If you use Microsoft Dynamics CRM, chances are you are also using the Outlook Integration that allows you to access and update CRM data directly from Microsoft Outlook. Have you now noticed that the CRM tab in Outlook has disappeared?
The most common cause of this is that the CRM add-in has been disabled in Outlook (unfortunately, why the add-in got disabled is difficult to determine). This has been known to happen in Outlook with several add-ins, but particularly CRM.
To get your CRM integration back, use the following steps:
- In Outlook, go to File > Options
- Select the Add-ins tab from the left side
- Under the “Manage” dropdown at the bottom of the window, change the selection to “Disabled Items” and select the “Go…” button
- Highlight the CRM add-in and select the “Enable” button
- Hit OK to close the Outlook Options window
You may have to close out Outlook and restart it for the changes to take effect, but that should be all you need to get your CRM functionality back in business.
If you are in the market for a Customer Relationship Management (CRM) system or you are just not satisfied with your current CRM solution, then you should consider Microsoft Dynamics CRM for the following reasons:
One of the main advantages of Microsoft Dynamics CRM is its familiar look and feel. If you are using Microsoft Outlook and/or Microsoft Internet Explorer, then you will find Dynamics CRM's interface very user-friendly. Research has proven that employees spend a significant amount of time daily using their Microsoft Outlook account. Compared to other CRM vendors, Microsoft doesn’t have to worry about integrating Dynamics CRM to Outlook because this is an inherent feature of Microsoft’s CRM solution.
Another reason to consider Microsoft Dynamics CRM for your business needs is flexibility. Not only can the system be customized to support your tailored needs but also the total cost of ownership (TOC) provides the best value in the market.
Last but not least, Microsoft Dynamics CRM offers a unified customer experience, connecting your employees around the world and empowering them with an integrated yet localized set of tools for success.
WebSan Solutions offers a robust hosted Microsoft Dynamics CRM solution along with other integrated, end-to-end business solutions.
Doriana Kote, Web Marketing Coordinator, WebSan Solutions Inc., a Channel Elite Awards Winner for 2013