Microsoft CRM Requirements

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Microsoft Dynamics CRM 4.0 is available in two editions: Microsoft Dynamics CRM 4.0 Small Business Edition and Microsoft Dynamics CRM 4.0 Professional Edition. Both editions provide organizations with a flexible and customizable platform that works the way you and your employees work. Key distinctions between Microsoft CRM Small Business Edition and Microsoft CRM Professional Edition are outlined below.

= Feature not supported      = Feature supported

Supported operating systems
Feature	Small Business Edition	Professional Edition
Windows Small Business Server 2003
Windows Small Business Server 2003 R2
Windows 2000 Server
Windows 2000 Advanced Server
Windows Server 2003 Standard
Windows Server 2003 Enterprise
Windows Server 2003 Web edition
Multiprocessor support
	Small Business Edition	Professional Edition
Runs on one server
Run on multiple servers in a distributed environment
Number of simultaneous users
	Small Business Edition	Professional Edition
Capacity Up to 75 simultaneous users
75 or more simultaneous users
Licensing and hosting options
	Small Business Edition	Professional Edition
Available through standard licensing
Available through third-party service providers
Available through third-party hosting providers
Sales leads management
	Small Business Edition	Professional Edition
Opportunity management. Converts leads to opportunities and tracks them throughout the sales cycle.
Sales process management. Enables consistent tracking and closing of sales opportunities.
Pipeline optimization. Analytical tools provide salespeople with qualified leads and opportunities.
Quote generation. Provides a full-featured product catalog that supports complex pricing levels, units of measure, and discounts.
Order management. Converts quotes to orders that can be modified and saved until they are ready to be billed as invoices.
Sales force management. Helps measure sales performance against quotas.
Sales literature. Helps create, manage, and distribute sales material.
Direct e-mail. Enables creation of customized e-mail messages to customers.
Customer interaction management
	Small Business Edition	Professional Edition
Case management. Enables customer service requests to be created, assigned, and managed from a central location.
Automated routing and queuing. Promotes easy processing of service requests through customizable workflow rules.
Auto-response e-mail. Generates automatic responses to customer requests.
E-mail management. Automatically records customer communications and associates e-mail messages with appropriate customer records.
Service scheduling. Makes it easy to manage service resources and to better understand resource and equipment allocation, usage, and effectiveness.
Searchable knowledge base. Provides a repository for the publishing of support articles and information.
Service contracts. Creates, maintains, and updates service contracts automatically.
Customer data management
	Small Business Edition	Professional Edition
Marketing campaigns. Enables campaign planning based on budgets and expenses, promotion codes, target products, marketing collateral, and more.
Customer and lead lists. Allows existing customer information or imported contact information from various sources to be used to create targeted lists for specific campaigns.
Qualify lists. Facilitates queries to customer lists, helping locate accounts that meet specific criteria.
Campaign templates. Lets you create templates to use again in future campaigns.
Campaign execution tracking. Enables lead conversion and cost and performance data analysis.
Marketing information tracking. Helps quantify campaign success.
Faxing capabilities. Lets you send and receive faxes from your desktop using the capabilities of Microsoft Small Business Server.

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