{"id":18874,"date":"2023-12-19T13:37:00","date_gmt":"2023-12-19T21:37:00","guid":{"rendered":"https:\/\/www.calsoft.com\/?p=18874"},"modified":"2024-10-10T11:19:11","modified_gmt":"2024-10-10T18:19:11","slug":"microsoft-dynamics-365-for-sales%e3%81%aesales-force-automation-sfa","status":"publish","type":"post","link":"https:\/\/www.calsoft.com\/ja\/microsoft-dynamics-365-for-sales%e3%81%aesales-force-automation-sfa\/","title":{"rendered":"\u5fb9\u5e95\u8003\u5bdf:  Microsoft Dynamics 365 \u30bb\u30fc\u30eb\u30b9CRM\u306b\u304a\u3051\u308b\u30bb\u30fc\u30eb\u30b9\u30fb\u30d5\u30a9\u30fc\u30b9\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\uff08SFA\uff09"},"content":{"rendered":"\n<p><strong>\u4ea4\u6e09\u30d7\u30ed\u30bb\u30b9\u3068\u30bb\u30fc\u30eb\u30b9\u306e\u6539\u5584<\/strong><\/p>\n\n\n\n<p>Calsoft Systems\u306f\u3001Microsoft Dynamics 365 for Sales(CRM)\u306e\u5c0e\u5165\u3092\u304a\u624b\u4f1d\u3044\u3057\u3066\u3044\u307e\u3059\u3002\u7686\u69d8\u306e\u55b6\u696d\u306e\u5f37\u5316\u3084\u81ea\u52d5\u5316\u306b\u3088\u308b\u55b6\u696d\u529b\u5f37\u5316\u5c0e\u5165\u3092\u30b5\u30dd\u30fc\u30c8\u3055\u305b\u3066\u3044\u305f\u3060\u3044\u3066\u304a\u308a\u307e\u3059\u3002\u5f0a\u793e\u3067\u306f\u304a\u5ba2\u69d8\u306b\u5408\u308f\u305b\u305fSFA\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u7686\u69d8\u306e\u9867\u5ba2\u60c5\u5831\u3084\u55b6\u696d\u6d3b\u52d5\u3092\u52b9\u679c\u7684\u306a\u7ba1\u7406\u3001\u9867\u5ba2\u6e80\u8db3\u5ea64\u3084\u6210\u7d04\u7387\u306e\u5411\u4e0a\u3001\u305d\u3057\u3066\u4f1a\u793e\u3068\u3057\u3066\u306e\u58f2\u308a\u4e0a\u3052\u53ca\u3073\u5229\u76ca\u306e\u5411\u4e0a\u306b\u8ca2\u732e\u3057\u307e\u3059\u3002&nbsp;&nbsp;<\/p>\n\n\n\n<p>\u3053\u3061\u3089\u306e\u8a18\u4e8b\u3067\u306f\u3001Microsoft Dynamics 365\u306eSFA(Sales Force Automation)\u306e\u30b3\u30a2\u6a5f\u80fd\u3092\u63d0\u4f9b\u3059\u308bMicrosoft Dynamics 365 for Sales\u306b\u3064\u3044\u3066\u89e3\u8aac\u3057\u307e\u3059\u3002&nbsp;<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-sfa-\u30bb\u30fc\u30eb\u30b9-\u30d5\u30a9\u30fc\u30b9-\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3-\u306f\u3069\u306e\u3088\u3046\u306b\u5f79\u306b\u7acb\u3064\u306e\u304b\"><strong><br><br>SFA(\u30bb\u30fc\u30eb\u30b9\u30fb\u30d5\u30a9\u30fc\u30b9\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3)\u306f\u3069\u306e\u3088\u3046\u306b\u5f79\u306b\u7acb\u3064\u306e\u304b?<\/strong><br><\/h2>\n\n\n\n<p>CRM\u30b7\u30b9\u30c6\u30e0\u306e\u30e1\u30ea\u30c3\u30c8\u306f\u5e45\u5e83\u304f\u8a8d\u8b58\u3055\u308c\u3066\u3044\u307e\u3059\u304c\u3001\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3(SFA)\u306e\u5b9f\u7528\u6027\u306f\u5341\u5206\u306b\u7406\u89e3\u3055\u308c\u3066\u3044\u306a\u3044\u30b1\u30fc\u30b9\u304c\u591a\u3044\u3067\u3059\u3002\u00a0\u305d\u308c\u306b\u4f34\u3044\u3001\u5404\u90e8\u9580\u3067\u300c\u5165\u529b\u306e\u8ca0\u62c5\u304c\u5897\u3048\u308b\u300d\u300c\u30c7\u30fc\u30bf\u3092\u6709\u52b9\u6d3b\u7528\u3067\u304d\u306a\u3044\u300d\u300c\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u591a\u3059\u304e\u308b\u300d\u3068\u3044\u3063\u305f\u4e0d\u5b89\u306e\u58f0\u3082\u805e\u304d\u307e\u3059\u3002\u3053\u3046\u3044\u3063\u305f\u61f8\u5ff5\u70b9\u306b\u5bfe\u3057\u3066\u306f\u3001\u5c0e\u5165\u6642\u306e\u8a2d\u5b9a\u306a\u3069\u3060\u3051\u3067\u306a\u304f\u3001\u5b9f\u88c5\u5f8c\u306e\u30b7\u30b9\u30c6\u30e0\u306e\u6700\u9069\u306a\u5229\u7528\u306e\uff11\u3064\u306e\u9375\u306b\u306a\u3063\u3066\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u5b9f\u969b\u3001\u696d\u52d9\u306f\u4f01\u696d\u306b\u3088\u3063\u3066\u7570\u306a\u308b\u305f\u3081\u3001\u5358\u306b\u30b7\u30b9\u30c6\u30e0\u3092\u5c0e\u5165\u3059\u308b\u3060\u3051\u3067\u306f\u5145\u5206\u3067\u306a\u3044\u30b1\u30fc\u30b9\u3082\u3042\u308a\u307e\u3059\u3002\u3053\u3053\u3067\u306f\u5178\u578b\u7684\u306a\u8ab2\u984c\u3092\u3044\u304f\u3064\u304b\u7d39\u4ecb\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<div style=\"height:39px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-\u30c7\u30fc\u30bf\u304c\u84c4\u7a4d\u3055\u308c\u306a\u3044\"><strong>\u30c7\u30fc\u30bf\u304c\u84c4\u7a4d\u3055\u308c\u306a\u3044<\/strong><\/h3>\n\n\n\n<p>\u8ab2\u984c\u306e1\u3064\u3068\u3057\u3066\u3001CRM\u30b7\u30b9\u30c6\u30e0\u5185\u306e\u30c7\u30fc\u30bf\u306e\u84c4\u7a4d\u304c\u601d\u3063\u305f\u3088\u3046\u306b\u3055\u308c\u3066\u3044\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u30c7\u30fc\u30bf\u5206\u6790\u306f\u55b6\u696d\u529b\u5f37\u5316\u306e\u91cd\u8981\u306a\u8981\u7d20\u306b\u306a\u3063\u3066\u304d\u307e\u3059\u304c\u3001\u30c7\u30fc\u30bf\u5165\u529b\u306e\u7169\u96d1\u3055\u304b\u3089\u55b6\u696d\u62c5\u5f53\u8005\u304c\u5145\u5206\u306a\u60c5\u5831\u3092\u5165\u529b\u3057\u306a\u3044\u307e\u307e\u7d42\u308f\u3063\u3066\u3057\u307e\u3046\u3053\u3068\u3082\u3042\u308a\u307e\u3059\u3002 \u305d\u306e\u7d50\u679c\u3001\u30c7\u30fc\u30bf\u304c\u84c4\u7a4d\u3055\u308c\u305a\u3001\u9867\u5ba2\u5206\u6790\u304c\u3067\u304d\u306a\u305a\u6d3b\u7528\u3055\u308c\u306a\u3044\u3068\u3044\u3046\u60aa\u5faa\u74b0\u304c\u751f\u307e\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<p><br>Microsoft Dynamics 365\u3067\u306f\u3001\u30c7\u30fc\u30bf\u5165\u529b\u3092\u3088\u308a\u76f4\u611f\u7684\u304b\u3064\u7c21\u6613\u7684\u306b\u884c\u3046\u6a5f\u80fd\u3092\u5099\u3048\u3066\u304a\u308a\u3001\u8cb4\u91cd\u306a\u55b6\u696d\u60c5\u5831\u306e\u30c7\u30fc\u30bf\u5165\u529b\u3084\u53d6\u96c6\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u307e\u305f\u81ea\u52d5\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u5206\u6790\u306b\u3088\u308a\u3001\u55b6\u696d\u30c1\u30fc\u30e0\u306f\u65b0\u3057\u3044\u55b6\u696d\u3084\u305d\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306e\u30a2\u30a4\u30c7\u30a2\u306a\u3069\u3082\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u3001e\u55b6\u696d\u52b9\u679c\u306e\u5f37\u5316\u3084\u6210\u7d04\u7387\u306e\u5411\u4e0a\u3092\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<br><br><\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-\u901a\u5e38\u306e\u55b6\u696d\u696d\u52d9\u306e\u969c\u5bb3\u306b\"><strong>\u901a\u5e38\u306e\u55b6\u696d\u696d\u52d9\u306e\u969c\u5bb3\u306b<\/strong><\/h3>\n\n\n\n<p>\u65e2\u306b\u591a\u304f\u306e\u696d\u52d9\u3092\u62b1\u3048\u3066\u3044\u308b\u55b6\u696d\u62c5\u5f53\u8005\u304c\u3001\u30c7\u30fc\u30bf\u306e\u66f4\u65b0\u306b\u904e\u5ea6\u306b\u6642\u9593\u3092\u8cbb\u3084\u3057\u3066\u3057\u307e\u3044\u3001\u672c\u696d\u3067\u3042\u308b\u9867\u5ba2\u5bfe\u5fdc\u306b\u6642\u9593\u3092\u5272\u304f\u3053\u3068\u304c\u3067\u304d\u306a\u304f\u306a\u308b\u3068\u3044\u3046\u30b1\u30fc\u30b9\u3082\u304a\u805e\u304d\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>Dynamics 365 for Sales \u306f\u3001\u65e5\u5e38\u306e\u55b6\u696d\u30bf\u30b9\u30af\u306e\u969c\u5bb3\u306b\u306a\u308b\u5165\u529b\u4f5c\u696d\u3092\u6291\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u307e\u305fSFA\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u55b6\u696d\u306e\u30e1\u30f3\u30d0\u30fc\u304c\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3053\u306e\u8ab2\u984c\u3092\u514b\u670d\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3(SFA)\u6a5f\u80fd\u306f\u3001\u65e5\u5e38\u7684\u306a\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u306a\u304c\u3089SFA\u306e\u30c7\u30fc\u30bf\u3082\u6709\u52b9\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u55b6\u696d\u62c5\u5f53\u8005\u306e\u6700\u3082\u91cd\u8981\u306a\u9867\u5ba2\u3068\u306e\u6709\u610f\u7fa9\u306a\u95a2\u4fc2\u69cb\u7bc9\u306b\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-\u696d\u52d9\u306e\u500b\u4eba\u4f9d\u5b58\u5316\"><strong>\u696d\u52d9\u306e\u500b\u4eba\u4f9d\u5b58\u5316<\/strong><\/h3>\n\n\n\n<p>\u3055\u307e\u3056\u307e\u306a\u7406\u7531\u304b\u3089\u3001\u30d3\u30b8\u30cd\u30b9\u3084\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306f\u7c21\u5358\u306b\u30d6\u30e9\u30c3\u30af\u30dc\u30c3\u30af\u30b9\u306b\u306a\u308a\u5f97\u307e\u3059\u3002\u7279\u5b9a\u306e\u55b6\u696d\u62c5\u5f53\u8005\u306e\u500b\u4eba\u30e1\u30e2\u3001\u7d4c\u9a13\u3084\u76f4\u611f\u306b\u983c\u308a\u3059\u304e\u3066\u3057\u307e\u3046\u30b1\u30fc\u30b9\u304c\u898b\u53d7\u3051\u3089\u308c\u307e\u3059\u3002 \u3053\u308c\u306f\u3001\u30b7\u30b9\u30c6\u30e0\u3092\u6a19\u6e96\u5316\u3084\u30c7\u30fc\u30bf\u306e\u5171\u6709\u3092\u3057\u3088\u3046\u3068\u3059\u308b\u3068\u304d\u306b\u969c\u5bb3\u306b\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u904e\u5ea6\u306a\u500b\u4eba\u55b6\u696d\u4f9d\u5b58\u3092\u56de\u907f\u3059\u308b\u305f\u3081\u306b\u3001Dynamics 365 \u306f\u500b\u3005\u4eba\u306e\u55b6\u696d\u30a2\u30d7\u30ed\u30fc\u30c1\u3060\u3051\u3067\u306a\u304f\u3068\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9\u3092\u57fa\u306b\u6a19\u6e96\u5316\u3055\u308c\u305f\u30d7\u30ed\u30bb\u30b9\u306e\u30d0\u30e9\u30f3\u30b9\u3088\u304f\u63d0\u4f9b\u3067\u304d\u308b\u30b7\u30b9\u30c6\u30e0\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u69cb\u9020\u5316\u3055\u308c\u305f\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u8ca9\u58f2\u30d7\u30ed\u30bb\u30b9\u5168\u4f53\u306e\u4e00\u8cab\u6027\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u500b\u3005\u306e\u55b6\u696d\u62c5\u5f53\u8005\u306e\u5c02\u9580\u77e5\u8b58\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u00a0<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-sfa-sales-force-automation-\u3092\u30d5\u30eb\u6d3b\u7528\"><br><br>SFA(Sales Force Automation)\u3092\u30d5\u30eb\u6d3b\u7528<\/h2>\n\n\n\n<p>Dynamics 365 for Sales \u306b\u306f\u65b0\u898f\u9867\u5ba2\u7372\u5f97\u3060\u3051\u3067\u306a\u304f\u3001\u9577\u671f\u7684\u306a\u306a\u95a2\u4fc2\u3092\u69cb\u7bc9\u3057\u3001\u3088\u308a\u52b9\u679c\u7684\u306a\u55b6\u696d\u6d3b\u52d5\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u6a5f\u80fd\u304c\u8a70\u307e\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u5b9f\u969b\u3001Dynamics 365 \u306b\u306fCRM \u306e\u6848\u4ef6\u7ba1\u7406\u3068\u3057\u3066\u306e\u6a5f\u80fd\u3060\u3051\u3067\u306f\u306a\u304f\u3001\u4e0b\u306e\u3088\u3046\u306a\u30bb\u30fc\u30eb\u30b9 \u30d5\u30a9\u30fc\u30b9 \u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3 (SFA) \u306e\u6a5f\u80fd\u3082\u5099\u308f\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-\u4f1a\u793e\u5168\u4f53\u3067\u4e00\u8cab\u3057\u305f\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\"><strong>\u4f1a\u793e\u5168\u4f53\u3067\u4e00\u8cab\u3057\u305f\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9<\/strong><\/h3>\n\n\n\n<p>Dynamics 365\u3067\u306f\u3001\u9867\u5ba2\u306e\u30d3\u30b8\u30cd\u30b9\u72b6\u6cc1\u3001\u904e\u53bb\u306e\u8cfc\u5165\u5c65\u6b74\u3001\u5951\u7d04\u5185\u5bb9\u3001\u30b5\u30dd\u30fc\u30c8\u5c65\u6b74\u3084\uff21\uff29\u3082\u6d3b\u7528\u3057\u305f\u5206\u6790\u3084\u30a2\u30af\u30b7\u30e7\u30f3\u306a\u3069\u3001\u9867\u5ba2\u306e\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306a\u60c5\u5831\u3092\u628a\u63e1\u3057\u3001\u5168\u793e\u3067\u5171\u6709\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4f1a\u793e\u5168\u4f53\u3067\u4e00\u8cab\u3057\u3066\u9ad8\u30ec\u30d9\u30eb\u306e\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"577\" src=\"https:\/\/www.calsoft.com\/wp-content\/uploads\/2020\/06\/image1crm-1024x577.png\" alt=\"crm\" class=\"wp-image-5532\" srcset=\"https:\/\/www.calsoft.com\/wp-content\/uploads\/2020\/06\/image1crm-1024x577.png 1024w, https:\/\/www.calsoft.com\/wp-content\/uploads\/2020\/06\/image1crm-300x169.png 300w, https:\/\/www.calsoft.com\/wp-content\/uploads\/2020\/06\/image1crm-768x433.png 768w, https:\/\/www.calsoft.com\/wp-content\/uploads\/2020\/06\/image1crm.png 1284w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-\u4ea4\u6e09\u30d7\u30ed\u30bb\u30b9\u3068\u30bb\u30fc\u30eb\u30b9\u306e\u6539\u5584\"><strong>\u4ea4\u6e09\u30d7\u30ed\u30bb\u30b9\u3068\u30bb\u30fc\u30eb\u30b9\u306e\u6539\u5584<\/strong><\/h3>\n\n\n\n<p>Dynamics 365\u306f\u30d3\u30b8\u30cd\u30b9\u4ea4\u6e09\u30d7\u30ed\u30bb\u30b9\u3092\u7ba1\u7406\u3059\u308b\u969b\u306e\u6307\u6a19\u3001\u30d5\u30a7\u30fc\u30ba\u3001\u304a\u3088\u3073\u6761\u4ef6\u3092\u8a2d\u5b9a\u3059\u308b\u3053\u3068\u304c\u51fa\u6765\u3001\u3088\u308a\u5ba2\u89b3\u7684\u306b\u9032\u6357\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u55b6\u696d\u62c5\u5f53\u8005\u306f\u3088\u308a\u6b63\u78ba\u306a\u4e88\u6e2c\u7ba1\u7406\u304c\u53ef\u80fd\u306b\u306a\u308a\u3001\u8ca9\u58f2\u6210\u679c\u306e\u5411\u4e0a\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"577\" src=\"https:\/\/www.calsoft.com\/wp-content\/uploads\/2020\/06\/image2crm-1024x577.png\" alt=\"crm\" class=\"wp-image-5534\" srcset=\"https:\/\/www.calsoft.com\/wp-content\/uploads\/2020\/06\/image2crm-1024x577.png 1024w, https:\/\/www.calsoft.com\/wp-content\/uploads\/2020\/06\/image2crm-300x169.png 300w, https:\/\/www.calsoft.com\/wp-content\/uploads\/2020\/06\/image2crm-768x432.png 768w, https:\/\/www.calsoft.com\/wp-content\/uploads\/2020\/06\/image2crm.png 1270w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-\u52b9\u7387\u7684\u306a\u60c5\u5831\u5171\u6709\u306b\u3088\u308b\u751f\u7523\u7684\u306a\u55b6\u696d\u6d3b\u52d5\"><strong>\u52b9\u7387\u7684\u306a\u60c5\u5831\u5171\u6709\u306b\u3088\u308b\u751f\u7523\u7684\u306a\u55b6\u696d\u6d3b\u52d5<\/strong><\/h3>\n\n\n\n<p>Microsoft Outlook\u3068\u306e\u9023\u643a\u306b\u3088\u308a\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u306e\u60c5\u5831\u5171\u6709\u304c\u3055\u308c\u307e\u3059\u3002\u55b6\u696d\u30c1\u30fc\u30e0\u306f\u3001\u30e1\u30fc\u30eb\u3001\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3001\u30bf\u30b9\u30af\u3001\u9023\u7d61\u5148\u3092\u5e38\u306b\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u5171\u6709\u3067\u304d\u308b\u305f\u3081\u3001\u624b\u52d5\u306a\u3069\u3067\u30ec\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u5fc5\u8981\u304c\u306a\u304f\u306a\u308a\u307e\u3059\u3002\u307e\u305f\u3053\u306e\u9023\u643a\u306b\u3088\u308a\u3001\u55b6\u696d\u62c5\u5f53\u8005\u306f\u3088\u308a\u9650\u3089\u308c\u305f\u6642\u9593\u3092\u6709\u6d3b\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"664\" height=\"326\" src=\"https:\/\/www.calsoft.com\/wp-content\/uploads\/2020\/06\/image3crm.jpg\" alt=\"Outlook email screen with Dynamics 365 App for Outlook pane\" class=\"wp-image-5536\" srcset=\"https:\/\/www.calsoft.com\/wp-content\/uploads\/2020\/06\/image3crm.jpg 664w, https:\/\/www.calsoft.com\/wp-content\/uploads\/2020\/06\/image3crm-300x147.png 300w\" sizes=\"auto, (max-width: 664px) 100vw, 664px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"639\" height=\"502\" src=\"https:\/\/www.calsoft.com\/wp-content\/uploads\/2020\/06\/image4crm.jpg\" alt=\"crm\" class=\"wp-image-5538\" srcset=\"https:\/\/www.calsoft.com\/wp-content\/uploads\/2020\/06\/image4crm.jpg 639w, https:\/\/www.calsoft.com\/wp-content\/uploads\/2020\/06\/image4crm-300x236.png 300w\" sizes=\"auto, (max-width: 639px) 100vw, 639px\" \/><\/figure>\n\n\n\n<div style=\"height:51px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ai\u3092\u6d3b\u7528\u3057\u305f\u5206\u6790\u6a5f\u80fd\"><strong>AI\u3092\u6d3b\u7528\u3057\u305f\u5206\u6790\u6a5f\u80fd<\/strong><\/h3>\n\n\n\n<p>Dynamics 365 Sales \u306f\u3001AI \u306e\u529b\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u5f93\u6765\u306eCRM \u6a5f\u80fd\u3092\u8d85\u3048\u3066\u3001\u55b6\u696d\u6226\u7565\u306e\u5909\u9769\u306b\u3064\u306a\u304c\u308b\u8cb4\u91cd\u306a\u5206\u6790\u60c5\u5831\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u5177\u4f53\u7684\u306b\u306f\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306e\u30ea\u30fc\u30c9\u4e88\u6e2c\u5206\u6790\u3001\u53d6\u5f15\u306b\u304a\u3051\u308b\u81ea\u52d5\u30ec\u30b3\u30e1\u30f3\u30c7\u30fc\u30b7\u30e7\u30f3\u306a\u3069\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u5206\u6790\u60c5\u5831\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u4e0b\u30e1\u30ea\u30c3\u30c8\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6709\u671b\u306a\u30ea\u30fc\u30c9\u306e\u7279\u5b9a: <\/strong>AI \u306f\u53ef\u80fd\u6027\u306e\u9ad8\u3044\u30ea\u30fc\u30c9\u3078\u306e\u512a\u5148\u9806\u4f4d\u4ed8\u3051\u3092\u53ef\u80fd\u306b\u3057\u3001\u55b6\u696d\u30c1\u30fc\u30e0\u304c\u6700\u3082\u53ce\u76ca\u6027\u306e\u9ad8\u3044\u6848\u4ef6\u306b\u96c6\u4e2d\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059<\/li>\n\n\n\n<li><strong>\u53d6\u5f15\u3092\u3088\u308a\u8fc5\u901f\u306b\u6210\u7acb\u3055\u305b\u308b: <\/strong>\u4e88\u6e2c\u7684\u306a\u53d6\u5f15\u30a4\u30f3\u30b5\u30a4\u30c8\u3068\u30cd\u30af\u30b9\u30c8\u30d9\u30b9\u30c8\u30a2\u30af\u30b7\u30e7\u30f3\u306e\u63a8\u5968\u6a5f\u80fd\u306b\u3088\u308a\u3001\u30bb\u30fc\u30eb\u30b9\u30c1\u30fc\u30e0\u306e\u55b6\u696d\u30b5\u30a4\u30af\u30eb\u306e\u77ed\u7e2e\u53ca\u3073\u53d6\u5f15\u306e\u6210\u529f\u7387\u3092\u5f15\u304d\u4e0a\u3052\u308b\u3053\u3068\u304c\u53ef\u80fd\u3067\u3059\u3002<\/li>\n\n\n\n<li><strong>\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3059\u308b: <\/strong>AI \u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u904e\u53bb\u306e\u3084\u308a\u53d6\u308a\u3092\u5206\u6790\u3057\u3066\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306b\u95a2\u3059\u308b\u30c6\u30a4\u30e9\u30fc\u30e1\u30a4\u30c9\u306a\u63a8\u5968\u4e8b\u9805\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u9867\u5ba2\u306b\u3068\u3063\u3066\u95a2\u9023\u6027\u304c\u9ad8\u304f\u30a4\u30f3\u30d1\u30af\u30c8\u306e\u3042\u308b\u55b6\u696d\u6d3b\u52d5\u3092\u884c\u3048\u307e\u3059\u3002 <\/li>\n\n\n\n<li><strong>\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u6700\u9069\u5316:<\/strong> AI \u306f\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3084\u975e\u52b9\u7387\u6027\u3092\u7279\u5b9a\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u307e\u305f\u3053\u308c\u304c\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u610f\u601d\u6c7a\u5b9a\u306b\u3064\u306a\u304c\u308a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002 <br><br><\/li>\n<\/ul>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-\u307e\u3068\u3081\">\u307e\u3068\u3081<\/h2>\n\n\n\n<p>Dynamics 365 Sales \u3067 SFA (\u30bb\u30fc\u30eb\u30b9 \u30d5\u30a9\u30fc\u30b9 \u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3) \u3092\u30d5\u30eb\u306b\u6d3b\u7528\u3059\u308b\u306b\u306f\u3001AI \u3092\u6d3b\u7528\u3057\u305f\u5206\u6790\u60c5\u5831\u3092\u6d3b\u7528\u3001\u53cd\u5fa9\u7684\u306a\u30bf\u30b9\u30af\u3092\u81ea\u52d5\u5316\u3057\u3001\u52b9\u7387\u7684\u3067\u52b9\u679c\u7684\u306a\u55b6\u696d\u884c\u52d5\u3092\u3059\u308b\u3053\u3068\u304c\u91cd\u8981\u306b\u306a\u3063\u3066\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u30bb\u30fc\u30eb\u30b9\u30c1\u30fc\u30e0\u304c\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u305f\u9867\u5ba2\u95a2\u4fc2\u306e\u69cb\u7bc9\u3068\u53d6\u5f15\u306e\u6210\u7acb\u306b\u96c6\u4e2d\u3057\u3001\u6210\u7d04\u7387\u3082\u5411\u4e0a\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-\u30ab\u30eb\u30bd\u30d5\u30c8\u306b\u3064\u3044\u3066\"><strong>\u30ab\u30eb\u30bd\u30d5\u30c8\u306b\u3064\u3044\u3066<\/strong><\/h2>\n\n\n\n<p>Calsoft Systems\u306f\u3001\u591a\u69d8\u306a\u30d3\u30b8\u30cd\u30b9\u30cb\u30fc\u30ba\u3092\u6e80\u305f\u3059\u305f\u3081\u306b\u305d\u306e\u4f1a\u793e\u306b\u5408\u3063\u305fIT\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u304a\u5ba2\u69d8\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u3066\u307e\u3044\u308a\u307e\u3057\u305f\u3002Calsoft Systems\u306f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u6d3b\u7528\u3068\u696d\u52d9\u6539\u5584\u306b\u91cd\u70b9\u3092\u7f6e\u3044\u3066\u304a\u308a\u3001\u7686\u69d8\u306e\u696d\u52d9\u306e\u6700\u9069\u5316\u3084\u3001\u4f1a\u793e\u5168\u4f53\u306e\u52b9\u7387\u3092\u9ad8\u3081\u308b\u3053\u3068\u3092\u304a\u7d04\u675f\u3057\u307e\u3059\u3002\u30ab\u30b9\u30bf\u30e0\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u958b\u767a\u304b\u3089\u30af\u30e9\u30a6\u30c9\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3001IT\u30b3\u30f3\u30b5\u30eb\u30c6\u30a3\u30f3\u30b0\u307e\u3067\u3001\u5305\u62ec\u7684\u306a\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u304a\u308a\u307e\u3059\u306e\u3067\u3001\u3054\u8cea\u554f\u7b49\u3054\u3056\u3044\u307e\u3057\u305f\u3089\u304a\u6c17\u8efd\u306b<a href=\"https:\/\/www.calsoft.com\/contact-us\/\">\u304a\u554f\u3044\u5408\u308f\u305b<\/a>\u304f\u3060\u3055\u3044\u3002<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center\"><\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-luminous-vivid-orange-background-color has-background wp-element-button\" href=\"https:\/\/www.calsoft.com\/contact-us\/\">\u304a\u554f\u3044\u5408\u308f\u305b<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>\u3082\u3063\u3068\u8aad\u3080\uff1a<\/p>\n\n\n\n<p><em><a href=\"https:\/\/www.calsoft.com\/microsoft-d365-in-digital-transformation\/\" target=\"_blank\" rel=\"noreferrer noopener\">The Role of Microsoft D365 in Digital Transformation<\/a><\/em><\/p>\n\n\n\n<p><em><a href=\"https:\/\/www.calsoft.com\/comparing-microsoft-dynamics-365-crm-and-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">Microsoft Dynamics 365 CRM\u3068Salesforce\u306e\u6bd4\u8f03 (calsoft.com)<\/a><\/em><\/p>\n\n\n\n<p><em><a href=\"https:\/\/www.calsoft.com\/top-dynamics-365-integration-platforms\/\" target=\"_blank\" rel=\"noreferrer noopener\">Top Dynamics 365 Integration Platforms<\/a><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4ea4\u6e09\u30d7\u30ed\u30bb\u30b9\u3068\u30bb\u30fc\u30eb\u30b9\u306e\u6539\u5584 Calsoft Systems\u306f\u3001Microsoft Dynamics 365 for Sales(CRM)\u306e\u5c0e\u5165\u3092\u304a\u624b\u4f1d\u3044\u3057\u3066\u3044\u307e\u3059\u3002\u7686\u69d8\u306e\u55b6\u696d\u306e\u5f37\u5316\u3084\u81ea\u52d5\u5316\u306b\u3088\u308b\u55b6\u696d\u529b\u5f37\u5316\u5c0e\u5165\u3092\u30b5\u30dd\u30fc\u30c8\u3055\u305b\u3066\u3044\u305f\u3060\u3044\u3066\u304a\u308a\u307e\u3059\u3002\u5f0a\u793e\u3067\u306f\u304a\u5ba2\u69d8\u306b\u5408\u308f\u305b\u305fSFA\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u7686\u69d8\u306e\u9867\u5ba2\u60c5\u5831\u3084\u55b6\u696d\u6d3b\u52d5\u3092\u52b9\u679c\u7684\u306a\u7ba1\u7406\u3001\u9867\u5ba2\u6e80\u8db3\u5ea64\u3084\u6210\u7d04\u7387\u306e\u5411\u4e0a\u3001\u305d\u3057\u3066\u4f1a\u793e\u3068\u3057\u3066\u306e\u58f2\u308a\u4e0a\u3052\u53ca\u3073\u5229\u76ca\u306e\u5411\u4e0a\u306b\u8ca2\u732e\u3057\u307e\u3059\u3002&nbsp;&nbsp; \u3053\u3061\u3089\u306e\u8a18\u4e8b\u3067\u306f\u3001Microsoft Dynamics 365\u306eSFA(Sales Force Automation)\u306e\u30b3\u30a2\u6a5f\u80fd\u3092\u63d0\u4f9b\u3059\u308bMicrosoft Dynamics 365 for Sales\u306b\u3064\u3044\u3066\u89e3\u8aac\u3057\u307e\u3059\u3002&nbsp; SFA(\u30bb\u30fc\u30eb\u30b9\u30fb\u30d5\u30a9\u30fc\u30b9\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3)\u306f\u3069\u306e\u3088\u3046\u306b\u5f79\u306b\u7acb\u3064\u306e\u304b? CRM\u30b7\u30b9\u30c6\u30e0\u306e\u30e1\u30ea\u30c3\u30c8\u306f\u5e45\u5e83\u304f\u8a8d\u8b58\u3055\u308c\u3066\u3044\u307e\u3059\u304c\u3001\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3(SFA)\u306e\u5b9f\u7528\u6027\u306f\u5341\u5206\u306b\u7406\u89e3\u3055\u308c\u3066\u3044\u306a\u3044\u30b1\u30fc\u30b9\u304c\u591a\u3044\u3067\u3059\u3002\u00a0\u305d\u308c\u306b\u4f34\u3044\u3001\u5404\u90e8\u9580\u3067\u300c\u5165\u529b\u306e\u8ca0\u62c5\u304c\u5897\u3048\u308b\u300d\u300c\u30c7\u30fc\u30bf\u3092\u6709\u52b9\u6d3b\u7528\u3067\u304d\u306a\u3044\u300d\u300c\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u591a\u3059\u304e\u308b\u300d\u3068\u3044\u3063\u305f\u4e0d\u5b89\u306e\u58f0\u3082\u805e\u304d\u307e\u3059\u3002\u3053\u3046\u3044\u3063\u305f\u61f8\u5ff5\u70b9\u306b\u5bfe\u3057\u3066\u306f\u3001\u5c0e\u5165\u6642\u306e\u8a2d\u5b9a\u306a\u3069\u3060\u3051\u3067\u306a\u304f\u3001\u5b9f\u88c5\u5f8c\u306e\u30b7\u30b9\u30c6\u30e0\u306e\u6700\u9069\u306a\u5229\u7528\u306e\uff11\u3064\u306e\u9375\u306b\u306a\u3063\u3066\u304d\u307e\u3059\u3002 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\u8ab2\u984c\u306e1\u3064\u3068\u3057\u3066\u3001CRM\u30b7\u30b9\u30c6\u30e0\u5185\u306e\u30c7\u30fc\u30bf\u306e\u84c4\u7a4d\u304c\u601d\u3063\u305f\u3088\u3046\u306b\u3055\u308c\u3066\u3044\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u30c7\u30fc\u30bf\u5206\u6790\u306f\u55b6\u696d\u529b\u5f37\u5316\u306e\u91cd\u8981\u306a\u8981\u7d20\u306b\u306a\u3063\u3066\u304d\u307e\u3059\u304c\u3001\u30c7\u30fc\u30bf\u5165\u529b\u306e\u7169\u96d1\u3055\u304b\u3089\u55b6\u696d\u62c5\u5f53\u8005\u304c\u5145\u5206\u306a\u60c5\u5831\u3092\u5165\u529b\u3057\u306a\u3044\u307e\u307e\u7d42\u308f\u3063\u3066\u3057\u307e\u3046\u3053\u3068\u3082\u3042\u308a\u307e\u3059\u3002 \u305d\u306e\u7d50\u679c\u3001\u30c7\u30fc\u30bf\u304c\u84c4\u7a4d\u3055\u308c\u305a\u3001\u9867\u5ba2\u5206\u6790\u304c\u3067\u304d\u306a\u305a\u6d3b\u7528\u3055\u308c\u306a\u3044\u3068\u3044\u3046\u60aa\u5faa\u74b0\u304c\u751f\u307e\u308c\u307e\u3059\u3002 Microsoft Dynamics 365\u3067\u306f\u3001\u30c7\u30fc\u30bf\u5165\u529b\u3092\u3088\u308a\u76f4\u611f\u7684\u304b\u3064\u7c21\u6613\u7684\u306b\u884c\u3046\u6a5f\u80fd\u3092\u5099\u3048\u3066\u304a\u308a\u3001\u8cb4\u91cd\u306a\u55b6\u696d\u60c5\u5831\u306e\u30c7\u30fc\u30bf\u5165\u529b\u3084\u53d6\u96c6\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u307e\u305f\u81ea\u52d5\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u5206\u6790\u306b\u3088\u308a\u3001\u55b6\u696d\u30c1\u30fc\u30e0\u306f\u65b0\u3057\u3044\u55b6\u696d\u3084\u305d\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306e\u30a2\u30a4\u30c7\u30a2\u306a\u3069\u3082\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u3001e\u55b6\u696d\u52b9\u679c\u306e\u5f37\u5316\u3084\u6210\u7d04\u7387\u306e\u5411\u4e0a\u3092\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002 \u901a\u5e38\u306e\u55b6\u696d\u696d\u52d9\u306e\u969c\u5bb3\u306b 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[&#8230;]\n","protected":false},"author":11,"featured_media":5635,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2013,1982],"tags":[],"class_list":["post-18874","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-d365-sales-ja","category-dynamics-365-ja"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.5 (Yoast SEO v26.5) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u5fb9\u5e95\u8003\u5bdf: Microsoft Dynamics 365 \u30bb\u30fc\u30eb\u30b9CRM\u306b\u304a\u3051\u308b\u30bb\u30fc\u30eb\u30b9\u30fb\u30d5\u30a9\u30fc\u30b9\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\uff08SFA\uff09<\/title>\n<meta name=\"description\" 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