Agenda

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Agenda
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• Business Strategy designed to help an
  organization achieve business effectively.
• Designed to help organization acquire and retain
  customers and reduce the time spent on
  administrative tasks
• Increase the efficiency of customer service

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Customer needs

• Easy to adopt
• Easy to understand
• Customize Labels / Displays
• Control manage how to work inside the solution
• Collaboration and process automation across
  departments
• Easy to develop without writing custom code
• Simple deployment
• Design own workspace

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CRM Modules
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Sales Management Process
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Marketing Automation Process Flow
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CRM Takeaways

• A User-Friendly Customization Tool
• Easy to customize without any coding
• A Great and Dynamic Workflow Process
• Streamlines the business opportunities
• A set of Rich Extensible and Integration Features
• Easy to build your powerful business applications
• Strong integration with SharePoint Web Parts to
  build Web Portals and Dashboards
• With Office snap-in to build total integrated
  solution

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• Microsoft Dynamics NAV, an integrated, adaptable
  business management solution that automates and
  streamlines business processes, delivers robust
  reporting and business intelligence, and connects
  employees, customers, and partners across a
  global marketplace

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Architecture
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Microsoft Dynamics NAV addresses the following
Business needs

• Financial management
• Manufacturing
• Business intelligence
• Sales and marketing
• Distribution
• Purchase and Payables
• Integration with your systems

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• Microsoft Dynamics GP is a comprehensive
  business-management solution scalable and which
  offers a cost-effective solution for managing and
  integrating finances, e-commerce, supply chain,
  manufacturing, project accounting, field service,
  customer relationships, and human resources.

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Microsoft Dynamics GP addresses the following
Business needs

• Business intelligence and reporting (analytics)
  
• Collaborative workspace
• Configuration and development
• Customer relationship management Field service
• Financial management
• Human resource management
• Manufacturing
• Project management
• Supply chain management

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Application Structure
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Key Benefits

• Empower people with a customer-designed solution
• Transform business information into actionable
  insight
• Connect people, processes, and technologies to do
  business more effectively
• Realize the full value of business management
  technology
• Achieve your business goals in the face of change
• Foundation and reporting
• Financial management
• Supply chain management
• Human resources and payroll
• Project accounting
• Business analytics

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• Microsoft Dynamics AX is an integrated, adaptable
  business management solution that can help you
  and your people automate financial, customer
  relationship, and supply chain processes,
  integrate valuable data, and better manage your
  critical business relationships. It can provide
  your company with powerful, flexible tools to
  help you work more efficiently, make better
  decisions, and pursue your business goals with
  confidence.

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Microsoft Dynamics AX
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Microsoft Dynamics AX Key Features

• Manage change with familiar tools that work the
• way we do.
• Automate and streamline business processes
  across
• the organization.
• Connect with customers, suppliers, partners,
  and
• subsidiaries around the world.
• Gain insight for faster, more confident
  decisions.

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Demo (Fujitsu Consulting)

• Requirements (Technical Non-Technical
  Requirement)
• User-friendly CRM Application
• Quick Easy Training
• Going Online Offline
• Workflow Modification
• Web Enabled CRM
• Back-End Integration
• Customized Reports
• Knowledge Base
• Outlook Synchronization
• Appointment
• Sales People in different locations
• Running Campaign
• Creating Leads