Microsoft CRM Sales for Outlook Client

To ensure sales success, your salespeople need accurate, updated information form across your business, along with the ability to access that information at any time, from any location. With Microsoft CRM Sales for Outlook, salespeople can work both online and offline with access to full sales functionality.

Work from any location

Work offline with Accounts, Leads, Opportunities, Quotes, Orders, Sales Literature, and more - when you're on the road, you'll have access to full sales functionality.

Exchange Integration

By installing the Microsoft CRM Exchange Router, all of your incoming e-mails can be scanned for matching records in the CRM database. Matching records will automatically generate activity history for that contact.

Powerful synchronization

Every time you go offline, Microsoft CRM Sales goes with you - you'll always work with updated information. If you make changes to data while working offline, the new information with synchronize with the Microsoft CRM server the next time you go online.

Familiar Microsoft Outlook environment

Work with Microsoft CRM sales information and functionality quickly and easily from Outlook.

Separate personal data from CRM data

With Microsoft CRM Sales for Outlook client, you can maintain your personal contacts, appointments, e-mail and tasks separately from your CRM information.

Create mail merge documents

The Outlook client enables you to use Microsoft Word to create mail merge communications with your Microsoft CRM customers and contacts. Using mail merge, you can: Create new templates or use an existing one to generate form letters. Send form letters to contacts. Resend old letters to new recipients. These letters are associated with each recipient's record and saved to the Microsoft CRM database as activities.