Q&A
Q. Is it possible to pull leads into Dynamics CRM from an Excel Spreadsheet?
A. Yes. Microsoft Dynamics CRM offers Excel templates that can be populated and then uploaded into Dynamics CRM.
Q. Can David associate his notes on Janice with her record in Microsoft Dynamics CRM?
A. Yes. Notes can be associated with records in Microsoft Dynamics CRM.
Q. When an appointment is created in Outlook, what does it look like when synchronized with Microsoft Dynamics CRM?
A. An Outlook appointment becomes a Microsoft Dynamics CRM activity of type Appointment. It displays on the activity views.
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