Find out how people use Microsoft Dynamics 365 to update CRM information from Outlook. There’s no need to switch between programs to make changes to contact information, customer service details or to set tasks.

Hi, I’m Mark, the managing director of All My Systems. Today on AMS TV, I’ll guide you on managing CRM information in Outlook without the need to use your CRM directly.

In many businesses, Outlook plays a central role in daily operations. Users rely on it for customer interactions throughout the day. The integration of Outlook with Microsoft Dynamics 365 offers a seamless solution for managing CRM information.

With this integration, users familiar with Outlook can effortlessly update CRM data. You can track conversations, manage calls, emails, tasks, contacts, company details, and even view charts and reports directly within Outlook.

Imagine this scenario: You receive an important email from a lead in Outlook. By linking it to the relevant contact in your CRM, you instantly access all appointments, opportunities, customer service cases related to that contact. This provides a comprehensive history of your company’s relationship with that individual, facilitating informed discussions with colleagues.

If your business utilises Microsoft Outlook, integrating it with Dynamics 365 can bring significant benefits. Reach out to us for a free business systems audit to discover how this integration can enhance your operations.

I trust you found this information valuable. Stay tuned for the next episode of AMS TV. Bye for now!