The Power of CRM & Email Integration-Dynamics 365, Outlook - Webinar on Replay

Event Type: Webinar

This short webinar will demonstrate how you can use Microsoft Dynamics 365 with Outlook to view information about your customers, and your recent activities with them without leaving your email application. You will learn how to link emails, tasks and appointments to records in Dynamics 365, and how to create new leads or contacts in Dynamics 365 directly from Outlook. You will also see how this enables you to get a 360-degree view of customer communications in Dynamics 365, and how the new Relationship Assistant in Dynamics 365 can draw your attention to important emails using sentiment analysis. This will be valuable for anyone looking for transparency over communication with customers across their organisation, and anyone who would like to understand more about working with an integrated email and customer relationship management system with sentiment analysis. It will be presented as a 10 minute webinar demonstration, with Q&A following.


Event Details:

Date: Sun, 10/02/2019
Time: Anytime
Duration: 0 Minutes


Lisa Crosbie

Lisa Crosbie, Pre-Sales Consultant, Barhead Solutions
Lisa has worked with Dynamics CRM Online / Dynamics 365 for the past 5 years, and is a Microsoft Certified Solutions Expert (MCSE) in Business Applications. She works with clients to analyse and understand their needs, and designs and builds customised demonstrations of Dynamics 365, including integration with Microsoft Business Applications, PowerApps and the broader Microsoft cloud stack. As a consultant, Lisa draws on her prior experience as a Sales and Marketing Manager and Sales Operations Director to help businesses bridge the gap between technology and business strategy. Lisa is a genuine enthusiast for helping people understand how technology can make a real difference to productivity, and the way businesses engage and manage customer relationships.

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