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An Enhanced Integration with Microsoft Office

Integration with the Microsoft Office system has been improved in Microsoft Dynamics CRM 4.0, which will give you new ways to take advantage of your existing Office applications.

  • Excel users  will love the richer data experience that pulls and pushes data from Excel to CRM! When a user exports and works with Microsoft Dynamics CRM data in Excel, they have the option of re-importing any changes they made back into Microsoft Dynamics CRM. This makes it easier for users to enrich their data using the tools offered by Microsoft Office Excel.
  • Word users will love the Improved Mail Merge!
  • OneNote users can now take notes created in OneNote and assign them to Microsoft Dynamics CRM users with a single click!

Also you can take advantage of

Flexible hosting scenarios with multi-tenant installations

  • Many CRM scenarios require an organization to support multiple groups of CRM software users while keeping their data distinct. For example, a hosting company may have multiple customers using Microsoft Dynamics CRM, or a company with an affiliate model might require each affiliate to keep their data separate from the others.
  • In the past, a separate server installation of CRM was required for each customer. With Microsoft Dynamics CRM 4.0, which is built on a multi-tenant architecture, organizations can run multiple distinct instances of Microsoft Dynamics CRM on a single server.
  • Because Microsoft Dynamics CRM 4.0 supports multiple instances of the product installed on the same physical hardware, multiple customers or business organizations can have their own distinct Microsoft Dynamics CRM implementation. This not only makes it easier to manage those customers, it makes better use of server hardware and improves overall operations costs.