What is Dynamics 365 App for Outlook?
Dynamics 365 App for Outlook is a seamless integration between your familiar Microsoft Outlook environment and your Dynamics 365 applications. This powerful add-in bridges the gap between email communication and customer relationship management (CRM) data, empowering you to manage everything within Outlook without context switching.
What does the Dynamics 365 App for Outlook do?
- Connects email with CRM: View and update Dynamics 365 data directly within your emails, including contacts, accounts, opportunities, and cases.
- Contextual insights: Gain instant access to relevant CRM information related to your email recipients, helping you personalise communication and understand the bigger picture.
- Streamlined actions: Create new CRM records, track email conversations, and log activities associated with specific deals or customers – all directly from your inbox.
- Enhanced productivity: Eliminate the need to switch between applications, reducing manual data entry and saving valuable time.
- Seamless collaboration: Share CRM data and insights with colleagues within the context of email threads, fostering better teamwork.
Key Features_
- Link emails and appointments: Associate emails and appointments with relevant CRM records for comprehensive tracking and history.
- View CRM data: Access key account, contact, and opportunity information directly within your inbox.
- Create CRM records: Generate new leads, contacts, and opportunities without leaving Outlook.
- Log activities: Track email interactions and associate them with relevant CRM activities.
- Email templates: Utilise pre-built or custom templates for efficient and consistent email communication.
- Knowledge base integration: Easily access and share relevant knowledge articles from your CRM within email conversations.
Benefits for Users_
- Improved efficiency: Spend less time switching between applications and focus on what matters most.
- Deeper customer insights: Gain a complete view of customer interactions and history within one platform.
- Enhanced collaboration: Share CRM data and insights seamlessly with colleagues through email.
- Increased productivity: Eliminate manual data entry and streamline CRM workflows within Outlook.
- Improved data accuracy: Ensure consistent and accurate data across both platforms.
