Once integrated users can access all of their email directly from Dynamics 365 for Financials, and have the ability to launch directly in to customer’s info directly from emails sent to them. Financials populates with the data of the client who sent the email. This enables quick access to important customer info, making tasks like checking inventory or order history a quick and painless. With this pre-populated info users can then generate quotes in response to inquiries, and send those quotes back directly from Dynamics 365 for Financials, which is embedded within Office, along with any notes or messages needed.
By integrating Outlook in to Microsoft Dynamics 365 for Financials businesses can increase efficiency by cutting down on the time it takes to find relevant data, analyze it, create a quote, then send the quote via email. Users can get accomplish more in the same amount of time, and by lowering response time, users increase customer satisfaction. It is a winning proposition for any business.
Learn More with this quick video: