When you email a contact for the first time, or you set up an appointment with a client that you haven’t spoken with for a while, it helps to have your memory refreshed. Introducing Dynamics 365 for Outlook.
Dynamics 365 for Outlook is a superb way to give you background information about the people you’re talking to via email, or the meetings that you have coming up with different people.
The software works by pulling together emails, appointments, and Dynamics 365 records. It creates connections between these records, helping you to get a holistic view of the contact that’s just emailed.
Forget searching through email archives, or making the occasional faux pas when you realise that you sent a message to the wrong person. Dynamics 365 gives your email a boost by telling you what you need to know.
How Dynamics 365 for Outlook Works
Dynamics 365 for Outlook works with every version of Outlook: in your browser, on your phone, or on your regular PC. It automatically scans the content of the email you’re currently looking at, and loads data from Dynamics 365 on the side.
Armed with this information, you’re able to serve clients better. You can also do better business, because you’re connected to a wealth of additional data every time you get in touch, and that helps you to progress projects more efficiently. You can even label people as contacts or leads to aid conversation.
There’s also a Relationship Assistant that summarises your history with the contact or lead, giving you snippets of data about their orders, emails, and past queries.
If a relationship between a contact and a record doesn’t already exist, you can create it yourself. Dynamics 365 for Outlook allows you to set up a link between an email contact and an appointment in your calendar, or link an email and a record in Dynamics 365.
It also allows you to create templates for emails that you send frequently, and link to knowledgebase articles that answer your correspondent’s questions.
All of this extra functionality puts you fully in the driving seat; the information you have at your fingertips is always the information you really need to see. And the time you spend on re-work is greatly reduced because you have so many more tools at your disposal, compared with the plain install of Outlook.
Getting Help with Dynamics 365 for Outlook
Configuring Dynamics 365 can be a complex process. That’s why QUANTIQ offer the support you need to get your business set up correctly.
We’ll install and activate Dynamics 365 for Outlook and show you how to make the most of it. If you’ve used an older version, we can also help you get up to speed with the latest iteration.
To find out how Dynamics 365 for Outlook could benefit your business, or to get advice on setting it up, contact the friendly team at QuantiQ for more information. We’re a Microsoft Dynamics Partner, and we can offer you our time and expertise to get Dynamics 365 for Outlook working exactly the way you need it to.