How to Create a Dynamics 365 Follow-up Task from an Outlook Email
How to Create a Dynamics 365 Follow-up Task from an Outlook Email
Never fail to follow up!
Have you ever found it difficult keeping track of who has (and hasn’t) responded to your emails?
Most of us have. Fortunately, there’s a very simple trick that will ensure you won’t lose track of those email chains again!
With the Dynamics 365 App for Outlook, you can create a CRM task to remind you on a certain date in the future to follow up with the contact you are emailing.
And you can do it without ever leaving Outlook!
In this edition of Microsoft Dynamics Secrets, you will learn how to create a task activity in Dynamics 365 from your Outlook email with just a few simple steps.
Create a CRM task from Outlook
1. From email, open the Dynamics 365 App for Outlook:
2. Click on the ellipses (…) at the top right of the Dynamics 365 App pane (highlighted in image above) and select Quick Create Menu:
3. Select Activities, then Task:
4. Enter task details, then click Save and Close:
The task will now appear in both Dynamics 365 and in Outlook, and is set to trigger a reminder from Outlook on the scheduled date and time.
In Dynamics 365:
In Outlook:
Looking for a helping hand with Dynamics 365 CRM?
Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:
- unlimited diagnostic support
- unlimited answers to “How do I …?” questions
- annual system audits
- regular progress calls from a dedicated account manager
- + additional valuable services!
We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!
Do This to Avoid Wasting Time and Money With Your CRM
CRM as the Backbone of Competitive Advantage Investing in a CRM system can either significantly boost your business or, conversely, fail to meet expectations. Enhancing sales growth, operational efficiency, productivity, customer retention, and responsiveness are...
Adding CRM to Your Solution Offering – Not Just a “Nice to Have”
Many MSP’s hesitate to add non-infrastructure solutions to their offerings. There are a lot of reasons for this: Lack of experience with the solution Fear of losing focus on the vital infrastructure solutions that make up the core offerings Uncertainty over the...
5 Reasons MSP’s Should Care About CRM
Every MSP cares about their customers. Reliability. Trustworthiness. Committed. These are the attributes that MSPs want to reflect back to their customers. In an earlier I post I talked about the pain that many customers are feeling because of a CRM install gone bad....
CRM Made Easy For Partners – The Azamba Difference!
Simplified CRM Every large tech company must have processes to make sales and marketing programs work. You obviously can’t have different ways of doing things all the time, so the need for process is important. But it sure can be tough for partners to navigate. This...
How Microsoft Dynamics 365 CRM is CRUSHING Salesforce
Choosing the right CRM is a pivotal decision for any business, especially for small to medium-sized enterprises seeking to streamline operations and enhance customer relationships. When it comes to selecting between leading CRM solutions like Salesforce and Microsoft...
5 Reasons Why Adding CRM to their Solution Set Makes MSP’s More Successful
2024 will be the year of customer retention. Many are forecasting choppy economic waters ahead so it’s incumbent for Managed Service providers to protect their business. At Azamba, we think that partners have a golden opportunity to increase their margins while...
Growing an MSP Business Through P2P: The Low-Risk Approach To Delivering Superior Business Value
MSP’s are naturals at P2P (Partner-to-Partner) sales. Many providers are used to teaming up with the sales teams from the vendors that they normally work with to win new opportunities and grow their customer base. It’s in the DNA of channel organizations. But true P2P...
4 Proven Tricks to Supercharge Your CRM Success!
In today's rapidly evolving business landscape, companies invest heavily in CRM systems to streamline their operations and enhance customer interactions. However, success in implementing a CRM isn't guaranteed. I had a recent call from a frustrated prospect who had...
The CRITICAL Mistake Companies Make After Implementing CRM!
Implementing a CRM system is not a one-and-done task; it's a continuous journey that transforms the way businesses operate. In this article, we'll explore the purpose of CRM and why it's essential to view it as an ongoing process rather than a destination. The...
Plain and Powerful: A Blueprint For Effective CRM
In the world of CRM, success often lies in the art of simplicity. Today, we're delving into the concept of the MVP, not the Most Valuable Player in sports, but the Minimum Viable Product in the realm of CRM. It's a strategy that forms the cornerstone of a successful...
Eric Anderson is the director of the Dynamics 365 practice at Azamba.
With a combined 19 years of experience as a controller, ERP consultant, professional services manager, and CRM evangelist, he strives to deliver the best-fitting solution to each company he has the pleasure to engage with.
Related articles:
Adding CRM to Your Solution Offering – Not Just a “Nice to Have”
Many MSP’s hesitate to add non-infrastructure solutions to their offerings. There are a lot of reasons for this: Lack of experience with the solution Fear of losing focus on the vital infrastructure solutions that make up the core offerings Uncertainty over the...
Adding CRM to Your Solution Offering – Not Just a “Nice to Have”
Many MSP’s hesitate to add non-infrastructure solutions to their offerings. There are a lot of reasons for this: Lack of experience with the solution Fear of losing focus on the vital infrastructure solutions that make up the core offerings Uncertainty over the...
Do This to Avoid Wasting Time and Money With Your CRM
CRM as the Backbone of Competitive Advantage Investing in a CRM system can either significantly boost your business or, conversely, fail to meet expectations. Enhancing sales growth, operational efficiency, productivity, customer retention, and responsiveness are...