Special Edition Using® Microsoft® CRM

Summary

The Microsoft CRM Sales for Outlook (CRMSO) client is a simple, yet effective, way to get your sales users working with CRM. The CRMSO client has the same basic interface as the Microsoft CRM Web client, but it is embedded in Microsoft Outlook. With CRMSO, the user is able to take their CRM data offline for use when no network connection is available.

CRMSO is heavily integrated with Microsoft Exchange so the user has a single place to manage all CRM and non-CRM Contacts, Tasks, Appointments, Activities, and Emails. The solution provides sales users with a single portal through which they can manage all their work.

CRMSO provides tight integration with Microsoft Word to allow users to create merge letters, envelopes, and emails using ...