I recently provisioned a new Dynamics 365 demonstration environment for a prospective client. The environment included Office 365. I sent a sample email from my xrmcubed.com account to the user in the demo environment. My goal was to simply show how easy it is to sync emails to Dynamics 365 and create Lead or Contact records from the email.
I was very impressed to see the practical application of Artificial Intelligence within Outlook, plus some much-improved integration points with Dynamics 365. A new feature called Relationship Insights mines the data shared by Dynamics 365 and Office 365, looking for clues to customer need and action items for sellers or service users.
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First of all, Outlook automatically highlighted a sentence in the email that seemingly requests a call or meeting.
Clicking on the highlighted text, a dialog box opens suggesting I engage with this prospect regarding a Software Development Kit. The box suggests the first open Outlook appointment on the following day. I schedule a place and time for a meeting and send the invitation to my prospect without leaving Outlook email. This saves me several steps and speeds up the sales process.
Clicking on the Dynamics 365 link, I can quickly add this prospect to Dynamics CRM as a Lead or Contact, and sync the email to the Lead or Contact form.
Server-side synchronization pushes the data from Outlook and quickly creates the Lead record in Dynamics 365. This newer form of synchronization is much more reliable and stable than the old Outlook client and add-in. Problems with Outlook slowing down or crashing, a source of frustration, should be all but eliminated.
The real beauty of this is that it all works behind the scenes. The user doesn’t need to know exactly why or how it works. But for the most part they don’t care anyway. They just want to get their work done and sell more.
By Mark Abes, Vice-President of Sales and Marketing, xRM3. Microsoft Partner focused on Dynamics 365 sales, service, and marketing automation solutions. Southern California. To contact us click here.Tags: Dynamics 365; Dynamics CRM; CRM; Dyn365; Microsoft CRM; Microsoft Dynamics CRM Reseller San Diego; Southern California; Microsoft Dynamics 365 Reseller