Microsoft Dynamics CRM Integration with Microsoft Office Suite

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Microsoft Dynamics CRM is quickly becoming the most popular new Customer Relationship Management (CRM) software package globally. Pythagoras Communications, a Microsoft Gold Partner and leading UK Microsoft CRM solutions provider outlines the importance of integration within your existing Microsoft infrastructure in making Microsoft Dynamics CRM a popular solution with now well over 1 million users.

The integration with Outlook and aspects of the Microsoft software portfolio such as Excel and Word allow users from various departments to be only a few clicks away from the relevant information they require. The powerful integration with Outlook allows for powerful email, contact and marketing capabilities as well as the ability to track conversation history update records and create subsequent workflows and appointments in relevant peoples diaries from emails stored in the CRM system.

Microsoft CRM’s tight integration with Word allows users to the ability to create and print mail merge documents quickly and easily thanks to the direct link to contacts located within the CRM software. Furthermore Microsoft Dynamics CRM gives the user the ability to edit contacts preferences regarding what they receive, for example if a contact opts out of receiving marketing letters the system will automatically recognise this and not print one for the relevant contact, ensuring your relationships with clients are kept healthy.

Microsoft Excel allows users of Microsoft CRM the ability to create reports and export contact lists with just a click of a button. The ability to create dynamics pivot tables through the integration from excel means the user will save time usually spent on manually updating the contents.

These examples are just scratching the surface of the power the integration Microsoft Dynamics CRM provides, further information can be found on our website http://www.pythagoras.co.uk/microsoft_crm.aspx

About Pythagoras
Pythagoras is a company that is experienced in providing Microsoft xRM (Anything Relationship Management) and Microsoft CRM (Customer Relationship Management), Accounts and integrated business solutions for businesses across a broad range of industries and products. Pythagoras is a Microsoft Dynamics CRM Gold Partner with offices in London, Maidenhead and Manchester.

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