I’ve know what Outlook is but what makes it different with Dynamics 365?
With the Outlook App for Dynamics 365, users can easily access CRM, add data (i.e. cases, opportunities, leads and contacts) and access dashboards. This is a massive productivity gain for employees because they can access Dynamics 365, Outlook, Dashboards, Reports and SharePoint files, all from their outlook screen.
Sales reps can add a lead, an opportunity or assign a task. Customer service reps can receive an email then convert it into a case and auto route it to engineering. This is all done without ever leaving the outlook screen. Executives can view a dashboard or open an account profile to learn more about a situation or understand a sales opportunity. Marketing employees can view a campaign ROI report and assign a lead to a sales rep.
The interface is easy to use and looks the same on the mobile phone. Are you ready to improve productivity for your employees? Let’s chat about the Outlook App for Dynamics 365.
Where does the Outlook App for Dynamics 365 work?
This app designed for Microsoft Dynamics 365 works within the following environments:
- Mobile Phones
- Outlook desktop client
- Outlook for Mac
- Outlook on the web
I want to learn more!
Let’s chat about the Outlook App for Dynamics 365 and how it can take your company to the next level.