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Gmail is one of the most popular free email clients, for a good reason. It’s simple, organized, does a great job filtering out spam, and provides free POP and IMAP options. This is why it’s really no surprise that so many people want to use it for personal and business purposes.
Gmail’s ubiquity and adoption inspired us to create a Chrome extension for the Dynamics CRM Integration with Gmail. Our goal was to create a way for people to perform the most common CRM tasks directly from Gmail, such as tracking emails, working with activities and creating records and contacts. Based on initial success and user uptake of the original implementation, today we’re releasing a new version of our Dynamics CRM Integration for Gmail Chrome Extension with improved functionality, and a great new look that fits right into the Google style.
Our aim with Dynamics CRM Integration for Gmail V3 is to make email tracking easier, so that users are not forced to take extra steps in organizing a CRM workflow. This is achieved with a new user interface and experience which fits seamlessly into the Gmail design for quick access to all CRM email tracking tools within the extension.
Now users are also able to quickly create new CRM entities directly from Gmail. All necessary attributes and set up options for relationships are included within the “Track Email” option. Users need only click save and close CRM and the new record will appear in the Gmail extension.
The new version also allows for users to get a quick glance of any emails currently being tracked with Dynamics CRM with green arrows, versus those which are not being track marked with red arrows.
As with previous versions, tracking emails can be set by “Record Type” within the “Set Regarding” tab in the “Track Email” option. This is a CRM iFrame connecting directly to your account in Dynamics.
Users are now able to sync their Dynamics CRM calendar with Gmail or their Google Calendar with Dynamics CRM. For those of us who have several calendars on many different clients, this is a huge value add.
The “Activities” tab for version 3 of Dynamics CRM Integration for Gmail has been completely redesigned to support all types of CRM Activities. The “Activity” card displays detailed information snippets such as due date, time and duration, subject, priority, and descriptions (short and long versions). All activity fields are clickable and users can quickly open each “Activity” in CRM. In addition, we added the ability to filter, sort and search activities. Similar to the Dynamics CRM view/functionality, right in your Gmail. Finally, there is a new option to quickly create any type of “Activity” directly from Gmail to further the efficiency of your time and strategy.
Dynamics CRM Integration with Gmail works great with Global Search and Global Preview applications. These separate tools for Dynamics CRM allow users to search, view, and navigate their CRM entities in one place. All tracked emails, contacts, leads, etc., created in Gmail will be available immediately in Dynamics CRM and in Global Search results.
Dynamics CRM Integration for Gmail is now available on the Chrome Web Store and we are offering a 14 day free trial. Click here to add the Dynamics CRM Integration for Gmail Chrome Extension to your browser now!
Data is a fundamental source of value; while this has become a truism, the power of the statement is still lost on many organizations which believe in this idea theoretically, but haven’t taken practical steps to ensure the idea is actionable. Inherent in this notion — that data has become this phase of history’s most valuable resource– are two core ideas: First, that organizations must find ways to sustainably harness data and, second, that the data resource is too important to be sequestered in the realm of “experts.”
These coupled ideas suggest that a truly agile, automated, governed, secure, and democratized data infrastructure is the next big thing for all organizations. Data is indeed the new oil.
This analogy is powerful because it is both broad and deep. While oil was undoubtedly the commodity of most “value” for almost a century, accessing it at scale and using it optimally were no average feats. Nor was it easy to create a technology ecosystem that allowed “normal” people to access the benefits of abundant and plentiful oil. In fact, entire industries were built around exploration, refining, marketing, and other elements of the oil “supply chain.” Taking the idea further, entire swaths of infrastructure were built for optimal use of oil by a hungry industry and an increasingly affluent society.
Data will go through this same evolutionary process. And while it is not a natural or “material” commodity, it has to be managed just like oil.
What is needed is a plan for Data Infrastructure that allows at once for the broad and agile use of data without compromising the sanctity of certain data, or the infrastructure itself. This must be done at scale and in accordance with the inevitable change that occurs in all business scenarios.
In the lexicon of business, this means that a Data Infrastructure must at once serve business users who are hungry for growth and who are driven by the “power of now” and the IT organization that is rightly concerned with security, governance, and compliance.
The maturity of this Data Infrastructure is an essential element of the plan. Data sources change, new sources come online, and over time, changes occur in the world of compliance (witness GDPR to understand how tectonic changes can be legislated) – the dynamic nature of data calls for a flexible and assimilative infrastructure that requires upfront thought.
Necessary elements of this are:
1. Ensuring that the infrastructure is not “locked” or brittle so that it can accommodate the changes in data sources- both in type and number
2. Ensuring that the infrastructure allows for the scales use of data, and does not require great “expertise” to wield the data in an actionable fashion
3. Accommodating the need for agility while not compromising security and governance
4. Driving harmony between business users and IT by automation
Put differently, all organizations will be judged by the maturity of their data infrastructures. In a world in which the differential management and utilization of the data resource will be the axis on which success or failure is determined, focusing now on the right data infrastructure is the clarion call that all executives and owners must heed.
Constantine Korovkin is the COO and Co-Founder of Akvelon. He is passionate about excellence in execution, building successful high-tech businesses, project management, exceeding clients and customers expectations in every way.
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