Microsoft CRM and Outlook

Microsoft Dynamics CRM 2011 improves the integration with Microsoft Outlook by utilizing the native funcionality of previews, conditional formatting and the like. It also presents CRM content as sub folders in Outlook. With very few exceptions, CRM in Outlook provides users with almost every function that is available in the web browser.


CRM in Outlook


With the CRM 2011 Outlook Client, you can see your follow ups, your categories, your CRM views and your social connection with your CRM Contacts, including your recent email history, all without leaving Outlook.

 

 

 New in Outlook with CRM 2011

  • Email Templates
  • Attaching Sales Documents
  • Filters 

 

For any business that wants to grow and succeed, few things matter more than connecting with customers. But adopting CRM software has been difficult for many organizations. CRM software can be complex and difficult to learn, and employees might require time to gain proficiency. Employees can sometimes even resist adopting CRM software because it forces change in their work routines.

 

Work comes first, not technology

 

As powerful as Microsoft Dynamics CRM is, it does not get in the way of daily business tasks. Because Microsoft CRM is designed with the familiar user interface of Microsoft Office products, even new tasks are mastered quickly. And Microsoft Dynamics CRM has streamlined installation processes and improved troubleshooting tools to help ensure that a business is up and operating fast—and stays that way.

 

Security

 

Microsoft Dynamics CRM offers the latest in security features. Customer and business information is guarded with a fail-safe system that offers the best safety and confidentiality possible. Overall, Microsoft Dynamics CRM offers businesses a complete customer management tool, helping to find a new level of success through high-quality customer care. And since its Microsoft technology, you are assured an affordable, effective CRM solution.

Does Your CRM System Work Inside Outlook? 

 

Read More About Outlook and CRM in these CEBlog posts:

MSCRM 4.0 Client for Outlook and Upgrade to CRM 2011

Three Cool New Features with CRM 2011 views in the Outlook Client

Easy way to add Outlook Contacts to Dynamics CRM

Adding CRM 2011Entities to Favorites in the Outlook Client

 

“We really liked the simplicity and ease of use of Microsoft CRM, as well as its integration with Microsoft Outlook®. It’s a flexible product that allows us to enhance its core capabilities to accommodate our complex business."

- Bill McCown - Sr. Manager of Operations, Trendset Inc