"CRM 2011 is here and it represents a new direction for Microsoft. We are extremely excited about the fresh design and believe that it offers both productivity enhancements for all users and the flexibility of deployment options for organizations looking to simplify their infrastructure while improving their interactions with their customers and prospects."

- Bart Sneary, Avtex VP of CRM Solutions

Dynamics CRM: A Platform for Customer Experience Managment

Microsoft Dynamics CRM is a robust transactional data management system for managing relationships with your customers, partners and prospects.  It provides the central database for account and contact management along with workflow to manage the critical processes that make an organization tick.

Key Features of Dynamics CRM

Sales Automation

Microsoft Dynamics CRM sales automation capabilities allow an organization to manage all aspects of the sales process.  From lead to opportunity to sale, Dynamics CRM provides all the functionality you need to effectively manage your pipeline.

  • Lead management
  • Opportunity management
  • Automated reminders
  • Activity tracking
  • Pipeline reporting 


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Marketing Automation

Microsoft Dynamics CRM marketing automation capabilities enable organizations to better connect with their customers and prospects.  The marketing capabilities allow a marketing team to target exactly who they would like to market with visibility into the success of their campaigns.

  • Email automation
  • Campaign management
  • Campaign reporting

Customer Service

Microsoft Dynamics CRM provides a built-in service module that is designed to address a critical part of an organizations goals around improving customer experience. 

  • Case management
  • Workflow routing and queues
  • Service scheduling



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Avtex CRM Consultants

The Avtex CRM team is recognized nationally as one of the premier teams that can not only implement a CRM solution but also fully integrate into both an organizations business processes but also other key applications. 

  • CRM Business Analysts
  • CRM Implementers
  • CRM Developers
  • CRM Data Engineers
  • CRM IT Professionals

  Contact us to learn more about Avtex CRM Services  


Solution Story: Minnesota Lawyers Mutual

Minnesota Lawyers Mutual Insurance Company (MLM) provides Lawyers' Professional Liability Insurance Coverage to Practice Management Services and Tools which help lawyers become and remain successful in their daily practices.  Avtex developed a CRM strategy using Microsoft Dynamics CRM in a fully-integrated online process.  The solution allows MLM to better track marketing efforts and track prospect touch points to better understand the cost of lead generation.

Why Avtex for Dynamics CRM?


Avtex is one of the leading Gold Certified Microsoft partners for Dynamics CRM.  In 2010, Avtex achieved the prestigious Microsoft Dynamics Inner Circle award which acknowledges partners in the top 1% worldwide.

Mobile CRM

Avtex developed one of the first Windows Phone 7 business applications designed specifically for Microsoft Dynamics CRM 2011.

Click here to download via the Zune software (note: This link does require the Zune software to be loaded on your computer)

CRMUG Minnesota Regional Chapter Meeting

The Dynamics CRM User Group (CRMUG) is an independent community of Microsoft Dynamics CRM users, partners and experts who share a common goal: getting more out of Microsoft Dynamics CRM.

Learn more

Upcoming Events