Microsoft Dynamics CRM2OneNote
November2
Description
The Microsoft Dynamics Snap for Microsoft Office OneNote 2007 integrates the Microsoft Dynamics CRM system with the note-taking capabilities of OneNote 2007. In today’s business world, collecting customer information is essential to building customer relationships and a sales pipeline. CRM2OneNote provides sales representatives with a streamlined process for capturing, storing, and finding relevant customer notes which can contain images, audio recordings, embedded files, and other rich information.
The WhitePaper has screenshots and a better description.
Found via the Groove Advisor blog.
I haven't yet installed things and gotten it all up and running — meaning I am not sure if the functionality is already there or if this could be a wish list item — but the one thing that immediately came when I read this post was that a OneNote PowerToy for Small Business Manager to OneNote would be a great idea, as well.
I've watched others use Small Business Manager over the past few weeks, which has led me to install it from the second DVD in the Office 2007 Ultimate setup. I am getting things all set up to use that tool over the weekend, but being able to send stuff from that to OneNote by the click of a button would be ideal!
I haven’t yet installed things and gotten it all up and running — meaning I am not sure if the functionality is already there or if this could be a wish list item — but the one thing that immediately came when I read this post was that a OneNote PowerToy for Small Business Manager to OneNote would be a great idea, as well.
I’ve watched others use Small Business Manager over the past few weeks, which has led me to install it from the second DVD in the Office 2007 Ultimate setup. I am getting things all set up to use that tool over the weekend, but being able to send stuff from that to OneNote by the click of a button would be ideal!
OneNote is definitely a great productivity tool that I use a lot. The integration with CRM is quite clever.