10 things to know about Microsoft Dynamics CRM for Outlook
Microsoft Dynamics CRM for Microsoft Office Outlook is an add-in for Microsoft Dynamics CRM that is installed on a desktop or laptop computer. Microsoft Dynamics CRM for Outlook brings Microsoft Dynamics CRM into the every-day Outlook experience by displaying the Microsoft Dynamics CRM areas as sub-folders in the Outlook mail folders. With a few exceptions, all of the same functionality is available, including set-up and configuration features.
10 things to know to get started
And 2 more things, if you upgraded from Microsoft Dynamics CRM 3.0 for Outlook
10 things to know to get started
1. Download and Install Microsoft Dynamics CRM for Outlook on your desktop or laptop computer
NoteConfigure Microsoft Dynamics CRM for Outlook
3. Access Microsoft Dynamics CRM through new CRM toolbars, menus, and folders in Outlook
4. Set your e-mail options in your Microsoft Dynamics CRM for Outlook personal options
5. Get your Outlook contacts into Microsoft Dynamics CRM
6. Track Outlook tasks as Microsoft Dynamics CRM activities
7. Set and view the Microsoft Dynamics CRM regarding record from Outlook
8. Access Microsoft Dynamics CRM e-mail addresses from the Microsoft Dynamics CRM for Outlook
9. Synchronize Microsoft Dynamics CRM for Outlook manually
10. Identify and fix some issues in Microsoft Dynamics CRM for Outlook
And 2 more things, if you upgraded from Microsoft Dynamics CRM 3.0 for Outlook
• The Settings area area is now available in the Microsoft CRM folder.
• The Service Calendar area is now available in the Microsoft CRM folder.
Related Links
Getting your personnel started with Microsoft Dynamics CRM for Outlook
Import your Outlook contacts into Microsoft Dynamics CRM
See original article at http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/10stepstoOC.aspx