8 Reasons Why MS CRM & MS Outlook Are a Winning Combination

Posted by Adeptia Inc
3
Mar 27, 2017
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Microsoft Dynamics CRM can be seamlessly integrated into MS Outlook with an MS CRM API integration software. There are many benefits of integrating this CRM with Outlook and it dramatically improves the performance of sales & marketing teams. The CRM empowers users to monitor conversations, improve customer journeys, create personalized email marketing campaigns, and prepare rich workflows & processes. 


Benefits of MS CRM API Integration with MS Outlook

Data Visibility: The MS CRM API integration provides greater visibility to details. In an integrated ecosystem, a user can view the Outlook emails, contacts, appointments and CRM information of some clients. The details can help teams in identifying upsell or cross-sell opportunities. On top of that, the integration eliminates the requirement of copy/pasting the notes from Outlook to CRM.

Simplified operations: The integration lubricates the overall processes and operations in an organization. It helps users in accessing contextual help, converting data into a different format or chart, flag different tasks in CRM and align them with Outlook tasks.

Creating Workflows: An integrated platform can enable teams in creating workflows for targeting a specific audience and tracking unique opportunities that can be viewed or filtered.

Maneuverability: The MS Dynamics CRM integration can provide greater control to teams to customize frequently used fields while setting personalized experiences for users. Moreover, it eliminates the requirement of coding different programs.

Managed Process: The system can retrieve and display contextual information from e-mails, records, contacts, etc. This can help in creating CRM contacts, e-mails. It can also enable a user in converting a mail into an opportunity and incorporating new products from the inbox. 

Envisage CRM opportunities: After integrating Outlook with MS Dynamic CRM, a user can compose emails with text-editing features in CRM. The user can also access web resources, templates, and range of mail filtering options.

Edit CRM Data: The synthesis of MS Outlook and MS CRM helps a user in editing the field of an e-mail at any stage from MS Outlook. Apart from this,  the user can further customise CRM page and set or monitor recurring appointments.

Maneuver CRM features: One of the core advantages of MS CRM API integration is the ability to maneuver CRM features. This makes navigating the CRM tasks much more easy and efficient.

Summary

There are innumerable benefits of MS CRM API integration with MS Outlook. The synthesis makes the CRM limitless and delivers greater returns. Some of the benefits have been discussed in this blog.
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