Microsoft Forges Deeper Ties Between Dynamics CRM Online, Office
The Dynamics CRM Online Spring 2015 update makes it easier for Office users to access and edit CRM data.Microsoft Office and Dynamics CRM Online offer users a more seamless way of accessing customer information after this week's release of the Spring 2015 update for the cloud-based customer relationship management (CRM) software platform. Given the overlap of Office and Dynamics CRM users, Microsoft is in the midst an ongoing quest to integrate the platforms. In addition to designing its software for a "mobile-first" world, the software giant has been working to reduce friction by allowing users to access and modify CRM data in popular Office apps such as Outlook, enabling sales and customer service organizations to pursue leads or tackle issues faster. "We continue to unlock the potential of business productivity with solutions that work seamlessly together, leveraging familiar tools that sales professionals already prefer to use," said Bob Stutz, corporate vice president of Microsoft Dynamics CRM, in a statement. "We are now making it even easier to deliver personalized customer experiences using contextual customer information, anywhere, anytime, from any device." Along those lines, the Dynamics CRM Online Spring 2015 update includes the new CRM App for Outlook. "This new Office App surfaces contextual CRM information in Outlook desktop and browser, making it easy for users to create new records directly from Outlook and to see relevant, contextual information such as sales activities, cases, and opportunities for the email sender," explained Stutz.
Microsoft also took the step of incorporating the OneNote note-taking app within Microsoft Dynamics CRM, allowing salespeople to share notes that contain text, photos and scribbles, among other embeddable content. Similarly, users can now crunch numbers in Excel without leaving Dynamics CRM.