Uploaded byOren Ryngler
Microsoft Dynamics 365 App for Outlook
The document discusses features of Microsoft Dynamics 365 and its integration with Outlook. It describes how Dynamics 365 allows tracking communications in Outlook, provides a CRM interface directly in Outlook, and enables syncing data between Outlook and Dynamics 365 for a unified customer view across platforms. Key capabilities highlighted include tracking emails, contacts and appointments; accessing CRM data directly from Outlook; and supporting both online and on-premise deployment scenarios.
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Microsoft Dynamics 365 App for Outlook
- 2. Selling effectively withOffice 365 Qualify Develop Propose Close Follow-up call with lead Take notes while visiting a customer Sales team collaboration Pipeline management Generate quote and share with customer Create proposal Post deal updates Discover relevant documents Track incoming email Contextual and Immersive MICROSOFT CONFIDENTIAL – UNDER NDA Intelligent and Predictive Cloud, Mobile
- 3. Outlook and trackingcustomer communications Microsoft Dynamics CRM Outlook Client (COM addin) Server-side-sync with rules-based tracking Folder-level tracking for any client Dynamics 365 App for Outlook • Complete CRM • Familiar user interface • Offline access • Leverage Outlook capabilities • Outlook Sync or Based on SSS • Syncs emails, appointments, Contacts and Tasks • All devices (server- side) • Always on • Configurable and track by rule • All hybrid scenarios • Tracks emails • Any email app, any device • Zero footprint • Outlook rules • Based on SSS • Light-CRM functionality • Low footprint • Customize once, deploy everywhere • Based on SSS
- 4. Dynamics 365 Appfor Outlook New improved UI Tracking and in-context experience for Emails, Appointments and Contacts Support for on-line to on-line; on-prem to on-prem and hybrid scenarios*
- 5. Dynamics 365 Appfor Outlook New improved UI Recipient resolution Tracking and in-context experience for Emails, Appointments and Contacts Support for on-line to on-line; on-prem to on-prem and hybrid scenarios*
- 6. Dynamics 365 Appfor Outlook New improved UI Recipient resolution Tracking and in-context experience for Emails, Appointments and Contacts Support for on-line to on-line; on-prem to on-prem and hybrid scenarios* ‘One-click’ track & set-regarding
- 7. Dynamics 365 Appfor Outlook New improved UI Recipient resolution Tracking and in-context experience for Emails, Appointments and Contacts Support for on-line to on-line; on-prem to on-prem and hybrid scenarios* ‘One-click’ track & set-regarding Pinned and MRU for quick track & set-regarding
- 8. Dynamics 365 Appfor Outlook New improved UI Recipient resolution Tracking and in-context experience for Emails, Appointments and Contacts Support for on-line to on-line; on-prem to on-prem and hybrid scenarios* ‘One-click’ track & set-regarding Pinned and MRU for quick track & set-regarding Set-regarding details card
- 9. Dynamics 365 Appfor Outlook New improved UI Recipient resolution Tracking and in-context experience for Emails, Appointments and Contacts Support for on-line to on-line; on-prem to on-prem and hybrid scenarios* ‘One-click’ track & set-regarding Pinned and MRU for quick track & set-regarding Set-regarding details card Create activities
- 10. Dynamics 365 Appfor Outlook New improved UI Recipient resolution Tracking and in-context experience for Emails, Appointments and Contacts Support for on-line to on-line; on-prem to on-prem and hybrid scenarios* ‘One-click’ track & set-regarding Pinned and MRU for quick track & set-regarding Set-regarding details card Create activities Compose mode with Templates, Sales Literature and KB Articles
- 11. Dynamics 365 Appfor Outlook Compose mode with Templates, Sales Literature and KB Articles Set-regarding details card Create activities Pinned and MRU for quick track & set-regarding New improved UI Recipient resolution ‘One-click’ track & set-regarding Tracking and in-context experience for Emails, Appointments and Contacts Support for on-line to on-line; on-prem to on-prem and hybrid scenarios*
- 12. Dynamics 365 Appfor Outlook Mobile Track important emails on the go through Outlook Mobile View key customer information in-context when you need it most Create new leads, contacts, opportunities, cases, activities or custom entities without leaving your inbox Integrates seamlessly to Dynamics 365 mobile app to deep dive into the entire CRM information
Editor's Notes
- #2 IMPORTANT NOTES: TechReady24 will utilize Windows 10 and the new PowerPoint 2016, as well as PowerPoint 2013 on all event machines. Please build your slides utilizing the appropriate TR24 Template and utilize the version of PowerPoint that works best. Windows 10 devices now connect remotely through VPN using the PIN with Passport for Work. Speakers needing to use VPN in a demo, will need to have registered for Phone Authentication at https://phoneregistration.microsoft.com. Additional details are also available here: https://microsoft.sharepoint.com/sites/itweb/securelogon/Pages/FAQ.aspx
- #3 Help your employees work more efficiently. Dynamics 365 pulls together your business process apps and familiar Microsoft Office 365 tools. Take something like sales, in any business application you always explicitly modeled the world. When it comes to sales, you modeled sales people, their accounts, their customers, their leads, their prospects, opportunities pipelines; it is all modeled. There is a lot of data that is captured. But there is one real problem which is most of sales activity happens outside of a CRM system. And so one of the goal of intelligence is to be able to reason about your sales data model not only inside just your CRM system, but outside. So we are building a Relationship Insights that is going to ship as Preview in November as part of Dynamics CRM. To truly transform a CRM application from the inside out.