Business Software : MS Dynamics CRM for Outlook

By: GT Kimberly

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.

One of the biggest advantages is that, after the add-in is installed, Microsoft Dynamics CRM for Outlook can send and receive Microsoft Dynamics CRM e-mail from Outlook, which simplifies your organization's e-mail setup for Microsoft Dynamics CRM. With one click, Outlook e-mail messages can be tracked in Microsoft Dynamics CRM and linked to customer records.

To get your personnel started you'll need to do the following task:

1. Set up user records to manage e-mail with Outlook.

Your personnel then have two tasks to complete:

1. Install Microsoft Dynamics CRM for Outlook on their computers.

2. Set up their personal options to allow Outlook to send e-mail on their behalf.

• In the Navigation Pane, click Settings, click Administration, and then click Users.

• Double-click a user record. The User form appears.

• Under E-mail Access Configuration, select Microsoft Dynamics CRM for Outlook. E-mail is sent and received with Microsoft Dynamics CRM.

• Click Save and Close.

After you set up your personnel to use Microsoft Dynamics CRM for Outlook, you need to inform them that they need to install . If your organization uses workflow or mail merge, to send mail automatically on behalf of users, each person needs to set the personal option to allow Outlook to send e-mail with the personnel's name as the sender.

As a suggestion, create an e-mail template with the boilerplate. You can send direct e-mail to new users, which they will receive in Outlook. Step-by-step procedures on how to create e-mail templates and send direct e-mail are in the Help. You will need to provide your company URL [yourcompanyURL] for Microsoft Dynamics CRM in the e-mail message.

To learn more, click

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