Upgrade to v2011

Upgrade to the New Microsoft Dynamics CRM 2011
If you are currently on an older version of Microsoft Dynamics CRM – now is the time to upgrade.

The latest version, Microsoft Dynamics CRM 2011 has been in the market for over a year and is very well established. ConsultCRM has helped many clients through the process and we welcome the opportunity to help your organisation.

What’s New in this latest Version?
See the video link on this page - it has some significant improvements over the previous Version 4.0

Here are a few of the highlights:

• User configurable Dashboards
• In-line charts for better visualisation of list views
• Deeper Outlook integration including reading pane views on CRM records
• Less clicks with “recently viewed” shortcut links
• Ability to set targets and goals for both revenue and activity with roll-up goals to team management
• Dialogs provide scripts for more consistent conversations, data capture, guided selling and outbound calling
• Activity Feeds  provide internal enterprise social media
• Auditing and field level security as standard
• Much improved ease of use for customisation – including role-based forms configurability
• Solution packaging for more robust portability of customisations
• Option to deploy on premise or in the cloud.

Upgrade Assessment

ConsultCRM provides expert guidance through an upgrade assessment service that will help you:

• Provide a high level view of the complexity involved in the upgrade
• Highlight areas of concern and risk before the upgrade begins
• Identify recommended approaches for performing the upgrade.

For a FREE upgrade assessment, please contact us today.