consultantsnsa.blogg.se - Using outlook as a crm

If you’re using the desktop app, have server-side sync set up so your sales team can access records from wherever they are and whenever they need to.See Install Dynamics 365 for Outlook for download instructions. However, if automatic tracking isn’t turned on, separate email threads from that same person won’t get tracked automatically. If you track the first message from a customer in an email thread, Outlook will track all subsequent messages in the thread in CRM.

Familiarize yourself with the way email threads get tracked.

If you activate automatic tracking, set it up to only track email messages with the clients and accounts you want to monitor all of the time. Try to only track emails that have significance. Tracking every email into the CRM will use up available space faster than necessary. It will be easier to find it if you strategically save it.

Always activate “Set Regarding.” In other words, when tracking an email to the CRM, make sure you tag it so that it goes to a specific place (e.g., a lead, opportunity, etc.).

How can you get the most out of the Dynamics 365 App for Outlook? Consider these tips:

Helpful Tips for Integrating Outlook and Microsoft Dynamics 365 CRM Moreover, with the visibility of customer email conversations and CRM records across teams, the sales force and other departments will always be on the same page. You have the information and insight you need to respond to prospects with the right information at the right time. With those capabilities and more, you and your sales team have more time to build relationships and close sales because you don’t have to spend time manually switching from email to CRM and vice versa to view and record interactions. To summarize, you can access and create records related to leads, opportunities, and customers without ever leaving your email inbox.

Search for CRM records while in an email.

See contact information for customers in the CRM.

Add appointments and phone calls to a customer record.

Track important emails to a customer account in the CRM.

Create a lead or opportunity in the CRM from an email.

See pertinent information about a customer while writing an email in Outlook.

From within Outlook, you can access the full CRM system and: Your sales professionals become unstoppable when both email and CRM exist in one central place. What Sales Teams Can Do with a Dynamics 365 CRM and Outlook Integration