In this webinar, our experts showcase a variety of demo use cases of how different components of the...
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.
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:
Happy CRM'ing!
For me it seems that in these days it is silly trying to create CRM system for your own company without any suitable resources. Like my company adopted this type of program- SenServe CRM Solutions, and I believe it was the best decision I have ever made.
Alex Fagundes – CRM MVP | http://www.powerobjects.com | Office: 612.339.3355 x114 | Cell: 612.245.2342 | Email: Alex.Fagundes@PowerObjects.com Minneapolis | Atlanta | Chicago | Cincinnati | Dallas | Omaha | Philadelphia | New York | Seattle | Toronto
A very often heard question - "Oh, nice, we can track all incoming mail from CRM contacts/leads/accounts. What about all outgoing mail to CRM contacts/leads/accounts? Why do we have to track them manually (because tracking everything is not a good option for us)?" Can you answer that?