|
Outlook Plug-in Features
The CRM Outlook Plug-in is a productivity enhancement tool that
empowers Microsoft Outlook(R) CRM users to synchronize their
customer-related contacts, calendar, tasks and emails with CRM. In addition, you can add
customer-related Inbound and Outbound Outlook mail to our CRM service
as a Case or associate to the CRM Contacts.
Key Features
- Synchronize contacts, calendar and tasks between Microsoft
Outlook and CRM
- Add Outlook inbound and outbound emails as Cases to CRM -
contacts
- Associate Outlook inbound and outbound emails with Leads or
Contacts in CRM
- Modify email messages and file attachments to the Lead or Contact
in CRM without modifying the original message in Microsoft
Outlook
- Resolve conflicts for contacts, calendar and
tasks by synchronizing them with CRM
 |
