Microsoft CRM supports two methods for online communication with it and for gathering the required information. The access can be gained by logging on to Microsoft CRM server using the web browser like Microsoft Internet Explorer or by using the Microsoft Outlook client for Microsoft CRM. The access through web browser is the common way of accessing information trough Microsoft CRM and the Outlook client is used when a person is traveling or wants to retrieve information over a PDA or Internet tablet. Also this method is useful for those employees who prefer to work from home instead of office.

Here the Microsoft CRM Integration feature comes very handy, as you can download the reports and upload the same in different file types. Thus if you are accessing reports from a system that supports Microsoft Word then you can download the information in word format or you can get the same in Microsoft Excel format. Microsoft CRM Scheduling helps you never forget any appointments and finish all jobs in given time. Using this system you can also send the feedback of the job accomplished to the main office. Thus making it easier for the people at office to keep track of your work and give a timely review of the work you did. Microsoft CRM Customization helps you get the reports in customized reports and also design the customized forms. A person with some experience of some Microsoft tools like Microsoft Office and Microsoft Outlook can flawlessly work on Microsoft CRM.