Tip of the Week #70 – Microsoft Dynamics CRM for Outlook – App and Client
Marketing Coordinator Michael Bradley brings us this week’s tip, recommending that you check out the new integration between Dynamics CRM and your Outlook email system.
Does your organization use Microsoft Dynamics CRM? Did you know you can now access your CRM data right from your Outlook environment? Tracking emails and working with essential data from directly inside Outlook essentially makes it their one-stop shop for customer relationship management. And because it’s equally accessible from a PC, mobile device or Mac, the only limiting factor becomes the quality of data that is entered.
We are talking about two separate items here so similar in name that some confusion is understandable: There is “Dynamics CRM for Outlook,” and there is “Dynamics CRM App for Outlook.”
What’s the Difference?
Dynamics CRM for Outlook is also referred to as the “Outlook client” and is a full-featured add-on for the desktop version of Microsoft Outlook, and must be installed. It allows you to manage your CRM work within the familiar Outlook environment, including offline. If your organization is running Microsoft Dynamics CRM 2016 Server, you can easily install and use the Dynamics CRM for Outlook – very easily and at no additional charge. Your company CRM admin only needs to configure your Outlook to your company’s CRM instance.
Dynamics CRM App for Outlook, on the other hand, is a more lightweight application with somewhat less robust functionality. But it doesn’t require user installation or configuration, and it focuses on easy email tracking from anywhere, including mobile devices and Macs. CRM data such as phone numbers, activities and other customer information appears directly in your Outlook inbox.
Feature Differences Between Dynamics CRM for Outlook and Dynamics CRM App for Outlook
With CRM for Outlook, you can:
- Track Emails
- Create Contacts
- View Summaries of Activities with Prospects and Customers
- Send Template-Based Documents Built in Word and Excel
- And Much More…
Which version is best suited for your organization obviously depends on its size and scope. It’s likely you’ll wind up using both, one from the office, one from the road. Bottom line is you’ll be able to better serve your customers and prospects when you have all their information – and all records of your interactions with them – at your fingertips.