Access Microsoft Dynamics CRM 2011 Records in Microsoft Outlook
1Staff will open up to the Contact record that has been created for this candidate. From here select E-mail a Link from the ribbon.
Then address the email to the appropriate email recipient and add any text. The subject line will default to the contact/candidates name. The email will also contain the link to the record which the HR Supervisor can then open and access all the pertinent information relating to the candidate including open Applications, active Assignments, etc. After sending the link, you can set an activity for Adam by adding a Phone Call, Task or running a workflow right from Adam’s entity to remind you to call Adam back after the recruiter looks over his record.
To view an application, in the left pane, select Applications.
Then select Adam Pierzynski’s application.
From the Application window, you can e-mail the candidate’s résumé, schedule an interview, or whatever else fits your agenda. Essentially, you’re in 1Staff without actually being in 1Staff.
This functionality isn’t limited to candidates and their associated 1Staff Contact records. Using one simple search and one simple click, you can gain direct access to any Job Orders, Applications, Assignments, or Accounts from the comfort of your Microsoft Outlook client, without having to be in 1Staff.
Learn how 1Staff can be catered to fit the needs of your staffing company.