With the Microsoft Sales for Outlook client in Microsoft Dynamics CRM, all customer information can be managed from Microsoft Outlook. Sales, lead information, marketing pitches—everything you need to stay connected with customers. And because this information can be available company-wide, all employees have the power to see client histories and respond effectively to questions and requests.

Microsoft Excel works with Microsoft Dynamics CRM to give businesses a new way to understand the impact of changes in sales, pricing, clients, and contacts. Data about sales and other business activities is easily imported to Excel from Microsoft Dynamics CRM, making it easy to run scenarios, reports, and graphs for all aspects of a business. And data can be imported into Excel in three ways: As a static table, a dynamic table, or a PivotTable dynamic view. With the latter two methods, Excel automatically updates data as it is changed within Microsoft Dynamics CRM.

Use data from Microsoft Dynamics CRM to target customers for marketing and sales campaigns using Microsoft Office Word and Microsoft Office Publisher. It's easy to select customers for a letter or marketing initiative—and personalized messages take only minutes with Publisher.