With multiple interfaces for Dynamic s CRM and other solutions that your users utilize on a daily basis, here are some suggestions on how to 'work smarter, not harder' using CRM for Outlook. Integrating these tools will make it easier for your users to update CRM and will increase efficiency across your organization.
Benefits of Using Dynamics CRM in Outlook:
1. Once synchronized, you can view Outlook emails, contacts, appointments, and all your client's CRM information in the same location.
2. Convert an Outlook email to a sales opportunity that tracks all conversations and data on one system. That means ‘copy/pasting’ your notes from Outlook to CRM is not required.
3. To assist junior sales or complex sales process, can access contextual help that guides the user through sales process.
4. Review data in just about any format with a single click.
5. Flag the tasks within CRM that align with Outlook tasks for days, weeks, and even months ahead.
6. Create new rules for any specific opportunities so they can be easily sorted, filtered or viewed.
7. Have control on frequently used fields when setting up your personal preferences to trace what’s more applicable to you without involving IT or administrators.
8. Email tracking in MS Dynamics CRM 2011 will automatically pull and display contextual information about those e-mails with all related records for all the contacts involved in CRM. A user can also create a record (lead or contact) right then and there.
9. Create CRM contacts/leads/accounts in Microsoft Dynamics CRM from e-mails at any time. The user can convert an entire mail into a case or opportunity, or even add connections to new products directly from the inbox.
10. Create CRM opportunities and cases with the help of Dynamics CRM integration with Outlook. You get to compose emails with the powerful text-editing features of Outlook and the flexible functionality of CRM. The user can now access web resources, e-mail templates and CRM custom fields all through Outlook. Dynamic drop-down menus offer any CRM data to include in your e-mail, and a handy “Most Recently Used” list will gather the items you select most often.
11. Edit CRM fields from Outlook. Data can be edited even on the last minute, with a scope to fine tune the emails from Outlook. Additionally, a customized CRM page can also be used when setting up appointments, with an option to monitor recurring appointments.
12. An outstanding feature of integration between Microsoft Outlook and Microsoft Dynamics CRM is the “Track in CRM” feature. The user is now able to effectively track the CRM tasks on Outlook; additionally Dynamics CRM 2011 has added a set of new features that make the navigation of CRM tasks and records much easier and more efficient.
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Currently by using CRM 2011 for tracking all of our phone tech cases. We have been experiencing some problems when two users have the same case file opened simultaneously.
When the case is opened by both uses they cannot see any active changes being made. Who saves last overwrites the work saved by the user who saved first. This has been a problem when additional notes are added by a user and saved and the second user writes their own and saves completely overwriting any work done by the original. Is there a way around this?
Is it possible to:
1. Alert a user that the case is opened elsewhere
2. Lock a case that is opened elsewhere
3. See active changes being made by another user.
4. Show a list of other uses currently accessing that case.