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Customer Relationship Management

Dynamics Icon CRM service

The University's new CRM service provides staff with a valuable source of shared and centralised information about the University's external stakeholders. A pilot project is underway to launch this service in a small number of departments before rolling out across the University.

The service is provided through Microsoft Dynamics CRM Online and authorised users can access it through their Office 365 account.

oneicon.png Access Requests

Departmental Access

If your department is not part of the Pilot Project but would like access then please submit a request to use the Core Solution.

User Access Requests

If you are a member of a department already using Dynamics CRM then you can apply for a user account through the IT Services Help Desk. On the left hand side click 'Make a Request', then under 'Software & Applications' select 'Customer Relationship Management'.

Please note that we cannot give access to people from within departments not already using the CRM system; if you are in this position please do not submit a user access request (see Departmental Access for more information).

resourceicon.png Useful resources

CRM Acceptable Use Policy – the principles and parameters of CRM engagement.

Full CRM guidance document (Word Document) – policies, procedures and principles of engagement (includes AUP).

CRM User Guide (PDF Document) - guide to using CRM (does not cover reporting).

Dynamics CRM Golden Rules (PDF Document) 

featuredicon.png Latest news

July 2015 -
CRM transitions from project to service with the establishment of the CRM Service Board to support all users of the system.

April 2015 -
WBS goes live.

January 2015 -
CRM project featured on the Simplify, Collaborate, Deliver website.

Corporate Relations goes live.