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Product Brochures (pdf)

  • CRM Services Brochure

    Touchstone Group has over 28 years of experience working behind the scenes supporting over 1,400 UK businesses with the management of their business-critical IT systems. Download this brochure to find out about our market-leading consulting and support services for Microsoft Dynamics CRM.

  • Extended MSCRM

    Businesses today need to maximise the value of their relationships. With Microsoft Dynamics CRM business software and the xRM application framework, organisations can quickly and easily extend their CRM solution and build custom applications to track any business relationship, without compromising features, capabilities, budget or delivery time.

  • Why MSCRM?

    This document explores the key reasons why organisations choose Microsoft Dynamics CRM.

  • Microsoft Dynamics CRM

    Microsoft Dynamics CRM 2011 is a Customer Relationship Management (CRM) solution that provides the tools and capabilities needed to create and easily maintain a clear picture of customers, from first contact through to purchase and post-sales. With modules for sales, marketing, and customer service, Microsoft Dynamics CRM delivers a fast, flexible, and affordable solution that drives consistent, measurable improvements in every business process, enabling closer relationships with customers and helping to achieve new levels of profitability.

  • MSCRM 2011 Customer Services

    Microsoft Dynamics CRM 2011 Customer Service Datasheet.

  • MSCRM 2011 Marketing

    Microsoft Dynamics CRM 2011 Marketing Automation Datasheet

  • MSCRM 2011 Sales Automation

    Microsoft Dynamics CRM 2011 Sales Force Automation Datasheet

  • Better Together with MSCRM

    Leverage your existing Microsoft products and technologies to enhance the agility and productivity of your Microsoft Dynamics CRM solution.

  • CRM for Financial Services

    Building profitable customer relationships, delivering bottom line performance – a powerful Customer Relationship Management solution for Financial Services organisations.

  • MSCRM Accelerators Overview

    Microsoft Dynamics CRM Accelerators - enhancements to optimise CRM

  • MSCRM Accelerator - Notify

    The Notifications Accelerator allows users to subscribe to the CRM “business events” that are significant to them. Notifications are delivered via a Really Simple Syndication (RSS) feed and can be consumed with many desktop tools including Microsoft Outlook 2007 or the standard newsfeed Windows Vista® gadget.

  • MSCRM Accelerator - Events

    The Event Management Accelerator helps automate event management tasks and capture information effortlessly and accurately so that organisations can improve the productivity of event staff, plan future events more effectively, and use event data to enhance customer relationships.

  • MSCRM Accelerator - Forecast

    The Extended Sales Forecasting Accelerator enriches the out-of-the-box sales forecasting capabilities in Microsoft Dynamics CRM 4.0. Sales users can review their individual sales pipeline and quickly classify opportunities while sales managers can monitor and track sales targets, budgets and performance against these forecasts.

  • MSCRM Accelerator - eService

    Enables customers to find help and service information when and where they want. The eService Accelerator makes it easy to provide self-service capabilities to customers while enabling businesses to efficiently configure their self-service portal and manage customer data.

  • MSCRM Accelerator - Analytics

    The Analytics Accelerator provides a full-featured analytics platform that spans marketing, sales, and customer service, helping to improve customer satisfaction, develop customer loyalty, and increase profitability with every interaction.

  • MSCRM Accelerator - Newsfeed

    The Business Productivity Newsfeed Accelerator turns Microsoft Dynamics CRM 4.0 into the hub of business activity, letting users keep up-to-date with events happening across the organisation. The Business Productivity Newsfeed Accelerator drives user adoption by presenting CRM data to users in a way that is appealing and interactive, drawing them into the application and encouraging use.

  • MSCRM Accelerator - Search

    The Enterprise Search Accelerator allows Microsoft Office SharePoint Server (MOSS) customers to view and search for Microsoft Dynamics CRM data directly from their SharePoint portals.

  • MSCRM Accelerator - Workflow

    The Business Productivity Workflow Tools Accelerator provides additional workflow step actions, enhancing capabilities around string handling, mathematical functions and HTML hyperlink creation. Please note that currently this Accelerator is only compatible with the On-Premise edition of Microsoft Dynamics CRM 4.0.

  • MSCRM Accelerator - Data Audit

    The Business Data Auditing Accelerator provides basic audit capabilities. The Accelerator takes a snapshot of a record whenever the relevant event occurs within the system such as Create, Update, Assign and Delete. Through workflow, auditing can be configured for any entity and any trigger event.

  • Zap Business Analytics

    Business Intelligence solution for Microsoft Dynamics CRM

  • Touchstone CharityPoint

    Touchstone CharityPoint for Fundraisers is a complete donor management and fundraising application built on the Microsoft Dynamics CRM platform. It offers Not for Profit organisations a fully integrated system, delivered through the familiar and intuitive Microsoft Office Outlook environment.

  • Touchstone Employer Engagement

    TEEM has been designed to reduce the time needed to modify screens to be more College-friendly and to reduce the time needed to deliver standard reports required by senior management teams and auditors. Easy report generation ensures that Colleges of Further Education have the opportunity to gain rapid insight into their employer engagement activities and be measurable against targets much more quickly and accurately.

  • EASY Document Management

    In today’s information society, an ever-increasing number of data, documents, and records accrue in the office every day. Managing and archiving them involves costs, both in terms of time and money. So a document management system (DMS) brings relief by noticeably reducing your workload and corporate costs.

  • MSCRM for the Enterprise

    Achieve a complete and consistent customer view across the enterprise with Microsoft Dynamics CRM