Shore Resolutions - CRM - Business Intelligence - Web Site Design - Custom Software - NJ - NY - PA
Application Integration

Dynamics CRM & SageCRM
integrate right into Microsoft Outlook

CRM Integration has complete, two-way synchronization with Outlook contacts, calendar (appointments), and tasks, in addition to enhanced e-mail integration. With Outlook integration, you also have the option to access your entire CRM contact database from within the standard Outlook interface. Lastly, Outlook integration enables you to synchronize your CRM data to devices such as mobile phones and PDAs that synchronize with Outlook.


With Outlook integration, you can:

Shore Resolutions Arrow Use all the features of Outlook entirely from within the CRM interface; no more switching from one application to the other.

Shore Resolutions Arrow Bi-directionally synchronize contacts, appointments, and tasks between Outlook and CRM.

Shore Resolutions Arrow Perform a one-way export from CRM to Microsoft Outlook

Shore Resolutions Arrow Send e-mail Send e-mail within CRM using Outlook and automatically have the e-mail stored in the relevant customer contact history, including attachments.

Shore Resolutions Arrow Easily import e-mail from Outlook into the appropriate customer contact within CRM.

Shore Resolutions Arrow Choose which contacts and calendar items flow between applications, allowing you to work the way you want.


 

 





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You can also contact us at: consultations@shoreresolutions.com

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Shore Resolutions is a leading provider of Search Engine Optimization (SEO), Customer Relationship Management (CRM) Software, Business Intelligence (BI), Web Site Design,
Custom Software, Database Integration, and Computer Training in NJ, NY, and PA. Shore Resolutions is a Certified Microsoft Partner and Certified Partner of Sage Software
authorized to sell, implement, customize, and train on the CRM suite of CRM Applications.