Dynamics CRM 2011
  • CRM Notifications– Newsfeeds (RSS) that allow users to subscribe to CRM events relevant to their job role
  • Business Productivity– A collection of timesaving productivity customizations for Microsoft Dynamics CRM 2011

Enhance Your Business Now

You deserve to work with a team that has experience customizing solutions to make businesses operate at peak capacity. Our team works hard to provide sleek, customized plans to make sure that your company succeeds. We take pride in streamlining and speeding up our partner businesses. Work with an experienced Kansas City & Midwest partner in Microsoft Dynamics CRM.

Call (913) 210-1300 or contact us to schedule a free, no-obligation needs assessment.



Working with Associates Solutions is always a good experience.

Patty Blaich, Database Manager, Hallmark Cards

Associates Solutions, Inc. has been acquired by High Touch Technologies. More information