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A day in the life of the Outlook Client

Microsoft Dynamics CRM comes with a number of extras and one of those powerful extras is the Microsoft Dynamics CRM Outlook Client.  (free to all Microsoft Dynamics CRM users)

Not only can you access the entire Dynamics CRM system from within Outlook, but the Outlook Client and the Microsoft Outlook software share information between their data storage systems.

Choices, Choices, Choices to leverage all the powerful functionality of Outlook 2013 on data from Microsoft Dynamics CRM or leverage all the powerful functionality of Microsoft Dynamics CRM on e-mail, contacts, tasks and appointments and outlook functionality which possibly drives your daily life.

You can run Dynamics CRM without the Outlook Client, but the Outlook client offers you even more features and functionality.

Here are a few of the key ones

  • Track E-mail that you receive and respond to in Outlook against the contact's account (or case, or contact record or opportunity or, ... ) in Dynamics CRM, sharing this with your team

 

  • Complete a task in Dynamics CRM by checking off the task in the Outlook task list

 

  • Use Word Mail Merge to use Dynamics CRM data in letters and word documents or even word templated reports

 

  • Take your data offline when there is no internet access for the Outlook Client gives users the ability to take a all or a subset of data “offline”

 

What are your favorite features of the Outlook Client? Colors, Categories, appointment tracking?

 

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