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Benefits of Dynamics CRM Integration with Outlook

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rsplajit View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote rsplajit Quote  Post ReplyReply Direct Link To This Post Topic: Benefits of Dynamics CRM Integration with Outlook
    Posted: January 01 2013 at 4:51am
Hello Friends,

Can you please tell me some important benefits of Dynamics CRM Integration with Outlook?

Thanks
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TP2012 View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote TP2012 Quote  Post ReplyReply Direct Link To This Post Posted: January 03 2013 at 7:08pm
I guess one would be you can tag/track the emails you send/receive in your outlook to CRM. I guess you can sync your contacts also.
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binumathew View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote binumathew Quote  Post ReplyReply Direct Link To This Post Posted: May 15 2013 at 3:46am
Hello, 

find this link and i this it will useful for you :  http://www.defactoinfotech.com/blog/Lists/Posts/Post.aspx?ID=14
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Karya Technologies View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Karya Technologies Quote  Post ReplyReply Direct Link To This Post Posted: August 04 2013 at 11:10pm
You can attain lot of benefits by integrating dynamics CRM with outlook. Some of them are:
Convert CRM data to any type of chart in a single click,
Create new rules for any specific opportunities so they can be easily sorted, filtered or viewed,
View Outlook emails, contacts, appointments in same location, 
Create new rules for specific opportunities to make it organize, etc.
Karya Technologies provides Microsoft Dynamics Services(AX, NAV, GP, SL & CRM), Microsoft Sharepoint Services and Mobility Solutions.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Richwash Quote  Post ReplyReply Direct Link To This Post Posted: February 02 2017 at 12:50am
Its really good to get both at same place. it make business process more easy.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote rajeshaads Quote  Post ReplyReply Direct Link To This Post Posted: February 15 2017 at 11:56pm
  • CRM can bring both career and financial growth along with stability in your career since this technology will survive for years to come.
  • Dynamics CRM is the fastest growing CRM Platform World Wide and you have lot of job openings globally and also it is the fastest growing business technology markets.
  • Dynamics CRM developer is a promising job and get higher packages when compared to developers in other technical domains.
  • Recruiters from top MNCs seek for .NET developers with Dynamics CRM skills.
  • Many Job openings are there with very high salaries for Dynamics CRM trained professionals.
  • Dynamics® CRM is built on a service oriented architecture (SOA) platform using Microsoft .NET framework, allowing easy customization and futureproofing.
  • The lack of diversity in your resume. If you stay for too long in one place, doing the same thing for many years a future employer may wonder why they should give you a chance. It's always good to pepper your resume with new things. Even if that means picking up extra activities in the weekend.
  • https://docs.google.com/forms/d/e/1FAIpQLSfhmH-VA4HsfayUZk8uX6zaxkH7QgoOjory0xMyAYiG3HI3lQ/viewform
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Post Options Post Options   Thanks (0) Thanks(0)   Quote microlabs Quote  Post ReplyReply Direct Link To This Post Posted: March 29 2017 at 3:33am
  • Access all your Outlook email, appointments, contacts and CRM client information in one location.
  • Access help guides for sales procedures.
  • Tasks can be flagged within CRM that align with Outlook tasks.
  • No need to copy and paste notes from Outlook to CRM as you can convert an Outlook email to a sales opportunity so you can track all correspondence and data in one system.
  • CRM data can be converted to various charts with just a click.
  • Easily filter, sort and view certain opportunities by creating new rules.
  • Track emails in MS Dynamics CRM and automatically receive and display email information along with all related records.
  • Trace and track fields that are more relevant to you easily by setting up your personal preferences.
  • Create contacts directly from your inbox, accounts or leads in Microsoft CRM from emails.
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Akshay_M Quote  Post ReplyReply Direct Link To This Post Posted: August 21 2019 at 8:44am

Benefits Of Dynamics 365 Outlook Integration:

  1. Single Location Access: All the data including emails, contacts customer information, and sales activities from both CRM and Outlook can be viewed from a single location.
  2. Contacts Synchronization: The integration allows automatic synchronization of contacts between Outlook and Dynamics CRM. Therefore, manual data entry is eradicated. The simple configuration of the synchronization options helps avoid contact data loss and duplicate creation.
  3. 3rd Party Email Client Integration: Microsoft Dynamics CRM for Outlook allows users to integrate Gmail and other messaging services with Dynamics CRM easily.
  4. Calendar Synchronization: The synchronization of the calendar with Dynamics 365 CRM for Outlook enables perfect activity organization. The users can view, create, and edit all your CRM data in Outlook (and vice versa) so that they never miss an appointment. Further, the creation of meeting alerts, follow-up reminders, customer notifications, and more help improve sales team efficiency.
  5. Faster Email Registration: Save emails in one click to add them in Dynamics CRM or automatically save Outlook emails in CRM helps centralize the customer communications history. Further, Dynamics CRM For Outlook allows automatic saving of outgoing emails. For more flexibility, the users can even set the preference of emails to be added to the CRM.
  6. Customized Dashboard: The users can customize the Outlook dashboard to see at a glance, all the activities related to the specific role(s). Each component of the panel can be modified. It in-turn allows an immersive experience that adapts to the user’s position and individual reporting preferences.
  7. Offline Capability: All information can be saved on local servers and is accessible in the offline mode. Thus, if you make an email association in Outlook, it will be visible in CRM at your next login.
  8. Improved Productivity: CRM Dynamics 365 for Outlook boosts productivity by combining the most relevant CRM data with your e-mails, tasks, and calendar events. It further can provide insights into the prospects and customers with better communications. The corresponding input from CRM to Microsoft Outlook client emails can help give the team more contextual information. It will enable meaningful engagement and dialogue with the customer.
  9. Increased Efficiency: The integration of Dynamics CRM with Outlook offers optimized performance and efficiency in the workplace and on the go. It is beyond whether the users are connected to a network or not. The filtration of data enables access to only the information required by the users. It could comprise of sales figures or meeting updates, all through a standard interface.
  10. Strengthening Teamwork: The real-time access of dashboards across marketing, sales, and customer service teams allows the sharing of accurate information about the customer. It further will promote transparent communication across the organization. If you a third part email user it is advised for opt for office 365 migration



Regards,
Akshay



Regards,
Akshay
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