Microsoft Dynamics CRM & Outlook: 7 Features That Can Increase Efficiency

        Microsoft Dynamics CRM 2013 integrates seamlessly with Outlook helping to improve the way you work by allowing you to track important conversations and send emails without leaving Outlook. You can link emails to several entities in CRM and have the ability to add new records all in one place.

        When you install Microsoft Dynamics CRM 2013 to your Outlook, you’ll notice some new features:

        1. CRM Section

        As soon as you open Outlook, you’ll notice that a CRM section has been added. Within this section, you have the option to Track emails, Set emails as regarding a specific account, lead, opportunity, etc., Convert emails, Add Connections, and View tracked emails in CRM. We will discuss each of these in more detail below.

        2. CRM Tab

        When you click on the CRM tab, you can create various CRM Activities (task, email, phone call, appointment, etc.), Find an account, lead, or contact, and many more. These can all be done without leaving the “Home” view of Outlook giving you the option to read your emails at the same time.

        3. Tracking Emails

        You can easily attach emails to a customer record. To track an email, easily click on the email and click the “Track” button. There is no need to open the actual email. Once this is done, a tracked icon appears.

        Tracking emails can greatly enhance team communication and collaboration. Once an email is tracked within CRM, anyone who has access to CRM can see that email. If you are working on a deal with a team, they will be able to see all emails between you and a particular client and will be better informed. Also, if you are clearing up your Inbox, you can delete the email in Outlook and it will stay in CRM.

        4. View in CRM

        You also have the option to see a tracked email in CRM by clicking the “View in CRM” button and can reply to the email directly from CRM.

        5. Set Regarding

        When you click “Set Regarding”, the email will be associated with a CRM record. You can associate an email with CRM record types such as: Account, Contact, Opportunity, etc.

        At the bottom of that particular email, a section gets added which shows which CRM record this email is related to. Likewise, in CRM, when you are in that record, you will see the email you’ve attached to it.

        6. Convert Emails

        Quickly create new records in CRM within Outlook. If you receive an email from someone that you think may be a potential new customer, you can convert them into a Lead in CRM. You can also convert an email into an Opportunity (or potential sale), or turn it into a Case if you receive an email about an issue with your product or service.

        7. Add a Connection

        You have the option to add the sender of an email as a Connection and assign it to yourself or to another CRM user.

        Similarly, if there are new people within an email that aren’t already in CRM, their email address will appear in red. If you want to add them, you simply click on their email address and add them as a new contact or a lead.

        Microsoft Dynamics CRM integrated into Outlook allows you to be agile and efficient without forgetting to track any critical communication between you and your customers.

        User adoption is always a main concern when implementing a CRM. An advantage of having Microsoft Dynamics CRM for Microsoft Outlook is that most people are already familiar with the Outlook interface eliminating a steep learning curve. Most of the time you won’t even notice that you are working in CRM!

        You’ll find navigation easy which saves time and helps you to get up and running quickly.



        Did you know you can also see view your current Sales Pipeline, Revenue, Goals, and Sales Performance in Outlook?

        If you’d like to learn more about Microsoft Dynamics CRM 2013, CLICK HERE.


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