Microsoft CRM - Office Integration
For a business that wants to grow and succeed, few things matter more than connecting with customers. But adopting CRM (customer relationship management) software has been difficult for many organizations. CRM software can be complex and difficult to learn. And employees might require time to gain proficiency. Employees can sometimes even resist adopting CRM software because it forces change in their work routines.
Microsoft has brought CRM software into a new era with Microsoft Dynamics CRM.
It is a flexible CRM solution that works the way a company works, adapting to each business culture with its unique way of responding to customers. Microsoft Dynamics CRM integrates well with Microsoft Office programs, including Microsoft Office Outlook, Microsoft Office Word, Microsoft Office Excel, and powerful data-sharing tools such as Microsoft SharePoint and Microsoft SQL Server Reporting Services.
Here’s a quick look at how Microsoft Dynamics CRM works with familiar Microsoft products to give any business a new way to stay connected with customers.
Microsoft Dynamics CRM integration with Microsoft Office programs
Microsoft Office—the essential business tool used by millions worldwide. Now Microsoft Office programs can be combined with the power of Microsoft Dynamics CRM to give any business new insights into customer needs.
- Make Microsoft Office Outlook a powerful CRM tool. Microsoft Outlook messaging and collaboration client already provides businesses with a reliable tool for communicating with customers, storing customer contact information, and scheduling appointments. Now Outlook can do more. With the Microsoft Sales for Outlook client in Microsoft Dynamics CRM, all customer information can be managed from Microsoft Outlook. Sales, lead information, marketing pitches—everything you need to stay connected with customers. And because this information can be available company-wide, all employees have the power to see client histories and respond effectively to questions and requests.
- Enable Excel to analyse customer information. Microsoft Office Excel spreadsheet software is a powerful tool that is widely used to analyse critical company data. Compiling important data often means searching through multiple sources. Now, Microsoft Excel works with Microsoft Dynamics CRM to give businesses a new way to understand the impact of changes in sales, pricing, clients, and contacts. Data about sales and other business activities is easily imported to Excel from Microsoft Dynamics CRM, making it easy to run scenarios, reports, and graphs for all aspects of a business. And data can be imported into Excel in three ways: As a static table, a dynamic table, or a PivotTable dynamic view. With the latter two methods, Excel automatically updates data as it is changed within Microsoft Dynamics CRM.
- Enable your employees to customize customer communications using Word and Microsoft Publisher. Use data from Microsoft Dynamics CRM to target customers for marketing and sales campaigns using Microsoft Office Word and Microsoft Office Publisher. It’s easy to select customers for a letter or marketing initiative—and personalized messages take only minutes with Publisher.