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Outlook Integration Microsoft Dynamics CRM
Outlook has been the emailing powerhouse for organisations for over 10 years now. People know Outlook and know how to use it, meaning they are typically more efficient and productive with it. Often taking Outlook away from a sales person is akin to taking their mouse away from them, they are lost.
It is little wonder then, that the early CRM systems with their lack of Outlook integration struggled to get traction in the market place. Outlook integration Dynamics CRM is easy to use and is imperative to a successful CRM deployment. If your users are not behind the move to CRM or they find it too hard to use then you’ll never have an accurate database from which to market from.
Then along comes Microsoft Dynamics CRM, it has a native integration with Outlook and given the fact that they are both Microsoft products mean their integration is the best in the business. As you’d expect. Navigation from Outlook to Dynamics CRM is quick and easy meaning you spend more time to building relationships and less time trying to work out how to update your activities into a CRM system.
Advantages of the Outlook integration to Microsoft Dynamics CRM:
- All your valuable client information including Outlook emails, appointments, contacts and tasks/phone calls are in one familiar location.
- Phone calls and other tasks can synchronise between CRM –> Outlook –> and your mobile devices.
- Sales emails can be easily converted to Opportunities so all required notes are where they need to be.
- You can easily filter, sort and view opportunities, Accounts, Contacts and Service activities
- Emails can be tracked instantly in CRM so the entire team are kept up to date with your client communication.
- Contacts can be created directly from emails and these emails then instantly tracked against the contact.
- CRM email templates can be accessed directly in Outlook with CRM based field data included in the email.
- Link emails, appointments, tasks/phone calls to any entity in CRM using the Set Regarding option.
- Sync required contacts from your Dynamics CRM system to Outlook and as a result down to your mobile devices.
Outlook Integration to Microsoft Dynamics CRM: How it works
Microsoft have released a comprehensive document on how the Outlook integration to Microsoft Dynamics CRM works. We recommend all our clients to download a copy of this and read through it. The Outlook integration is a very powerful piece of the CRM puzzle, so making sure you understand how it works is essential.
The Outlook integration to Microsoft Dynamics CRM can be downloaded from the following links:
Outlook integration for Dynamics CRM 2011