Learner Manager: I want to be able to view my calendar to schedule customer meetings and track them against an opportunity without leaving Outlook.
Diagonal: Dynamics CRM is developed by Microsoft and is fully integrated with Outlook. This enables you to use all of the functions of CRM within the Outlook environment including scheduling appointments and tracking customer emails.
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Learner Manager: I want to be able to update details such as the TNA whilst I am meeting with the client and not have to wait until I get back to the college.
Diagonal: The Dynamics CRM integration with Outlook extends to offline synchronisation. This means that you can take your CRM data with you and any changes you make whilst working remotely will synchronise next time you are on the network. In addition, Diagonal's Microsoft Dynamics CRM solution for further education includes an entity specifically for capturing TNA information, making it easier to search and report on the information later.
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Learner Manager: I want to be able to get a view of the students that have attended in my course areas.
Diagonal: Our Microsoft Dynamics CRM solution is web service enabled and is very open to integrating with other systems including student records. Diagonal can therefore develop integration to meet your specific needs. At the most simple level this can involve capturing the student and course ID's from your student records system within CRM.