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Why Choose Microsoft Dynamics CRM Online?

Why is Microsoft Dynamics CRM Online the best customer relationship management solution in the best implementation model available today?

It’s the best solution because:

  • It has an enterprise-level business focus, concentrating on those critical business areas where the building of good customer relationships is essential: Sales, Service, and Marketing.
  • It has a familiar look and feel that increases user adoption rates, and it has native integration with the Microsoft Office productivity applications you already know—Outlook, Word, and Excel.
  • It comes with built-in configuration and customization capabilities that allow it initially to fit your current way of doing things and then continue to grow and change along with your business.
  • It has automation features like queues and workflows for automating the steps of your daily business routines, increasing your workforce efficiency, and reducing errors and omissions.
  • It can be accessed in a number of convenient ways: directly within Microsoft Office Outlook, from anywhere using a secure web browser, or via mobile client.
  • It will continue to improve. Microsoft is committed to supporting and incorporating the huge third-party development community growing alongside Microsoft Dynamics CRM.

It’s the best model because:

  • It resides "in the cloud", so it requires no server hardware purchase or maintenance on the customer's part, and it’s as easy to access as any internet connection.
  • It's dependable. It's hosted by the same company that designed and created it, and comes with a 99.9% uptime Service Level Agreement.
  • It's externally secure. Access is controlled through Windows Live ID.
  • It's internally secure. Configurable Business Units and User Roles control the segregation or sharing of resources such as Leads and Customers within or between your company's internal departments.
  • It’s low-risk. As few as five seats can be licensed, and more users can be scaled in after your initial group adopts the solution and sees the value.

Technical Specifications and Pricing

Storage 5 Gigabytes (additional storage available at $9.99 per Gigabyte)
Configurable Workflows 200
Custom Entities 300
Internet Lead Capture Included
Offline Synchronization Included
Security-Enhanced Access Windows Live ID
Clients Outlook, Web, and Offline
Integration Web Services SDK and Offline Data SDK (Software Development Kits)
Microsoft Training Included
Microsoft Support Unlimited Electronic Incidents and Telephone Support Incidents. Expected response time of 8 hours from receipt of request. Support hours are 8:00 AM to 8:00 PM CST, Monday through Friday.
Service Level Agreement (SLA) 99.9% uptime guaranteed
License cost per user per month $44 (minimum five users)
Commitment 12-month contract ($175 cancellation fee per user)

Essential Documents

Quickstart Deployment Packages

Quickstart Deployment Packages ensure that Microsoft Dynamics CRM Online deployments are more efficient, start sooner, and finish faster, allowing businesses to begin taking advantage of the benefits of Microsoft Dynamics CRM Online as soon as possible when the purchase is made. Most Quickstart Deployments take as little as one or two weeks. There are four Quickstart Deployment Packages, with increasing features and business value.

Strategic Analysis is the most important feature, and provides the most business value. It ensures that the configurations and customizations available with Microsoft Dynamics CRM Online are used to the best advantage to make CRM Online match the customer’s existing business methods. Strategic Analysis includes Business Rules Assessment and Requirements Gathering, leading to an initial knowledge set that guides the creation of Custom Entities and Attributes, and the configuration of Business Units, Workflows, etc. Strategic Analysis is highly recommended for any enterprise level customer.

Training is the second most important feature. Training enhances user adoption and workforce participation, and speeds up realization of business process improvements and return on investment (ROI). Training sessions are aimed at audiences including CRM beginners, Executives, IT personnel, and End Users.

Choose your Microsoft Dynamics CRM Quickstart Deployment Package below.

Standard

No Charge

  • We complete the entire sign-up and registration process on your behalf
  • CRM Outlook client installation documentation
  • Access to our knowledge base and self-help videos
  • Best-practice documentation on getting the most out of Microsoft Dynamics CRM
  • Best-practice suggestions on data migration
  • Access to Microsoft Dynamics CRM webinars and podcasts
  • Discounted hourly consulting rates on other services

See package details

Basic

$2,500

Everything in Standard, plus:

  • Data migration service. We will assist you with importing your data into CRM Online. Not to exceed 4 hours.
  • Training. We will conduct 3 two-hour training sessions via LiveMeeting on topics selected by you from Sales, Marketing, Service, Outlook, Workflow, Excel Reporting, and Advanced Find.
  • JavaScript. We create custom JavaScript if needed, not to exceed one snippet.
  • 30 minutes customer support from a Microsoft CRM Online Partner

See package details

Gold

$5,000

Everything in Basic, plus:

  • Documentation on value and best practice for gathering requirements
  • 2 additional two-hour training sessions
  • Create up to 20 custom fields for you
  • Create up to 2 custom entities for you
  • Create up to 5 workflow rules for you
  • JavaScript. We create an additional JavaScript snippet if needed.
  • 30 minutes additional customer support from a Microsoft CRM Online Partner

See package details

Platinum

$7,500

Everything in Gold, plus:

  • Strategic Analysis. Provides the best value by ensuring that CRM is effectively configured to your current business procedures. Not to exceed three and a half hours.
  • 2 additional two-hour training sessions
  • 20 additional custom fields
  • 2 additional custom entities
  • 5 additional workflow rules
  • 30 minutes additional customer support from a Microsoft CRM Online Partner

See package details

Prepaid Consulting Time

Prepaid Consulting Time
Block Size 10 Hours
Rate $200
Discount7.5%
Total$1,850
Payment methodCredit card
Available servicesFull off-site xRM services menu (no on-site services)
How you request serviceE-mail support@xrm.com
Our response time (SLA)Within 2 business days
Minimum session30 minutes
Leftover timeNon-expiring

Are you a new subscriber with lots of data to import? Are you an intermediate user with novel ideas ready to be prototyped? Prepaid consulting time might be your best way to go.

Prepaid consulting time is available as an adjunct to the Quickstart Deployment Packages or as an alternative to them. This is one of the simplest ways to leverage xRM services for CRM Online. You prepay for a block of 10 hours. By prepaying for 10 hours, you receive a discount on the standard rate. You then consume the time according to your needs. All off-site xRM services are available to you this way. (On-site services don’t qualify.) This card provides a summary. Visit the details page for more information, including a menu of available services.

Prepaid Consulting Time Details

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