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

If you’re like many people today you probably use Microsoft Outlook in the office on a regular basis, of course you do, it is a familiar tool for your everyday communications, scheduling, task and contact management. Well hold on to your seats because in 2017 things just got even better. Continue to use the familiar Outlook interface and integrate it with Microsoft Dynamics 365 to perform all your CRM related day-to-day activities too. Manage opportunities, nurture leads, send quotes, create email templates, quickly add sales literature, and more. Join Vox ISM consultant Shane Kinsella on Wednesday, February 22 to learn more.

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