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The 12 Most Important Features of Microsoft Dynamics CRM 4.0? Here's One Firm's View, and How It Contrasts with Microsoft's

by Jason Gumpert
Editor, MSDynamicsWorld.com

Offering hundreds of product enhancements, the latest version of Dynamics CRM has potential upgraders scratching their heads about which features are most important for their users. Which features of Dynamics CRM 4.0 best translate into productivity gains, time and cost savings, and increased user adoption?

Chicago, IL-based Sonoma Partners thinks it has the answers.

According to Sonoma Partners, the majority of Microsoft Dynamics CRM customers want information about the latest version's most important features, what each feature does, what investment of resources are necessary for implementation and use, and what's in it for them.

In a fact sheet released by the firm, it highlighted twelve new features and enhanced functions in Dynamics CRM 4.0 that it believes will impact a user's daily tasks. "The enhancements show major growth as a product," says Michelle Alexander, marketing and PR manager at Sonoma Partners.

"Anyone will find these enhancements incredibly time-saving," she adds.

Here are Sonoma Partners' top picks of the features, and why it believes will these will especially benefit users:

  1. Real-time duplicate checking based on your rules. This feature means you can save money by avoiding having marketing duplicate contacts.
  2. Multiple enhancements to Outlook Client that will improve data quality, increase productivity and improve integration between Outlook and CRM. In other words, fewer clicks, more productivity.
  3. Access CRM via the Internet. Users now have full access to their system using a standard Web browser. This empowers end users to make better decisions more quickly, says Sonoma Partners.
  4. Perform mail merges from the Web client or Outlook to streamline message execution and up productivity.
  5. A new report wizard that lets users create and ...

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About Jason Gumpert

As the editor of MSDynamicsWorld.com, Jason oversees all editorial content on the site and at our events, as well as providing site management and strategy. He can be reached at jgumpert@msdynamicsworld.com.

Prior to co-founding MSDynamicsWorld.com, Jason was a Principal Software Consultant at Parametric Technology Corporation (PTC), where he implemented solutions, trained customers, managed software development, and spent some time in the pre-sales engineering organization. He has also held consulting positions at CSC Consulting and Monitor Group.

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