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Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide by Danny Varghese

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Chapter 6. Managing CRM 2011 Outlook Client

In this chapter you will learn about:

  • The Outlook client
  • Tracking and managing e-mails
  • Tracking appointments and tasks
  • Custom views
  • Conditional formatting

An Overview of the Outlook client

Microsoft has made a concerted effort to make sure that its entire product line can be integrated and be familiar to its customer base. That is, a user using Microsoft Office products and Microsoft Dynamics CRM should be able to intuitively navigate through either product. For example, the contextual ribbon in Dynamics CRM should be familiar to those who have used some Microsoft Office 2007, 2010, or 2013 products.

Microsoft Dynamics CRM 2011 integrates with Microsoft Outlook to provide the same functionality as the web client. ...

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