With the introduction of a native Microsoft Outlook integration back in CRM 4.0,
The big concept behind this native integration was eliminating time wasting “alt-tabs” by bringing CRM capabilities directly into Outlook. This integration--available
This is very powerful, but there are even more goodies on the Outlook “ribbon” bar.
In the Dynamics CRM 2011 Outlook integration, a one-click opportunity conversion button lets users
There’s another productivity boosting feature that deserves more attention. The CRM 2011 Outlook client also boasts a click-and-go approach to incorporating template text into an email while automatically merging in name and contact information.
The ribbon bar's “Insert Template” function displays a list of previously loaded letter templates--e.g., “thanks for contacting us”. Users then select the appropriate template, and the text is automatically inserted into the email with the addressee information added into the template as needed.
Now when making routine responses to inquiries, your sales staff won't have to waste time and lose momentum cutting-and-pasting between Outlook and the Dynamics CRM application.
by MIG & Co.,