Facilitate your use of Dynamics 365 with the integration between Outlook and the CRM

If your organization uses Outlook and the Microsoft Dynamics 365 CRM platform, then the Dynamics 365 App for Outlook lets you make the most of both. Thanks to the integration between Outlook and the CRM, this app can enhance your use of both applications. Here are just a few features that can improve productivity on Outlook and Dynamics 365 modules:

  1. Link email messages, meetings, and appointments to a specific account, opportunity, or case for better visibility and tracking.
  2. View contextualized client and lead data directly from your emails, meetings, or appointments, and open the CRM directly from emails.
  3. Create contacts and leads directly from emails, and synchronize data so that information is always up to date.
  4. Use email templates to ensure your branding is standard across all communications sent to clients and leads.
  5. Add knowledge articles and sales documents to emails and meetings for ease of access.

This lets users perform a lot of their tasks without ever having to leave the CRM. The result is increased productivity and efficiency since users no longer have to switch between both apps to get the data they need. Instead, information and files are just one click away. For more information, check out the Overview of Dynamics 365 App for Outlook on the Microsoft website.

By JOVACO Solutions, Microsoft Dynamics 365 specialist in Quebec

 

About JOVACO Solutions

JOVACO Solutions is a leading ERP and CRM solution provider operating for over 35 years. As a specialist of Microsoft Dynamics business management solutions, we offer a wide range of products and services to meet all the needs of professional services firms and project-based organizations. We also offer specialized project management tools and timesheet add-ons fully integrated to Microsoft Dynamics solutions. Visit our website or contact us for more information.

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