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One of the most popular features of Microsoft Dynamics CRM is its native integration to Outlook. With the CRM add-on in Outlook, users are instantly able to sync their appointments to their calendar, their tasks and phone calls to their task list, and their e-mails into their inbox. Users can create a record in Outlook and push it to CRM with the Track/Untrack button in the ribbon, and records created in CRM are automatically synced back to Outlook.

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Tracking Records from Outlook to Dynamics CRM

When creating an e-mail, a user can quickly add an E-mail Template, Article, or Sales Literature from CRM:

Tracking Records from Outlook to Dynamics CRM

When receiving an e-mail, a user can quickly convert the e-mail to a case. This is extremely beneficial when a customer reports an issue, allows the e-mail recipient to quickly report to the issue to the appropriate team for resolution, and immediately tracks the issue within the Dynamics CRM system.

Tracking Records from Outlook to Dynamics CRM

As you can see, you are also able to quick convert an e-mail into an opportunity or lead. The ease of use, and speed at which a user can convert these e-mails, will help get data into the CRM system, minimizing the chance of losing valuable information or missing out on a great opportunity.

In order to get this functionality, the CRM Add-on must be installed on each user’s computer, and configured into their Outlook. PC, Outlook, and other requirements are documented on the Microsoft website, hyper-linked above. If you want more information on this topic or anything else Dynamics related, our blog or CRM Book is the best way to stay up to date!

Happy CRM’ing!

 

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.