Outlook Utilities

Hi all:

I've also been working on some utilities for Outlook and CRM to enable enhanced usability of CRM functions from within Outlook.

The first screen shows a panel displaying CRM contacts when creating a new Outlook message, and mail recipients can be added to the "To" box by simply clicking a name.



The next screen shows the user receiving an email, and they can right-click and choose "Show CRM Contact" and the contact screen from CRM will load. This saves leaving the email, going to Sales, Clicking contacts, etc.