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Preact CRM
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Berkshire SL6 0JQ

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Microsoft Dynamics CRM working in Microsoft Outlook

Microsoft CRM Dynamics

Microsoft Gold Certified Partner


Microsoft Dynamics CRM helps organisations to leverage more from their existing Microsoft products like Outlook to enhance their agility and productivity.
 

Drive Productivity and User Adoption with Microsoft Outlook

Most CRM packages work with Microsoft Outlook but only Microsoft Dynamics CRM works directly IN Outlook.

This is one of the key areas that sets Microsoft CRM apart. With CRM fully accessible in Outlook there isn't a new interface that users have to get to grips with.

With this simplicity of access, there's faster buy-in, less training, great user adoption and quickly increased productivity.

Marketing, sales, and customer service activities can all be carried out in the same easy to use Outlook environment that's already used to manage emails and daily tasks.

Together, Outlook and Microsoft CRM deliver a role-based experience so that end users can focus on their work. Everything they need access to is in one place reducing the need to switch between applications.

Users can customize and automate their interface based on their own preferences and work.

With Microsoft Dynamics CRM, users can:

  • Automatically track emails that sent in CRM.
  • Automatically link received emails to CRM.
  • Access any account information, like invoices and responses to marketing campaigns, in Microsoft CRM from the Outlook interface.
  • Have two way synchronisation of CRM appointments and tasks with Outlook.
  • Use the laptop client to take the data offline.
  • Send mass email broadcasts.
  • + access the full functionality of Microsoft Dynamics CRM.

The CRM toolbar is added to Outlook so communications can be tracked & new activities launched

 

Microsoft modules including sales, service & marketing are accessible from folders in the same Outlook interface.

Microsoft CRM videosFree Microsoft CRM test drive

Microsoft CRM software advice Find Out More
For independent CRM advice and find out how Microsoft Dynamics CRM could transform your business performance call 0870 382 5000 to discuss your requirements with one of our consultants.

ACT! software advice SPECIAL OFFER!!  Evaluate Microsoft Dynamics CRM Free for 30 days
Test drive Microsoft Dynamics CRM to evaluate the software free for 30 days.
Microsoft CRM Videos
Watch case study videos to understand the real world benefits of using Microsoft Dynamics CRM.
Comparing Microsoft CRM, ACT!, GoldMine and Sage CRM How does Microsoft CRM compare with other applications?
Read our comparison guide to see how Microsoft Dynamics CRM measures up with ACT!, GoldMine and Sage CRM or download our concise CRM software comparison chart.
Microsoft Dynamics CRM brochure Microsoft Dynamics CRM Brochures
Download our Microsoft Dynamics CRM brochure and our CRM datasheets for customer service, sales and marketing teams.
CRM Planning Guides FREE CRM Planning Guides
Download free CRM planning guides packed with tips and advice to help you plan a successful CRM implementation. To test the impact of CRM on sales performance check out our Return On Investment Calculator.

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