Dynamics CRM helps you drive consistent and measurable improvement in key business processes. It gives your organisation the capability to 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 - along with seamless integration with Office Outlook - Dynamics CRM adds real value to your business.

The familiar Office Outlook interface helps your teams get up and running in next to no time, while your Business and IT leadership can define new processes and add new functionality quickly and simply as required.

For marketing Dynamics CRM gives you improved customer insight, and enables more informed marketing investments. It becomes straightforward to segment customer lists into distinct groups, and then to market to one or more segments using a workflow-driven model.

As well as segmentation, with Dynamics CRM, your marketing teams can significantly improve critical marketing processes, including campaign planning and execution, data extraction and cleansing, as well as analytics and reporting. And to ensure your marketing activities are always joined up, Dynamics CRM enables efficient team collaboration and information sharing.

For sales Need to get more leads and close more business? With Dynamics CRM, you can access a complete view of your customer data - either online or offline. To help your business close more deals, your sales teams can get real-time access to leads, and identify cross-sell and up-sell opportunities.

And to maximise the effectiveness of your sales force, Dynamics CRM simplifies account and contact management, territory management, forecasting and sales analytics, offline and mobile device access, and enables rapid access to products, pricing, and quotes.

For customer service Dynamics CRM equips you to improve your customer’s experience. You can respond promptly to customer service issues, and empower your service organisation to anticipate, address and deliver consistent and efficient customer care. Dynamics CRM provides functionality for case and interaction management, product and contract management, knowledge-base management, service scheduling, workflow across teams and groups service, and reporting and analytics

The Microsoft Dynamics CRM 4.0 Implementation Guide provides detailed information about the installation and implementation requirements for Microsoft Dynamics CRM 4.0. The following additional installation topics are covered in chapter 3 of the guide:

Microsoft Dynamics CRM server system requirements

The following table shows the system requirements for Microsoft Dynamics CRM server. For more information view the Microsoft Dynamics CRM 4.0 Implementation Guide.

Note:

Additional software components required

The following table shows the additional software component requirements for Microsoft Dynamics CRM server.

The computer that is running Microsoft Dynamics CRM server must also have access to computers in the same Active Directory service domain that are running:

Microsoft Dynamics CRM Web software requirements

Microsoft Dynamics CRM Server is accessed through a client. This client is either Microsoft Internet Explorer or Microsoft Office Outlook.

Microsoft Dynamics CRM Web client

The following operating systems and Internet Web browser versions are required:

Microsoft Dynamics CRM for Microsoft Office Outlook software requirements

The Microsoft Dynamics CRM for Microsoft Office Outlook clients work the way you do by providing a seamless combination of Microsoft Dynamics CRM features in the familiar Office Outlook environment. This section lists software requirements for Microsoft Dynamics CRM for Office Outlook and Microsoft Dynamics CRM for Office Outlook with Offline Access.

Any one of the following operating systems is required.

Note:

Microsoft Dynamics CRM for Outlook software component prerequisites
The following components must be installed and running on the computer before you run Microsoft Dynamics CRM for Outlook setup:

Microsoft Dynamics CRM and Exchange E-Mail Router requirements

Microsoft Dynamics CRM E-mail Router setup consists of two main components: the E-mail Router component and the Rule Deployment Manager component.

The E-mail Router component installs the E-mail Router service and E-mail Router Configuration Manager. The E-mail Router Configuration Manager is used to configure the E-mail Router. The Rule Deployment Manager component deploys the rules that enable received e-mail messages to be tracked.

Any one of the following operating systems is required to install and run the E-mail Router or Rule Deployment Manager:

Exchange Server
Microsoft Exchange Server is only required if you want to use the E-mail Router to connect to an Exchange Server e-mail messaging system. To do this, the E-mail Router can be installed on any of the previously mentioned Windows or Windows Server operating systems that have a connection to Exchange Server, which must be running one of the following editions:

Note: Microsoft Exchange 2000 Server editions are not supported with these versions of Microsoft Dynamics CRM E-mail Router and Rule Deployment Manager.

If missing, E-mail Router Setup installs the .NET Framework 3.0 on the computer where you install the E-mail Router.

The Rule Deployment Wizard component must be installed on a computer that is running any of the previously mentioned Windows or Windows Server operating systems and has the Microsoft Exchange Server messaging application programming interface (MAPI) client runtime libraries installed.

You can install the MAPI client runtime libraries on the Microsoft Download Center.

POP3/SMTP
In addition to Exchange Server, POP3 e-mail systems are supported for incoming e-mail message routing.

Note:

If you install the Microsoft Dynamics CRM E-mail Router to connect to a POP3 and SMTP server, the following standards are required:

Please speak with your Account Manager to find out which Microsoft Licensing programme is right for you.

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