Microsoft Dynamics 365

Microsoft Dynamics 365 is the essential business solution for busy professionals who need to engage with customers while staying productive at work and on the go. Arrive prepared for every appointment by viewing schedules and building a client profile in Outlook, then send out reminders from Dynamics CRM before meetings begin. After appointments end, store notes in CRM and schedule follow-up calls from your mobile device. Microsoft Dynamics 365 ensures you’re in the loop at all times, so you can stay focused on closing deals and meeting deadlines.

Arrive prepared for every appointment, every day, with access to your customer records and CRM data in Outlook for Windows and Office 365. Manage all your customer information in one place—view contact details, create new records from email messages you receive or from information stored in other Microsoft Dynamics 365 modules, and even search the knowledge base to resolve issues when you’re on the job. Record notes about individual customers or logs of your interactions so you can refer back later. If a customer calls in, you can quickly check their account status or take a message for a call back. And when you’re ready to follow up, sync your Outlook contacts with Dynamics 365 so that you have everything at your fingertips to make personal connections.

Microsoft Dynamics 365 also makes it easy to keep up with colleagues and stay informed of what’s going on across the organization—view calendars of team members and appointments they’ve scheduled through Microsoft Dynamics 365, then join meetings directly from Outlook. Get notified of relevant updates as they occur; track responses to important emails without having to stay buried in your inbox all day; and communicate easily with coworkers right from the familiar interface of Outlook