Dynamics CRM and Office 365 – the new peanut butter and jelly? Join us for a webinar, Dynamics CRM and Office 365: Introduction to Out-of-the-Box Integrations, this Friday at 10:00 am CT to find out how these Microsoft products come together to help you be more efficient and productive.
There is so much power behind all of the features offered as a part of the Office 365 suite, and Microsoft is working on making Dynamics CRM even more powerful by offering integrating with other Office products that are a part of the system – no custom work required. In this webinar, we’ll talk about some of the Office products that integrate with Dynamics CRM, including:
Microsoft Word and Microsoft Excel Templates
See how you can pull CRM data into pre-built Microsoft Word or Microsoft Excel templates.
Skype for Business Integration
Watch how you can easily make phone calls by clicking on phone numbers right in the Dynamics CRM record.
Learn how to store documents from across teams in one single location, related to the pertinent record in CRM.