Dynamics 365 integrates natively with Outlook, so if you’re using Office 365 and looking at options for CRM, you’ll find Dynamics 365 is a very easy way to get up and running.
Dynamics 365 includes Microsoft’s CRM solution, and unsurprisingly, it is designed to work beautifully with the rest of your Microsoft software, with no integration required. You can access Dynamics 365 through your Office 365 portal, use your email address for single sign on, and by enabling the Dynamics 365 app, begin to use your email, CRM, tasks and calendar in a fully integrated way. You can create new contacts or leads in your CRM directly from an email in Outlook, view contact and recent activity details from your CRM as you read incoming emails, track all your email correspondence in your CRM and have your tasks and appointments automatically synchronised to Outlook and linked to the customer, lead or opportunity record in Dynamics 365.
