Outlook Add-In for Microsoft Dynamics CRM

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

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

In addition to the Outlook client, Microsoft provides Microsoft Dynamics CRM interfaces for Internet Explorer and mobile devices. This is possible because 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 installation, but if you choose to utilize this functionality, you will be serving all of your Microsoft Dynamics 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 to provide integration with Outlook. No one can compete on the same level as Microsoft when it comes to integration, because Outlook is part of the Microsoft Office Suite. As each new iteration is released, the integration becomes 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. For example, you can use Excel for reporting or Word for a mail merge.

Experiment immediately with our running demo environment of Microsoft Dynamics CRM.

Sign up for your own FREE 30-day trial of Microsoft Dynamics CRM.

Learn about Microsoft Dynamics CRM Online.

Have you heard about xRM? What is it? Read the xRM definition.