Dynamics 365 for Financials – Feature of the Week #2
Manage the Sales process directly from Outlook
By Bruce Nelson
In virtually every environment, you would need to open another application, login to the application, search for the customer/prospect and begin the process of entering the sales quote. Or, alternatively, you forward the request to another individual with access to the back office system. This takes unnecessary time to complete and creates inaccuracies.
This seamless, friction-less experience is easily managed in Dynamics 365 for Financials – directly from within Outlook.
Since the incoming communication arrived from a Customer, only sales-specific menu options are surfaced. If this originated from a vendor, Outlook would have the intelligence to present relevant tasks associated with vendors. So What This allows a sales rep to be more productive in processing the customer request.
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