Outlook Plugin for Microsoft Dynamics CRM

A large number of CRM Deployments regardless of software publisher fail. A common reason for this is the User Interface (UI). Users don’t appreciate having to adopt and learn and new UI they are unfamiliar with. The path to least resistance is allowing the users to use an application that they are already familiar with. This is precisely Microsoft’s strategy concerning Dynamics CRM.

85 Percent of Corporate America uses Microsoft Outlook to run their business. Of that 85 Percent, most users spend their day within Outlook. While in Outlook, users are concentrating on 4 things: E-mail, Calendaring, Address Book and Tasks. The Microsoft CRM Outlook Plug-in integrates these four capabilities with Dynamics CRM. Microsoft Dynamics CRM works the way you do and mitigates the need for users to adopt a new application. This goes a long way in facilitating the adoption of Microsoft CRM.

In addition to the Outlook client, Microsoft provides interfaces for Internet Explorer and Windows Mobile. This is possible as Microsoft CRM is a web application that is delivered straight into Outlook using the Microsoft CRM Outlook Client. Furthermore, there is no additional cost for this client. This is an optional install but if you choose to utilize this functionality, you will be serving all your CRM data straight into Outlook without requiring any additional applications or logins. As a result, the users will be unaware they are even adopting a new application as they are already accustomed to the interface.

Most CRM applications (regardless of software publisher) try and provide integration with Outlook. No one can compete on the same level as Microsoft when it comes to integration, as Outlook is part of their Microsoft Office Suite. As each new iteration is released, the integration will become tighter and tighter. Again the focus is to avoid any learning curve for the user and improve adoption rates.

Outlook is only one of the Office Suite Applications that CRM works with. An example of this is: you can use Excel for reporting or Word for a mail merge.

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