Productivity is everything. Sales people and customer service experts want to achieve more in less time, and focus on getting the job done as efficiently as possible.
Dynamics CRM App for Outlook was first introduced in CRM 2016. Now, I’m proud to announce the next generation of the app—Dynamics 365 App for Outlook, which will be available in the fall release of Microsoft Dynamics 365.
With the new app, you can view Dynamics 365 information about all your email recipients, link an email message to a Dynamics 365 record with one click, and quickly view your most recently used Dynamics 365 records. And you can do all this without leaving your Outlook inbox. Use the Outlook user interface you already know and do it faster than ever!
Composing the same type of email message over and over is a waste of time. Now you can take advantage of Dynamics 365 email templates so you don’t have to enter the same information over and over. When you’re composing an email message, you can also attach knowledge articles or sales literature from Dynamics 365.
But it’s not just about email. Now you can also track Outlook meetings and appointments, and create Dynamics 365 activities, such as phone calls and tasks—all without leaving your inbox.
Last but not least, you can track your Outlook contacts, link them to Dynamics 365 accounts, and keep these contacts completely in sync. Do all this through the new Office add-in—you don’t have to use the old Outlook COM add-in anymore!
The next generation of Dynamics 365 App for Outlook is integrated with Dynamics 365 online, as well as on-premises, whether you use Exchange online or Exchange on premises. It’s supported on Outlook for the desktop, Outlook for Mac, Outlook Web Application, and soon on the Outlook app for iPhone.
Watch this video to learn more about Dynamics 365 App for Outlook.
- Ben Elad