Integrate Dynamics CRM with Office 365: Empower Your People

Communication is critical to business success. To effectively manage the communication between you, your employees, customers and suppliers, you need the complete package: integrated and accessible sales, marketing and business process information.

The November 2011 service update for Microsoft Dynamics CRM Online included a close integration with Office 365, however the integration story of Dynamics CRM and Office 365 does not end there.

Office 365 can also be integrated directly with Dynamics CRM on-premises. While the implementation may vary – with some minor differences and limitations – the results and benefits remain the same: 

  • Dynamics CRM + Office 365's Exchange Online not only delivers email to the entire office, your team can also access CRM from Outlook. This capability allows you to view sales and marketing information in the context of your customer's buying behavior, all within the familiarity of your email system.
  • Dynamics CRM + SharePoint Online take advantage of the organic development of information within your organization and manage it within CRM, essentially serving as a document and database library on the Web that is accessible from Outlook.
  • Dynamics CRM + Lync Online enable your team to stay on top of priorities and tasks, and track the availability of colleagues and contacts using IM and video teleconferencing.

 

The first step to providing a seamless experience to your customer is to provide your team with the tools that work well together, taking productivity to the next level. Those tools can be online or on-premises.

To learn more about how Office 365 can work together with Dynamics CRM to increase productivity, watch Tallan’s Do More with Microsoft Office 365 webinar recording or click on the link below to visit the Tallan CRM page.

By Tallan, Inc. – Microsoft Dynamics CRM Partner

 

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