There are three main modules in MS Dynamics CRM: Marketing, Sales, and Services. You can use additional add-ons developed by other companies to extend possibilities of those modules, like Xrm.EmailMarketing, Xrm.WebForm, and Xrm.Attachment that PowerXRM offers you.


Marketing. It unites all aspects of business campaign management. Microsoft Dynamics Marketing enables your marketing team to seamlessly go from planning, to execution, leveraging the power of Excel and Power BI to measure campaigns across channels from start to finish so you can bring your marketing vision to life. You can engage customers one-to-one across channels, build your sales pipeline and demonstrate the impact of your marketing investments in real-time.

Marketing module enables:

  • Customer segmentation
  • Campaign planning and execution
  • Data extraction and cleansing
  • Analytics and reporting
  • Marketing/sales collaboration tools
  • Information sharing portals

Sales. Sales module provides tools to successfully manage the sales process, access to potential contacts in real time, and to identify potential customers.

Dynamics CRM provides:

  • Lead and opportunity management
  • Account and contact management
  • Territory and sales quota management
  • Forecasting and sales analytics
  • Offline and mobile device access
    • sales literature management
    • sales pipeline and competitor analysis
  • Quick access to products, pricing, and quotes

Service. Service module enables management and monitoring services that are provided to clients within the organization, ensuring customer service representatives maintain a consistent system of support.

Microsoft Dynamics CRM provides functionality for:

  • Account and contact management
  • Case and interaction management
  • Incident routing and queuing
  • Product and contract management
  • Knowledge-base management
  • service scheduling
  • workflow across teams and groups
  • service reporting and analytics.