An Email tracking app for Outlook is made available to bring contextual information from Dynamics CRM right into your outlook Inbox. So, you can track email from part of the globe with this app. You can use this App for Outlook with
- Outlook Web app from a desktop or on your phone
- The Outlook desktop application
- Microsoft Outlook for Mac
Furthermore, you can easily track incoming or outgoing email as well as add contacts from an email message. You can create CRM records, and can also track an email message to a new or existing CRM record.
With new version, you can make use of pre-formatted templates to create Microsoft Office Excel documents directly from CRM. This is of great help to those who frequently create the same Excel documents in CRM, such as forecasting sales, monitoring sales and project cash flows etc. Additionally, once a pre-formatted template is uploaded by system administrator, it can be shared with rest of the team members.
Likewise, you can also use MS Word templates with CRM to create the necessary documents for your organizational works. A few example of these standardized documents are-quotes and contracts to work orders and invoices.
With updated version, CRM allows you to store the entire work related data on the OneDrive for Business. This way, it facilitates the more collaborative work culture, along with increased storage and security.
This lets you to get the most relevant and trending about the kind of work you are currently doing. Thus, it helps you in outperforming the stiff competition. For this, you only need to add Office Delve to your dashboards.
To know about more features, contact our Dynamics CRM expert.
