Dynamics 365 - Integration With Outlook
Having your Outlook email integrated with your Dynamics CRM delivers results. Sales teams will have all the background information to hand, enabling them to maintain a ‘train of thought’ without having to switch platforms.
The integration you will achieve between Outlook and Dynamics 365 is seamless, as they have been designed to integrate, and you will also benefit from ongoing commitment of Microsoft to keep improving the Power platform Apps across the board.
Dynamics 365 integrates tightly with Outlook
The integration will enable your teams, especially sales teams, to have efficient workflows that will increase productivity, and assure messaging is error free.
Dynamics 365 – benefits of Outlook integration for working on the go
When Dynamics 365 and Outlook are natively connected on the same platform, you will be able to:
- Manage emails.
- Manage appointments.
- Capture discussions into Dynamics 365 CRM
These attributes will be enabled across all devices: Desktop, web, or mobile device.
Dynamics 365 – benefits of Outlook integration for workflow
With Dynamics 365 integrated with Outlook, Outlook emails will be connected to:
- Records
- Contacts
- Opportunities
Enabling you to stay in the Outlook dashboard to work to send and receive emails that will be attached to the above, in chronological order.
Dynamics 365 – install the App for Microsoft Outlook
Installing the Dynamics 365 App for Outlook is straightforward. You can do this through the following steps:
Go directly into ‘Dynamics 365’ then select the ‘Settings’ button (this looks like a wheel cog), and then select ‘Apps for Dynamics 365’ and select ‘Dynamics 365 App for Outlook’.
Download the D365 app for Outlook
Work across all devices, including phone and tablet with data from Dynamics CRM.
Dynamics 365 – working with Outlook integration
To use the integration simply open the email window on the desktop app for Outlook and click the Dynamics 365 button in the Outlook toolbar.
As soon as an email address is entered, Dynamics 365 automatically looks for matching records for all the message recipients.
This enables you to:
Track
Track the email to the contact, by clicking the ellipsis and the link chain.
Add new recipients
Use the ‘set regarding’ box to find a different lead, case, opportunity, project or any other Dynamics 365 record entity to attach to the message. Including recently viewed.
Use templates
Insert a Dynamics 365 template email.
Add files
Word documents, PDF files or other sales literature from Microsoft Dynamics can be added to emails.
Add articles
Resource articles can be inserted into Outlook emails using the Dynamics 365 app by selecting the Articles option.
Track engagement
Enable ‘Follow’ to Monitor how recipients engage with the message, which includes how many times an email is opened, or when an attachment is opened, and a link is clicked.
These interactions will be shown in the timeline of your recipients’ record.
Track emails
Track opens and link clicks in Dynamics.
Add data to emails.
With direct integration to Dynamics, you can choose documents to add to an email, whilst still in the Outlook dashboard.
Tracked folders in Outlook
Drag a message to a tracked folder to automatically see the message, in chronological order against a lead, contact or opportunity.
DYNAMICS 365 – CREATING RECORDS FROM OUTLOOK EMAILS
New leads, contacts and accounts can be created when emails are received, by simply clicking the plus icon from the Dynamics 365 panel in Outlook.
Dynamics 365 – actions
Your outlook panel will display the detail associated with the leads, contacts and accounts you are working on. To see further detail and work on associated actions click through to Dynamics 365 to:
- Add tasks
- Appointments
- Phone calls
These attributes will be enabled across all devices: Desktop, web, or mobile device.
Other comprehensive Dynamics actions, which can be completed within the Outlook app include:
- Opening pinned or recently viewed records
- Create case or knowledge records
- Viewing contact lists
- Categorized or relevance search
- View the Dynamics Assistant
Enabling you to stay in the Outlook dashboard to work to send and receive emails that will be attached to the above, in chronological order.
Therefore, your sales team can access and create records related to leads, opportunities, and customers without leaving their Outlook mailbox.
Work across all devices
Working from your Outlook dashboard, on mobile, tablet and laptop, with direct access to Dynamics CRM data will speed up processes, and empower your team.
DYNAMICS 365 CRM – OUTLOOK INTEGRATION BENEFITS FOR SALES TEAMS
To summarize, the integration between Dynamics and Outlook will enhance your Sales teams capabilities by:
- Seeing information about a customer while authoring an email in Outlook.
- Creating a lead or opportunity in the Dynamics CRM from an email.
- Tracking important emails to a customer account in Dynamics CRM.
- Adding appointments and phone calls to a customer record.
- Seeing contact information for customers in the Dynamics CRM.
- Searching for Dynamics CRM records while in an email.
Therefore, your sales team can access and create records related to leads, opportunities, and customers without leaving their Outlook mailbox.
When your team does not have to waste time switching between platforms, the information they need is immediately to hand, and they can increase productivity and reduce costly mistakes. If employees leave there is easy continuation of workflows, so no information slips between the cracks.
With the insight that the integration gives between Dynamics and Outlook, the benefit to sales teams is that they can respond to customers with the right information in a timely manner.
Moreover, the visibility of chronological customer email conversations, will empower your other teams throughout your departments/company, as they can view the Dynamics CRM records across the Teams App.
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