• Home
  • Blogs
  • Key Functional Modules of Microsoft CRM That You Need To Know!

Key Functional Modules of Microsoft CRM That You Need To Know!

Microsoft CRM has not just automated customer relationship management, but also brought about a whole new way of looking at creating and building relationship with the customers. When you talk to a Microsoft Dynamics CRM consultant, he/she will tell you about the various modules of this software tool. Each module is designed for a specific application. Whether you are planning to set up this platform or outsource Microsoft Dynamics CRM services, you need to have a clear idea of the purpose and applications of the various modules, so that you get optimum results from using MS CRM.

The key functional modules of this software tool are:


The Sales team has to always be proactive, looking for new ways and means to generate leads and follow up on them. The module not only helps identify leads, but also sort them as per your business requirements. This helps the Sales team follow up on leads that have the most possible chances of conversion.


This module helps marketers plan and execute marketing campaigns based on various attributes. The module also gives you customer insights that can help better plan brand marketing and allow you to better interact with customers.

Customer Service

Reduce customer response time, increase customer self-service time, improve case resolutions and other tasks to help improve customer relationship services. This platform helps you reach out to customers on different channels and provide solutions that meet your customer’s expectations.

Read Also: What Makes Microsoft Dynamics CRM the Go-to Choice for your Business?


The Social module of the Microsoft Dynamics CRM platform gives you social insights. You can monitor your brand’s presence on various social media platforms, which can help you plan your sales, marketing and customer service campaigns.

Microsoft CRM offers a whole suite of security features that ensure complete confidentiality of all your data. The security options can be based on individual level, role level, and field level. Security options can also be configured to allow only access to certain modules. When you avail Microsoft Dynamics CRM services, you need to talk to the CRM consultant in detail about the various security options and other functional modes.

Aspire Software Consultancy is a leading software solutions provider that offers Microsoft Dynamics CRM consultation services. Contact us for more details about our customized software services.

Download Infographic here:  Key Functional Modules of Microsoft CRM That You Need To Know!


Read Also: How can a CRM software benefit in increasing your business?

Remi Head of Operations at Renovo Financial, LLC

"Bakul from Aspire Software Consultancy has been integral in implementing Renovo’s manual business processes into the Salesforce system. He has an amazing team that works around the clock to deliver on all of our requests. Since partnering with his team, we have been freed up to spend more of our time thinking of creative ways to improve our business, leaving the execution piece to him. We have worked with numerous developers in the past and no one else has been as consistent & thoughtful. Any time we have had an idea, Bakul has found a way to write the code and implement it for us. Partnering with him has transformed our business. Bakul and his team are very communicative, very proficient in writing code, and actually collaborate with each project, providing feedback as to how they can improve upon my initial project ideas. We have been working together for almost two years now, and we plan to continue doing business together for the foreseeable future."

Måns Johansson Network manager

"Aspire helping us create a unique digital platform used in the Dental market. From first contact to deployment of platform, and ongoing it has been a professional and swift. Aspire has helped us to build, fine-tune our new platform. The Dentnet group highly recommends Aspire software.

Rob McNicoll Director - Copper Monkey Ltd.

"Overall I strongly recommend Aspire. I’ve worked with many different suppliers over the last decade, but in the last 3 years have only used Aspire as they have consistently provided the performance I require in my business."

Craig Vaughan Founder and Director - BrokerEngine

"Aspire team has worked incredibly hard and taken ownership of the BrokerEngine product development and support/enhancements project as of their own product. I would highly recommend Aspire Team for any such software project development."

John Ragsdale Chief Information Officer at EyeCare Services Partners (ESP)

"Great development team! Great architect skills, great ideas, experience with many different types of apps, etc."

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top