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Microsoft CRM updates


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Integration with Office 365, Azure Machine Learning and Cortana, users will benefit in a variety of ways.

Office 365 and Outlook: Seamless integration

With Microsoft CRM’s new app for Outlook, you can extract, display and share CRM data right within your email message. Directly within Outlook you can search all CRM data all across your organization and present it within the context of a specific email. You can also track and share this extracted data with your select group of users. This is a practical function that is applicable just about anywhere. You’re not restricted to using this capability while only at your desktop, laptop or traditional office environment. You could be on the go with your phone, and your CRM data sharing capabilities go where you go.

Be sure with Azure Machine Learning

Want to give your sales reps an extra gear? Azure Machine Learning does exact that! For any given customer, you’ve already taken note and recorded the item(s) in

which they’ve expressed interest. CRM and Azure Machine Learning enhance the customer experience by providing a cross sell recommendation. This intuitive capability examines trends and all of your historical CRM data, applies and analyzes that data in a model and comes up with a cross sell recommendation. So, in addition to those items in which your customer has already expressed interest, this intuitive analysis will be able to tell your seller about the best cross sell for a specific deal.

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Cortana takes sales and customer support a step further

Cortana bridges the gap between accessibility of CRM and personal data while on the go. With these new CRM updates users can harness the power of business data through the convenience of their mobile device. In Cortana, everything from an account, pipeline and open customer cases, are accessible as you launch the CRM mobile app to extract and examine data. Cortana allows you to see and examine all CRM data in conjunction with one notes and previously uploaded docs.

And when it’s time for an accounting system for your company, consider Gravity Software®. Gravity is the number 1 accounting system written on the Microsoft Power Platform (aka Dynamics 365 CRM), fully integrated and in the cloud. There’s no need to manage two separate systems.

Gravity helps companies grow by unlocking information and reducing friction. Our goal is to fill the gap between entry level accounting software like QuickBooks and expensive ERP applications like Sage Intacct. Learn more and schedule your online demo today. Just say GO!

Gravity Software

Better. Smarter. Accounting.

 

 

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