Unit4 PSA Demo: Outlook Integration Flashcards
Demo - Outlook Integration: Our solution sits on the Microsoft Power Platform so you might be wondering why we’re actually looking under your Outlook environment.
We actually integrate directly into your Outlook so instead of working with multiple solutions, remember that slide I showed you earlier with the digital transformation and all those different applications that you’re working with, we’re giving you one application, one platform to work from.
If you use Microsoft productivity tools within your organization, I’m sure you’re all familiar with Outlook.
So what I want to show you here is that if you have a look at your emails, we receive multiple emails on a daily basis and this is what we refer to as unstructured data.
Demo - Outlook Integration: Combining your Outlook with Dynamics 365 and with PSA, you start taking your unstructured data and create structured data out of that so if I click on a specific email, it can be integrated with actionable data in your Dynamics environment so you’d get this little icon you’d launch into the D365 environment and this allows you to start tracking emails with unstructured data that you’re getting on a daily basis in either your opportunities or leads, which depends on whether you’re looking from a sales engagement or projects point of view.
Within our environment, we can start tracking those emails towards your actual projects
Demo - Outlook Integration: I’ve created a project which I’m going to be showing you and I can track this email towards my specific project, which I’ve created within the solution.
So now what happens is that I start taking my unstructured data and I start assigning it towards projects and here you can now see I have a specific project that I’m working on.
I can see the company that it’s actually associated with and this is the entity that I’m actually working from, which gives me an overview of the actual contact details, who the person is and more.
