There are various ideas that I am sure a lot of people have surrounding improvements to our Outlook integration. Below are a few of mine:
Save to CRM availability via the Outook Web App & Mobile app.
"Create a Contact" functionality from Outlook using contact email address, contact card and signature data.
Outlook App (like LinkedIn Outlook app) that allows for contact, lead & problem Prospect365 drill down.
Make the process of saving emails to Prospect365 more of a "1 click" process using an Outlook side panel with matching records and their appropriate .
Improved Outlook Calendar integration to allow for the visibility/linking of Outlook appointments in to Prospect365 CRM. (https://youtu.be/Ev5QfABB8uU?t=3m3s)
ADMIN RESPONSE
Jan 26, 2022
This sounds like a great idea and one we will consider for a future version.
MS Dynamics have also introduced a great looking Outlook app that works across all its platforms (desktop, web and mobile). https://www.youtube.com/watch?v=Cp6h9ItFqZI