With Microsoft Dynamics CRM you are not limited to using only the Web application. Microsoft Dynamics CRM has options to better fit your way of working and to go with you while you are on the move. If your personnel spend most of their time working in Microsoft Office Outlook, you might want them to work with CRM data in Outlook. If you or your salespeople spend a lot of time in the field and want to connect to Microsoft Dynamics CRM from outside the office, you can take it with you by using Mobile Express for Microsoft Dynamics CRM.
Access CRM with Microsoft Dynamics CRM for Outlook
By working in Microsoft Dynamics CRM for Outlook, your personnel can take advantage of their familiarity with Outlook. A new Microsoft Dynamics CRM for Outlook toolbar and menu give them CRM features with just a few clicks. They can track e-mail and link it to CRM records, and track appointment and tasks. Other CRM records, such as leads and opportunities, are available in a Microsoft Dynamics CRM mail folder.
To make sure that you install and correctly configure Microsoft Dynamics CRM for Outlook, Microsoft Dynamics CRM provides an installation package that you can access on the Standard toolbar of the Web application. With one click, you can start the installer and within minutes start using Microsoft Dynamics CRM for Outlook.
If you do not want this feature for your organization, you can disable the automatic installation button so that it does not appear for any of your users. For instructions, see the Microsoft Dynamics CRM for Outlook Installing Guide.
Access CRM with Mobile Express for Microsoft Dynamics CRM
With Mobile Express for Microsoft Dynamics CRM, you can use any mobile Web browser in your Web-enabled mobile device to connect to your Microsoft Dynamics CRM system. Mobile Express accesses the same CRM environment and entities found in Microsoft Dynamics CRM. The primary difference between the two user environments is the display. Mobile Express provides a simplified layout to better support the small screen size of mobile devices. Mobile Express does not store data on your mobile device.
Learn How
