Timesavers and Workflows

Extend value with Microsoft Office

  • Use Microsoft Dynamics CRM within Microsoft Office Outlook for improved productivity.
  • Instantly find the information you need with preview panes, personal views, record pinning and Most Recently Used lists.
  • Eliminate redundant email tracking through Office Outlook synchronisation.
  • Better collaborate with co-workers with embedded presence feature.
  • Streamline mass mailings with built-in mail-merge capabilities.
  • Add Office Outlook contacts to marketing lists with a few mouse clicks
  • Boost productivity with personal, team or organisational workflows.
  • Dynamically assign tasks to the most appropriate resource using configurable rules.
  • Accelerate approvals using predefined workflows.
  • Automate follow-up with predefined triggers.
  • Set alerts and reminders for campaign milestones.
Extend value with Microsoft Office
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