Instant Access to CRM Data: Improving Sales Efficiency by Composing Emails in Outlook

Managing multiple projects often means constantly updating stakeholders with the latest information on timelines, budgets, and client feedback. For many project managers, this usually involves digging through CRM systems for updates, manually copying details, and attaching them to emails, a tedious and time-consuming task. There’s always the added pressure of ensuring the shared information is… Read More »

The post Instant Access to CRM Data: Improving Sales Efficiency by Composing Emails in Outlook first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.