Microsoft Outlook + Microsoft Dynamics CRM

LinkPoint Connect for Microsoft Outlook + 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.

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Stop switching between Outlook and Microsoft Dynamics CRM!

With LinkPoint Connect, users can view and create any Microsoft Dynamics CRM entity from within Outlook. 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.

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How It Works

View real-time data from Microsoft Dynamics CRM without ever leaving Outlook. Click on an email in Outlook, 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 Outlook with seamless integration
  • Launch specific 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 to see in Outlook
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Record emails to Microsoft Dynamics CRM when sending messages from within Outlook. LinkPoint Connect makes it easy to associate emails with the right contacts and opportunities with just a few clicks in Outlook.

  • 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
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Create new records with ease…and without the hassle of copy and paste actions between your Microsoft products. LinkPoint Connect makes data entry simple by bringing your email and CRM together at last.

  • 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
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Sync what you want, where you need it. You work differently in Outlook and Microsoft Dynamics CRM throughout the day. Save time and hassle by creating items once and having them sync to all the places you need them. Users can set LinkPoint Connect to sync contacts, calendars, and tasks between systems.

  • Choose one-way or two-way sync between Outlook 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
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Customize your Outlook and Microsoft Dynamics CRM integration to mirror your current workflows. LinkPoint Connect supports custom fields and custom entities, putting the data specific to how you do business at your fingertips in both your email and CRM systems.

  • Choose the custom fields and entities you want to access in Outlook 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 Outlook
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Features

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

System Compatibility

Microsoft Outlook Editions 2013, 2010, 2007 (32 & 64 bit) (Click-to-Run)
Microsoft Dynamics CRM Editions CRM 2013, CRM 2011, Version 4 (online & on-premise)
Microsoft Windows Versions Windows 8, Windows 7, Windows Vista, Windows XP (32 & 64 bit)
Virtual Desktop Environments Citrix and Terminal Services
$5 per user/month *
LinkPoint Connect for Microsoft Outlook + Microsoft Dynamics CRM
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or try it free for 7 days

* Subscriptions are billed annually

10% discount available for non-profits. Volume discounts available.
Please call for pricing regarding Virtual Desktop Environments (Citrix/Terminal Services).