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I have an Accounting Firm and we have a subscription to the Microsoft Action Pack. One of the products included in the Action Pack is Microsoft Dynamics CRM. We currently use Microsoft Exchange and a shared mailbox to track tasks for our Clients and to assign the tasks to employees. We are making it work, but it doesn't really work all that well for us. What we are looking for is a solution (I think Microsoft Dynamics CRM might be the solution) that will let us (all company employees) work with our clients and track all correspondence / activities pertaining to our clients. Basically I'd like to open up a client record and see what tasks are outstanding for that client, all the correspodence via email that we've have with that client no matter which of my employees corresponded with the client. In a nutshell I want everything related to my client (Tasks, Correpsondence, Scans / Documents ) available in one place to all my employees. We need a good trail of who did what with t...
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