There are a number of configurations that can be made to enhance a user’s experience using Dynamics CRM within Outlook. (If you still need to install the Outlook Client, you can refer to our blog How to Install Dynamics CRM for Outlook.)
Here are a few things that will hopefully help you out in configuring Dynamics CRM for Outlook.
Setting Your Personal Options
To access Personal Options, click File > CRM > Options.
The following instructions will tell you what settings are available under each tab.
Under the General tab
- Show “Get Started” pane. Un-check this box to remove the “Get Started” pane from Dynamics CRM. This will give you more screen space while navigating.
- Records Per Page. Increase this number to show more records per page (up to 250 per page).
Under the Workplace tab
- Here you can select which group of entities will show under My Workplace.
Under the Email Tab
- Check incoming email. Check this box to have Dynamics CRM automatically check to see if an email should be tracked.
Track. If you select the “Check incoming email” option above, you can determine which emails will be automatically tracked. Note: We do NOT recommend using the “All e-mail messages” option as this will take up considerable space and potential to track unwanted emails in Dynamics CRM.
- Automatically create records in Microsoft Dynamics CRM. This is turned on by default. When this is enabled, if Dynamics CRM cannot find the email address on a tracked email, then a lead or a contact record will be automatically created. Note: Some organizations may want to keep this functionality turned off as there is potential for duplicate records.
Under the Synchronization tab
- Synchronize the CRM items in my Outlook folders every – With this checked Dynamics CRM will automatically sync. This is on by default. For some organizations to help performance – it is best to increase the interval time to 60 minutes or more.
There you go! Several great tips for configuring Microsoft Dynamics CRM for Outlook. If you want even more info, check out some additional blogs on the topic:
- How to Stop Outlook Contacts from Syncing Automatically to CRM
- Using Favorites and Shortcuts in Microsoft Dynamics CRM for Outlook