The Outlook Plug-in operates within full version Outlook XP or newer. It installs and connects to the Web Service enabling Team Users to operate within Outlook without compromising the collection of key datasets that should be connected to Projects, Events, Issues or Stakeholders.
From within Outlook you may save emails to any record in the SRM system including Individual or Organization Stakeholder records, as well as any record that is related to these records, for example an Activity or an Issue.
You may also create new records from Outlook based on an email, for example an Activity for a specific Stakeholder. Once the record is created you may now save the Email to it for historical tracking purposes.
Team Users may utilize the power of the Outlook Plugin to manage incoming and outgoing email that relates to the Stakeholder and Issue Management process.
All email remains in the Email server and is only copied to the SRM system whereby it is now available for other Team Users.
Sign off by email to specific Issues could easily be saved to the related Issue to document the completion process.