the company in Houston-Texas is jumping into Microsoft CRM real aggressively
I'm really hoping you can help.I am working for the company in Houston-Texas
is jumping into Microsoft CRM real aggressively and Microsoft is the front runner in the
decision process based (mostly) on price. I haven't had the kind of
time I would like to get to demo and explore this system.
My question is about using CRM remotely. We have a number of work from
home users whose main job is to add information to the Microsoft CRM. They are
mostly just filtering customer leads for the sales team. We would like
to give them access into the company intranet to use Microsoft CRM over the
internet, and they would likely not have access to Outlook. If I
understood correctly the vast majority of MicrosoftCRM is web based, so it
seems we would not be losing that much not having the integration with
outlook. Is this assesment correct? What are we giving up by not
giving these users the ability to work with Outlook.
You are correct, you won't be missing much really besides being able to take
the data offline and working out of one interface. The Web Client is actually
the full blown CRM Client and not Outlook. Their are certain things you can't
do in the in the Outlook Client. Hope this helps.
I'm not sure that doing this is officially support by Microsoft. However I
run my CRM this way. I can access it by https://crm.mydomain.com. I
published an article on this a while back. You can find it on my web site at
http://www.lentzcomputer.net/Windows%20Small%20Business%20Server%20Le...
The article is aimed at SBS 2003 and ISA server. But the basics should help
you.