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Hosted CRM Dynamics F.A.Q.'s


How does Microsoft CRM integrate with Microsoft Outlook?

Microsoft Outlook as provides fast, easy functionality to track emails and important contact directly from Outlook into Microsoft CRM. integration with Outlook means that you spend less time switching between programmes, improving productivity in the workplace. What does the integration with Microsoft Outlook offer: - Send messages to anyone within the CRM with the option to track conversations within CRM. This ability to track conversations and create subsequent workflows greatly improves customer service and efficiency
- Enhanced mail merge and enhanced personalised email marketing capabilities thanks to the seamless integration between CRM and Outlook.
The integration with Outlook is just one of many benefits from adopting a Microsoft Dynamics CRM solution; There is a great add-in for Outlook also: read more about Outlook integration here .

How much storage space is included with Hosted CRM Dynamics. 4.0?

We currently offer unlimited storage space. You will experience no storage limits.

How can I import my existing customer data into Microsoft Dynamics CRM?

There are two ways to import data using Microsoft Dynamics CRM's out-of-the-box functionality:
1. The Bulk Import Wizard imports your accounts, contacts, campaign responses, leads, and marketing list data. It comes already built into Dynamics CRM and can be used easily and on an ongoing basis by a sales or marketing staff.
2. The Data Migration Manager is another way to import and will likely be used when you first implement CRM 4.0. The DMM allows you to assign data to users and import attachments and notes connected with the data. To import records from a file - read more here

How often do you backup the CRM data? And can I restore my CRM to a previous site?

Yes. We backup daily and the retention for backup data is 3 weeks. This means you can restore your CRM site to a previous site within a 3 week time span.


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