How to Use Microsoft Dynamics CRM 2011 Outlook Client
Microsoft Dynamics CRM Native Outlook Client allows users to access the full capabilities of Microsoft Dynamics CRM 2011 through the Microsoft Office Outlook interface. This allows your organization to utilize both Dynamics CRM 2011 AND Microsoft Outlook as one holistic system. Although your Dynamics CRM 2011 can be accessed through a web client, you can also access information, customize, and personalize CRM from within Outlook. In addition, you can track emails, convert leads, customize views, and much more.
A new feature to the Native Outlook Client for Microsoft Dynamics CRM 2011 is the ‘Solutions’ area in the left navigation field.
Here we can see all your Dynamics CRM 2011 features without having to switch back to a different application. Also from within Outlook, you can select your desired entity to work on. Another new feature contained in the ‘Next Generation Outlook Experience’ is the ability to customize your view settings. By clicking ‘View Settings’ from the View tab, you can format and personalize the view. Select from various options including: Columns, Group By, Sort, Filter, Conditional Formatting, and more.
You are able to track all of your emails, appointments, tasks, etc. in Dynamics CRM with the click of a button. By selecting the ‘Track’ button from the Home tab of Outlook, your activity will automatically track to the previously designated record in CRM. If you have not previously specified a CRM record for this activity you can search and select the record by clicking the ‘Set Regarding’ option next to ‘Track’. A lookup window will appear from which you can find the record.
Also you can convert, add a connection, and view the record in CRM with the additional options in the CRM section of the Home tab.
Save time using the sophisticated yet simple Native Outlook Client for Microsoft Dynamics CRM 2011. This powerful tool has a vast array of capabilities that helps users customize and personalize the presentation of their data to improve efficiency and productivity.
What’s your favorite new feature in Microsoft Dynamics CRM 2011?
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