Using Microsoft Dynamics CRM…Without the Marketing and Sales Functionality

It may seem at first glance like a contradiction in terms-using Microsoft Dynamics CRM for non-sales and non-marketing functionality-but more companies than you might think are doing it.

Take NEPC, LLC, a Cambridge, MA, investment advisory firm. It implemented Microsoft Dynamics CRM 4.0 this past December to help it monitor the mutual funds and investment firms it works with. It keeps tabs on their investment performance, personnel, and other changes, and uses the system to continually monitor changes.

"We knocked all the sales functionality out of" Dynamics CRM, says Rob Norcross, a business systems analyst at the firm, who attended a New England CRM User Group session Wednesday.


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About Jason Gumpert

As the editor of, 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

Prior to co-founding, 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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