Are you looking to leverage the power of Dynamics 365 data and remain productive without leaving Microsoft Outlook?
Among other features, the Dynamics 365 App for Outlook allows users to view Customer Engagement information about email recipients and file emails as Dynamics 365 activities.
Join this live webinar demonstration as we review those features and more, including:
- Understanding the Customer Engagement pane in Outlook
- Viewing important information relevant to the current recipients
- Creating new contacts or leads
- Adding email messages to a specific Dynamics 365 record
- Using email templates to quickly send email messages
- Other popular tips and tricks