{"id":247967,"date":"2015-09-24T09:08:17","date_gmt":"2015-09-24T16:08:17","guid":{"rendered":"http:\/\/customerthink.com\/?p=247967"},"modified":"2015-09-24T09:08:17","modified_gmt":"2015-09-24T16:08:17","slug":"office-365-integration-feature-microsoft-dynamics-crm-online-2015-to-benchmark-customer-relationship","status":"publish","type":"post","link":"https:\/\/customerthink.com\/office-365-integration-feature-microsoft-dynamics-crm-online-2015-to-benchmark-customer-relationship\/","title":{"rendered":"Office 365 Integration Feature, Microsoft Dynamics CRM Online 2015 To Benchmark Customer Relationship"},"content":{"rendered":"
In this article we will take a look at Office 365\u2019s key integration features with Dynamics CRM 2015 Update 1, as to how Microsoft Dynamics CRM Online 2015 Benchmarks Customer Relationship.<\/p>\n
OneNote embedded inside Dynamics CRM empowers sales people to share information more conveniently. Isn\u2019t it wonderful? One can create and view notes that have text, photos, voice, spreadsheets and even handwritten notes from scribble pads; and, all this within the context of an account, opportunity or any other record. By embedding OneNote in MS Dynamics CRM, Microsoft empowers you to automatically link account information with CRM Online 2015 record.<\/p>\n
<\/p>\n
Ask a simple question as to who all are the fans of OneNote<\/a> since years, and trust me the count would be huge. It has been used every day by a lot of people to store all their meeting notes. As in this is more convenient an arrangement against those numerous scribble pads lying around on your desk and them spending a lot of time looking for old notes about customers or opportunities.<\/p>\n Users conveniently store high level information about opportunities in their internal CRM i.e. overview of requirements, communications and commercials, and not overall details of each and every meeting. Instead they use OneNote to store such primary information and now with OneNote integration they can embed this information into CRM.<\/p>\n Users were really looking seriously out for a 3rd party integration tool for CRM and OneNote since some time now, and hopefully they would be thankful that it comes along so handy.<\/p>\n This happens to be one of those interesting features that can come in really handy for a lot of users who do not have full Outlook client on their devices. I feel that one of the reasons for the huge popularity of Microsoft Dynamics CRM<\/a>, is the feature where it seamlessly integrates to Outlook to track emails, appointments and tasks, and may be also the reason why people choose it over competitors.<\/p>\n However; as we all know and realize it, the way we work has evolved enormously in past few years. We see lesser and lesser number of people seated at their desktop PC and sales\/customer service users are a lot more mobile. It has now become mandatory to be mobile.<\/p>\n Users used to suffer a lot due to the non-availability of the \u201cTrack in CRM\u201d functionality unless and until you have the levy of using the full Outlook client. In Microsoft Dynamics CRM Online 2015 Upgrade 1, Microsoft has increased the integration with Office 365 and Outlook\/Exchange Online.<\/p>\nMobile\/Web Mail Client<\/h3>\n