Office

Leverage your existing Microsoft products and technologies to enhance the agility and productivity of your Microsoft Dynamics CRM solution.

CRM and Office Microsoft Dynamics CRM gives you the applications and capabilities you need to easily create and maintain a clear view of customer interactions from first contact through purchase and post-sales. With tools to enhance your company’s marketing, sales, and customer service processes, along with native Microsoft Office Outlook® messaging and collaboration client integration, Microsoft Dynamics CRM helps you drive consistent and measurable improvement in everyday business processes.  

Microsoft Office Word

  • Create communications - raise customer awareness, support sales efforts, or provide service updates with compelling, consistent communications
  • Reusable templates - reduce effort and make it easy to maintain consistent branding and quality standards.
  • Web-based access to tools and templates - enable people to work anywhere so they can be productive when travelling or working from home.

Microsoft Office Excel

  • Visualize CRM Data – users can analyze and modify CRM data using tables and formulas directly
  • Create reports and forecasts - Excel helps users quickly create professional-looking reports and financial sales forecasts based on customer purchasing trends, product performance, and other CRM data.
  • Data Synchronization – quickly and easily synchronize data between Excel and CRM; help people stay up to date with tools they already use  

Microsoft Office Outlook

  • Drive Productivity and Adoption - Carry out marketing, sales, and customer service activities in the intuitive Outlook environment
  • Combined CRM and Outlook user experience - helps improve user adoption with a familiar and flexible user interface, helping to minimize resource and training investments.
  • Role-based user experience - Outlook and CRM together deliver a role-based user experience; people can work in one place, reducing the need to switch between applications. Users can customize and automate their interface based on their own preferences and work style.