Gain access to all your Sales, Service, Marketing, and Financial information straight from Microsoft Outlook with the Dynamics 365 App for Outlook.

If you’re like many people today you use Microsoft Outlook in the office on a regular basis. It is a familiar tool for your everyday communications, scheduling, task and contact management. In 2017, that just scratches the surface for what Microsoft Outlook is capable of doing. With the improved Office 365 and Dynamics 365 integration you can use Outlook to perform your CRM and NAV day-to-day activities too.  Manage opportunities, nurture leads, send quotes, create email templates, quickly add sales literature, and more. With Financials you can quickly gain insights into the contact’s financial records within your organization, including creating new POs, credit memos, and sales orders right from Outlook. All of these features are part of the same Dynamics 365 App for Outlook. With all features available both online (browser) and for your desktop version of Outlook.

Agenda

1. Integration, viewing information from Dynamics 365 within Outlook
2. Creating a contact or lead from Outlook
3. Tracking from Outlook to Dynamics 365, linking emails to records
4. Adding appointments, phone calls and tasks
5. Adding email templates, sales literature, and articles to an email

To see what we’re talking about check out this short video.