Microsoft Dynamics CRM is, without a doubt, a leading customer relationship management tool the world has today. As part of D365 offering, it enables streamlining of various processes, policies, as well as people – all over one single platform. The ease and efficiency of integrating Dynamics CRM with Outlook covers every aspect of the business cycle. It also acts as the one repository which consolidates marketing, customer support activities, and overall business.
You could be working in Outlook all day long and at the same time have complete access to the full range of functionality of Dynamics – all without skipping a beat! Say, you have been receiving emails from leads all day, Microsoft Dynamics 365 will know their information, without even needing your input, and you could update their data right from the D365 side panel. This, and several other reasons make email integration with D365 such a great idea.
Let’s look at some of the salient benefits of Dynamics 365 Email Integration:
- For all the data, that includes emails, customer information, sales activities, and contacts from both CRM as well as Outlook can be accessed from a single location.
- There is no need left for manual data entry, as there is automatic synchronization of contacts between Outlook and Dynamics CRM.
- Users are also allowed to integrate Gmail and other 3rd party messaging services with Dynamics CRM easily.
- One can save their emails in just one click to add them in the Dynamics CRM, or they can have the Outlook emails automatically saved in the CRM which helps centralize the customer communications history. Furthermore, outgoing emails are also automatically saved.
- The users can easily customize the Outlook dashboard to view all the activities related to every specific role, at a glance. They can modify any component of the panel, allowing an immersive user experience which adapts to the user’s position as well as their individual reporting preferences.
- All data can be saved on local servers and is made accessible in the offline mode. That means, if you were to make an email association in Outlook, you can see it in the CRM, when you log in the next time.
Final Word
In conclusion, a custom CRM solution is an awesome way to increase adoption rates for your customers and to bring down the training time in your company. Integrating Microsoft Dynamics CRM with Outlook can help you with streamlining processes that have been specifically tailored to meet your requirements and achieve your business goals.
Reach out to us at sales@dynatechconsultancy.com to know more about Email Integration with Dynamics 365, and we’ll be happy to answer all your queries!
