Using the Outlook Interface with Dynamics CRM 4.0

Using the Outlook Interface with Dynamics CRM 4.0

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 have been created and assigned to you in CRM, will show up as tasks in Outlook.

You can also easily promote any e-mail from Outlook, up to the CRM system. You can do this for either messages you send or messages you receive.

One of the benefits if this integration is that you can easily track all of your interactions with your customers and the interactions are nicely displayed in CRM.

This video show you how it works:

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