Continuing our discussion on Outlook integration, another favorite CRM feature I would like to introduce is the “Convert To” option located in the CRM group of the Home ribbon in your Outlook inbox.
This feature allows the user to take immediate action on a specific email message. Simply choose to Track the email message, select Convert To and you will be able to start an Opportunity, Lead or Case. How easy is that?
The Opportunity, Lead or Case form will then open directly within Outlook. Select your options on the form and continue working through your email messages without switching back and forth between applications – a real timesaver. Stay tuned for more posts about Outlook integration features with Microsoft Dynamics CRM. Contact us for CRM training options, info@toplineresults.com.
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