Chapter 5. Microsoft Dynamics CRM for Outlook

Chapter at a Glance

Microsoft Dynamics CRM for Outlook

In this chapter, you will learn to:

Access Microsoft Dynamics CRM records within Microsoft Dynamics CRM for Outlook.

Synchronize contacts, tasks, and appointments between Microsoft Dynamics CRM and Outlook.

Create and track Microsoft Dynamics CRM contacts, tasks, and appointments in Outlook.

Send and track e-mail messages in Microsoft Dynamics CRM for Outlook.

Delete records in Microsoft Dynamics CRM for Outlook.

Go offline with Microsoft Dynamics CRM for Outlook.

Configure a local data group.

Microsoft Dynamics CRM offers a Microsoft Dynamics CRM for Outlook interface in addition ...

Get Microsoft Dynamics® CRM 4.0 Step by Step now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.