c360 PRODUCTS
c360 Microsoft CRM Solutions -
Customer Relationship Management Software
| Products | Links | Quick Product Overview |
| c360 Microsoft CRM 4.0 Product Catalog - New! | PDF Version | The c360 Microsoft CRM 4.0 Product Catalog gives an overview of c360 products for Microsoft Dynamics CRM 4.0 |
| c360 Microsoft CRM 3.0 Product Presentation | HTML Version .PPT Version Event Center |
The c360 Microsoft CRM 3.0 Product Presentation gives an overview of c360 products for Microsoft Dynamics CRM 3.0 |
| Portals | ||
| Customer Portal |
Product Page
Screen Presentation Video Data Sheet Installation Guide Administration and Configuration Guide |
Extends Microsoft CRM Customer Service functionality to the web enabling your customers to search your knowledgebase, submit and update Cases online and update profile information. |
| Core Productivity Pack | ||
| Record Editor - New! |
Product Page Screen shot Video Data Sheet User Guide Installation Guide | Easy to use inline grid editor | Data Quality Center |
Product Page Screen presentation Video Data Sheet Installation Guide Administration and Configuration Guide |
Verify and correct customer addresses using Postal Code standards and notify Microsoft CRM users when they are creating a Lead, Contact or Account record that appears to be a duplicate of an existing record. |
| Multi-Field Search |
Product Page
Screen Shot Video Data Sheet User Guide Installation Guide |
Perform Google-type searches within Microsoft CRM. |
| Console | Product Page
Screen Presentation Video Data Sheet User Guide Installation Guide Developer Guide |
Provides CRM users with a fully configurable workspace where users can blend content from Microsoft CRM on a single screen. Also allows developers to incorporate data from other systems onto a single screen with Microsoft CRM data. |
| Relationship Explorer |
Product Page Screen Shot Video Data Sheet User Guide Installation Guide |
Discover and display all relationships that exist between entities within Microsoft CRM. View the relationships in a hierarchical, organization chart structure. Create relationships not available in Microsoft CRM. |
| Summary |
Product Page
Screen Shot Video Data Sheet User Guide Installation Guide |
Chronologically displays all activities, notes and linked CRM records from all Microsoft CRM records. Provides a preview pane to allow users to passively read the content of the records without opening them. |
| Alerts |
Product Page Screen presentation Video Data Sheet User Guide Installation Guide |
Allows Microsoft CRM users to add critical data to CRM records so other users will immediately be made aware of it upon accessing the CRM record. With Alerts users can be sure that the most important data about a record is read first by the user accessing that record. |
| Email Link |
Product Page Screen Shot Video Data Sheet Installation Guide |
Collaborate on Microsoft CRM records by emailing CRM record links to other CRM users |
| Sales Productivity Pack | ||
| Forecast Manager |
Product Page Screen Shot Video Data Sheet User Guide Installation Guide |
Quickly update all critical sales opportunity forecast information on a single screen w/o opening each opportunity record. |
| Web Connect |
Product Page Screen Presentation Video Data Sheet Installation Guide Configuration Guide |
Links an organizations web site to Microsoft CRM so web captures can be inserted directly into Microsoft CRM and automated actions can be taken. |
| Service Productivity Pack | ||
| Email To Case |
Product Page Screen Shot Video Data Sheet Installation and Configuration Guide |
Configure Microsoft CRM queues (e.g. support@domain.com) to auto-create Service Cases for incoming emails. |
| My Workplace |
Product Page Screen Shot Video Data Sheet |
Provides Microsoft CRM users with a fully user-configurable CRM workplace screen. |
| Development Tools | ||
| SDK |
Product Page Screen Presentation Video Data Sheet |
Software Development Kit that allows developers to more easily build applications on the Microsoft CRM 3.0 platform |
| Additional Products | ||
| Audit |
Product Page Screen Shot Video Data Sheet |
Track and Analyze all changes made to CRM |
| Field Level Security |
Product Page Screen Presentation Video Data Sheet Installation Guide User Guide |
Restrict to access to CRM data on a field level basis |
| Multi Currency Management |
Product Page Screen Presentation Data Sheet Installation Guide User Guide |
Offers organizations a dynamic and flexible solution to support different multi currency scenarios |
| Group Calendar - |
Product Page Screen Presentation Data Sheet Installation Guide User Guide |
Allows users to view/share the CRM calendar of other users |
| Word Mail Merge - | Product Page Screen Presentation Data Sheet Installation Guide User Guide |
Create Word Mail Merge using CRM fields/entities |
| Auto Merge- | Product Page Data Sheet Installation Guide User Guide |
Automate Word Mail Merge tasks |
| Import Manager | Powerful data import tool built specifically for Microsoft Dynamics CRM that makes it possible to import data from one or more data sources into CRM (including custom entities) | |
| Radius | Product Page Screen Presentation Data Sheet Getting Started Guide |
Easy-to-use Powerful Report Authoring Tool that
lets you create CRM reports in minutes |
| Email Marketing | Allows organizations to continuously execute, measure and refine HTML email marketing campaigns |
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| Mobile CRM | Product Page Screen Presentation Marketing Sheet |
Enables Microsoft CRM users equipped with Windows Mobile devices to access and modify Microsoft CRM data. |
| Report Wizard | Product Page |
End user wizard that lets you create CRM reports in 5 clicks |
| CTI |
Product Page |
CTI (Computer Telephony Integration) enables integration between your phone system and Microsoft Dynamics CRM |
| BI Analytics - New! |
Product Page |
Provides CRM users the power of Enterprise level Business Intelligence inside of Dynamics CRM |
| Development Tools | ||
| SDK |
Product Page Screen Presentation Video Data Sheet |
Software Development Kit that allows developers to more easily build applications on the Microsoft CRM 3.0 platform |
| Important Links | Links | Document Overview |
| Evaluation License request |
Launch Page Determine Org Name |
Organizations using Microsoft CRM can request free evaluation licenses to use fully functional versions of all c360 products on their production installations. |
| Download Products | Launch Page | Download fully functional versions of all c360 products. Each download comes with a 6 user unlimited use license for the Adventure Works Cycle sample installation of Microsoft CRM. |
| Pricing Sheet |
Download PDF Launch Pricing Page |
Includes all individual and bundle/suite pricing. |
| Product Overview Videos and Presentations | Launch Page | Includes screen shots, overviews and pricing of all c360 products. Includes detail on key product features for all products. |
| Free Resources | Links | Document Overview |
| Microsoft CRM Copy Address utility | Free utility that simplifies the routine task of pulling a complete address block from Lead, Contact and Account records in Microsoft CRM.. | |
| Microsoft CRM Clone Utility | Launch Page Screen Shot |
Free utility to allow cloning of any Microsoft CRM record type. This utility appears as a button on the CRM record. When clicked, a copy of the active record is created and opened for the user. |
| Microsoft CRM Spell Check Pages |
Launch Page Screen Shot |
Free modified activity edit.aspx pages that allow Microsoft CRM users to launch the iespell 3rd party spell check utility to spell check CRM activities. |
| Microsoft CRM Sales for Outlook whitepaper | Launch Page | Free whitepaper explaining the functions of the Microsoft CRM Sales for Outlook client. |
| Microsoft CRM Security Planning Tool | Launch Page | Free spreadsheet tool to allow implementers of Microsoft CRM to plan the security setup of Microsoft CRM |
| Microsoft CRM Specification Template | Launch Page | Free Microsoft Word template useful for designing Microsoft CRM implementations. |