email Tag

Dynamics GP Sales Document Email functionality allows you to easily email your prospects and clients copies of sales documents, e.g. quotes, orders, invoices, etc. First introduced in GP 2010, this functionality will enhance and speed up customer service. It's relatively easy to set up and use. This...

Microsoft Dynamics CRM definitely has the best integration with Outlook of any CRM system. The integration is easy to install. The CRM objects show up in folders just beneath your regular folders in Outlook, so you can access almost all CRM functionality from within Outlook. It also synchronizes tasks and appointments so that any tasks that...