In its stride to reach out to salespeople across various platforms and devices, Microsoft has recognized that the desktop Outlook application is not the only medium in which they retrieve their e-mails anymore. Key capabilities have been added starting with Microsoft Dynamics CRM 2016 Online to allow users to interact in a similar manner from both Outlook on the desktop as well as mobile browsers. Contextual information has now surfaced using the CRM App for Outlook directly into the user's inbox.
The CRM App for Outlook makes it easy to manage contacts and track e-mails directly from within the message interface.
Note
Currently, this feature supports the Internet Explorer and Chrome browsers, with support for Firefox, Safari for Mac, and Outlook for Mac coming soon.
The most important features of the CRM App for Outlook include:
Access CRM data from within your inbox
Track e-mails from within a browser
Link e-mails to an existing CRM record
Convert e-mails into a new...