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What is your Vue? Do you want to View Data in Outlook with the CRM Outlook Client?

by benvollmer 11. December 2009 23:18

I have been working wit LinkPoint360 for the past 10 or so years. They have the leading Lotus Notes client for Microsoft Dynamics CRM. Well, they are at it now with Outlook!

LinkPoint360 has introduced LinkPoint Vue, an Outlook Add-on for Microsoft CRM that allows immediate access to your CRM data as you are viewing your inbox in Outlook. LinkPoint Vue increases user productivity by providing immediate access to your CRM data and one click access the functionality you need within Microsoft CRM.

MSCRM_Outlook

LinkPoint Vue provides customers increased productivity and adoption by having the CRM data available as they read their email in their inbox. No more having to search for it by navigating through Microsoft CRM!

Some Features:

  • Instantly view Contact information from Microsoft CRM in your Outlook for each recipient of an email.
  • Quickly view Opportunities, Cases, Notes, Tasks and Event data from Microsoft CRM.
  • View, Edit, or Create a new Contacts, Leads, Opportunities, or Cases directly from LinkPoint Vue with the click of the mouse.
  • Click-to-record the email right into a contact, lead, opportunity or case in Microsoft CRM.
  • Create a case directly from an email
  • Click-to-dial a phone number using VoIP telephones.
  • Get maps and directions to the contact’s address with just a click of the mouse.

Product Overview (PDF)
www.linkpoint360.com/Vue/Resources/LinkPoint360_Vue_MSCRM.pdf

Product Overview Video

http://www.linkpoint360.com/Vue/Resources/VueOverviewMSCRM/VueOverviewMSCRM.html

Installation & Configuration Tutorial

http://www.linkpoint360.com/Vue/Resources/LinkPoint360_Vue_MSCRM_Installation.pdf

Try it out, it only takes about 2 minutes to install and configure:

www.LinkPoint360.com/vue/setup/LinkPointVue.exe

MSCRM_Contact_menu  

MSCRM_Opp_Menu

Tags:

ISV News

Comments

1/1/2010 2:05:00 AM #

excellent find – thanks. during this slow week, i had time to kill and tried it. i love the email-to-case feature. so easy and effortless - everything about everybody right there.


4/11/2010 12:02:00 PM #

Looks pretty interesting.


I will need to check it out.


Thanks for the post.


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