Here is a quick, helpful tip for those who use their Microsoft Dynamics CRM Outlook client. In the personal options of Microsoft Dynamics CRM 2011 and Microsoft Outlook, users can have different settings in the task windows and appointment fields from other system user(s). Out-of-the-box CRM 2011 has unmarked select forms to use for activities as a default. Below highlights the four activities: appointment, contact, task, and e-mail, which are unmarked by default in Dynamics CRM 2011, but have been manually checked for this example.
There are a few limitations with this Dynamics CRM 2011 default setting:
- If you have each box unchecked you can only see the Outlook fields and not the CRM fields.
- If your user(s) are set to use the Outlook version of the page with fewer fields, a number of fields on the task entity will not appear from their system(s).
Although there are some limitations to this setting, CRM 2011 defaults these to personalize your Outlook and CRM activities. For example, a recruiter at a staffing organization may have an appointment activity modified to include items related to an interview such as an attached check list for what the candidate needs to bring to an interview. Defaults in the Outlook client may restrict the recruiter from seeing this modification. Check your default settings in Microsoft Outlook and Microsoft Dynamics CRM 2011 to ensure task fields and email entities are checked correctly.
Whether you want to set-up an appointment with a current client at your staffing agency or send an email to an applicant, Outlook and CRM allows you to personalize your daily activities. These defaults can also be replicated on any mobile device, so you can take your appointments, tasks, contacts, and emails anywhere you go.
Learn how Microsoft Dynamics CRM 2011 can integrate with your staffing software.