LinkPoint Connect Desktop Edition for Microsoft Dynamics CRM

Connect your Microsoft solutions for a seamless sales process experience. LinkPoint Connect brings together the work you do in Outlook and the records you need to update in Microsoft Dynamics CRM…without duplicate data entry! LinkPoint Connect simplifies your workday¬†– view, create, and sync data to Microsoft Dynamics CRM without changing how you work in Outlook.

AVAILABLE FOR
OutlookIBM Notes

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Stop switching between email and Microsoft Dynamics CRM!

With LinkPoint Connect, users can view and create any Microsoft Dynamics CRM entity from within Microsoft Outlook or IBM Notes. Our flexible integration allows users to record emails, create new contacts or leads, and automate synchronization of contacts, calendars, and tasks.

Save time. Work efficiently. Close more deals.

How It Works

View real-time data from Microsoft Dynamics CRM without ever leaving your email. Click on an email, and the LinkPoint Connect Side Panel instantly displays that contact’s information as it appears in Microsoft Dynamics CRM.

  • View Microsoft Dynamics CRM data inside Microsoft Outlook and IBM Notes
  • Launch CRM records, VoIP calls, and driving directions with a single click
  • Toggle between related contacts for specific emails based on To, Cc, and Bcc field data
  • Customize the record types and custom entities you want displayed

Record emails to Microsoft Dynamics CRM when sending messages. LinkPoint Connect makes it easy to associate emails with the right contacts and opportunities with just a few clicks.

  • Record emails easily when sending messages
  • Control where and how emails are recorded
  • Choose to include attachments when recording emails
  • Schedule follow up tasks for yourself based on your contact’s status and needs
  • See which emails have already been recorded to Microsoft Dynamics CRM

Create new records with ease Рand without the hassle of copy and paste actions between your email and Microsoft Dynamics CRM. LinkPoint Connect makes data entry simple.

  • Drag and drop an email signature to create new contacts, leads, and accounts
  • Auto-populate fields in Microsoft Dynamics CRM when creating new contacts
  • Create new opportunities, events, and tasks for specific records with an easy add button
  • Remain compliant with Microsoft Dynamics CRM required fields

Sync what you want, where you need it. Users can set LinkPoint Connect to sync contacts, calendars, and tasks between systems. Create items once and they appear in your email client and Microsoft Dynamics CRM.

  • Choose one-way or two-way sync between email and Microsoft Dynamics CRM
  • Set independent rules to sync contacts, calendars, and tasks
  • Select manual sync to push specific items to your CRM or back to email
  • Use the Summary Screen to check your work to ensure accuracy
  • Schedule automatic sync to run when it’s most convenient for you

Customize your integration to match your existing processes. LinkPoint Connect supports custom fields and custom entities, putting the data specific to how you do business at your fingertips.

  • Choose the custom fields and entities you want to access in Microsoft Outlook or IBM Notes based on your Microsoft Dynamics CRM set up
  • Provide your requirements to the LinkPoint360 team
  • View and work with your custom entity data directly within Microsoft Outlook or IBM Notes

Features

LinkPoint Connect is designed to innovate how users work and foster productivity. It's never been easier to streamline how you work between Microsoft Dynamics CRM and Microsoft Outlook or IBM Notes.

$16 per user/month
Microsoft Outlook Editions Office 365, 2016, 2013, 2010 (32 & 64 bit)
Supports IMAP and POP3
Microsoft Dynamics CRM Editions CRM 2016, 2015, 2013 & 2011 (online & on-premise)
Microsoft Windows Versions Windows 10, 8, 7, Vista, and XP (32 & 64 bit) including Surface Pro devices
Virtual Desktop Environments Including, but not limited to, Citrix, Terminal Services, and VMware

Subscriptions are billed annually. 10% discount available for non-profits. Volume discounts available starting with subscriptions of 4 licenses or more. Call or email sales@LinkPoint360.com for a custom quote.

$19 per user/month
IBM Notes Editions Versions 9.x, 8.x, 7.x, 6.x (Basic & Standard)
Supports IMAP and POP3
Microsoft Dynamics CRM Editions CRM 2016, 2015, 2013 & 2011 (online & on-premise)
Microsoft Windows Versions Windows 10, 8, 7, Vista, and XP (32 & 64 bit) including Surface Pro devices
Virtual Desktop Environments Including, but not limited to, Citrix, Terminal Services, and VMware

Subscriptions are billed annually. 10% discount available for non-profits. Volume discounts available starting with subscriptions of 4 licenses or more. Call or email sales@LinkPoint360.com for a custom quote.