Integrating with Other Microsoft Products

In addition to the integration with Outlook discussed in the previous section, Microsoft Dynamics CRM integrates with several other Microsoft software applications:

  • Microsoft Office Excel. You can export your CRM data into Excel with the click of one button and create Excel files that dynamically update when data in the CRM system changes.

  • Microsoft Office Word. You can use Word to create mailings (such as letters and envelopes) to your customers by performing a mail merge in Microsoft Dynamics CRM. This integration also allows you to save copies of the mail merge documents.

  • Microsoft Office Communications Server. You can access features of Microsoft Office Communications Server (such as instant messaging and presence information) directly within Microsoft Dynamics CRM to improve team collaboration.

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