PC, Outlook, and other requirements are documented on the Microsoft website, hyper-linked above. In order to get this functionality, the CRM Add-on must be installed on each user's computer, and configured into their Outlook. The ease of use, and speed at which a user can convert these e-mails, will help get data into the CRM system, minimizing the chance of losing valuable information or missing out on a great opportunity. This is extremely beneficial when a customer reports an issue, allows the e-mail recipient to quickly report to the issue to the appropriate team for resolution, and immediately tracks the issue within the Dynamics CRM system.Īs you can see, you are also able to quick convert an e-mail into an opportunity or lead. Did you know Outlook has a built-in sticky notes feature Thats right, Outlook users can access their very own Post-it Notes from anywhere in the Outlook interface by simply pressing Ctrl+Shift+N. No need to remember all of that PPM ExpressTime tracks your activity and suggests submitting it to your timesheet. Tip 4: Keep track of lists and tasks easily using Post-it Notes in Outlook. When receiving an e-mail, a user can quickly convert the e-mail to a case. Connect your Office 365 account and automatically generate Outlook time entries when you work in it: check and write emails, schedule meetings or complete tasks. When creating an e-mail, a user can quickly add an E-mail Template, Article, or Sales Literature from CRM: Users can create a record in Outlook and push it to CRM with the Track/Untrack button in the ribbon, and records created in CRM are automatically synced back to Outlook. With the CRM add-on in Outlook, users are instantly able to sync their appointments to their calendar, their tasks and phone calls to their task list, and their e-mails into their inbox. You can use Outlook’s Task feature to both assign duties to others and track them through to completion, enabling you to track the time spent on each task and guarantee that important milestones are reached as planned. One of the most popular features of Microsoft Dynamics CRM is its native integration to Outlook. Entrusting tasks to the appropriate team members assures that each assignment will be completed in a timely manner.