Microsoft Dynamics 365 CRM Mobility and Outlook Integration for Manufacturers

Now that we’ve looked into general navigation and dashboards in Dynamics 365 CRM (D365 CRM), let’s now dive into the mobility capabilities and Outlook integration for manufacturers.

D365 CRM Mobility for Manufacturers

Let’s take a look at Microsoft Dynamics 365 Sales on mobile. Everything that we’re going to be able to do with the browser client, you’re going to be able to do on your phone.

For example, from the executive dashboard, you can see all the opportunities by top customer, sales pipeline, the open leads that you’re currently working on, what your activities are looking like, and then a breakdown of the service cases that may impact the customers that you’re working with. You can easily expand on that and view those records, just as you would be able to on your computer.

So as you’re getting ready to walk in to see this customer, through D365 Sales, you can pull information from ERP to see if this customer has any cases, the status of this particularly opportunity, sales history, etc. and can even look at all of the documents associated with this specific customer stored in SharePoint.

You can also create an activity via the mobile app as well. By tapping on the timeline, you can see all of a customer’s activity. From here, you can create a new record, such as a phone call record. You can attach an image to a record or record a voice note.

Simply put, there isn’t anything that you can’t do with your phone that you can do on the browser application. So whether you’re in the field using your phone, in the field using a tablet, or back in the office on a laptop, you will have full visibility into the same information across any one of those different platforms.

Check out this 7 minute demo video highlighting Microsoft D365 CRM via mobile, so your team can keep everything up to date even when they are on the road or out of the office.

D365 CRM Outlook Integration for Manufacturers

So now, let’s take a look at how D365 CRM integrates with Outlook. If the sales department uses Outlook on a regular basis for sending emails, scheduling appointments, creating tasks, etc., imagine having the ability to present the sales reps with information directly from D365 CRM inside Outlook itself. This is a pretty powerful motivator for the reps to grab onto the system and really start using it.

From the Outlook inbox, you can instantly see the emails that D365 CRM already tracks. You can see the organization it came from, info about the contact, opportunities currently being worked on, and any cases or recent emails and activities. Not only can you interact with the particular email, but you can also see opportunities and issues and cases and who they report to. Or, if you’re using Teams and want to make a phone call, you can go ahead and click on the phone button and update the ability to make a phone call and dial the contact directly to have a conversation.

It’s also incredibly easy to grab any sales literature pieces your organization has from CRM in SharePoint and add it to Outlook emails without even leaving Outlook. So if your team spends most of their time in Outlook by presenting them with this additional information, by giving them access to sales literature, and templates and responses, and the ability to drill into these records, to see what’s going on at the account level, or to see what’s going on in a particular opportunity, they have an extremely powerful tool at their fingertips.

The same is holds true for setting up calendar appointments, adding contacts, and setting up tasks within Outlook.

Want to see how it works? The following 4.5 minute demo shows you how D365 works within Outlook.

D365 CRM has powerful tools for your sales team to use both in the office and out in the field. Between the mobility and the integration with Outlook, there are very few reasons to not adopt D365 CRM for your manufacturing organization. Let’s talk about how Dynamics 365 CRM can be revolutionary for manufacturers. Please contact us at any time!

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

About the Author