Dynamic CRM Integration With Outlook

Microsoft Dynamics CRM 2011 offers seamless integration with Microsoft Outlook. It provides all the benefit of native Outlook performance, for example previews and conditional formatting by providing Microsoft Dynamics CRM Online as sub-folders in Outlook mail folders. With some conditions, these kinds of Microsoft Dynamics CRM Internet based areas in Outlook consist of all the similar capability as Outlook client. Now you can use Outlook elements like selection and conditional arrangement on CRM information, along with other new advantages like placing CRM templates into Outlook e-mail messages.

The combination between CRM 2011 and Outlook 2010 is stronger than ever. You don’t really feel in any respect that you’re ‘dipping’ from outlook in various other applications. CRM records are viewed immediately in outlook.

Sending KB articles, Sales Literature or using Email Templates can now be done right in Outlook.


Conditional format allows you to have a look at records, Possibilities as an example, and structure that view in the grid in Outlook with different criteria. So on the example below stated that when the Possibility Expected Close Date is in a week, the facts on the view can be Red:

You can see your Outlook emails, contacts, appointments in addition to all the CRM information for your client contacts.

  • You are converting an Outlook email with a sales opportunity that easily tracks all discussions and data in a system. No more copy/pasting some notes from Outlook to CRM.
  • You can see a list of CRM features on the left-hand navigation pane in your Outlook interface.
  • You can have access to contextual help that walks you through sales processes.
  • You can actually transform CRM data with a bar chart with a single click of your mouse.
  • You are assign flags for the tasks with CRM that align with the Outlook tasks for days, weeks, and also months ahead.
  • You can create new rules for particular opportunities so they are often filtered and looked at by Conditional Formatting. You can also see commonly used areas when setting up your individual preferences so that you know what’s more related for you without including IT or administrators.

Dynamics CRM Next Generation Microsoft Outlook Experience