Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management

5.11. Dynamics CRM Client Selection

Microsoft CRM 4.0 is available for access from the following three client options:

• The Microsoft CRM Web Client

• Microsoft CRM for Outlook

• Microsoft CRM for Outlook with offline access

It is important to select the client most appropriate to your organization and the specific end user.

The Microsoft CRM configuration and customization implemented for your organization is reflected simultaneously across each client access mechanism. There is no need to configure or customize the application for various client applications if the configurations were performed within the standard Microsoft CRM customization framework. However, some features and client requirements may dictate the most appropriate client option for ...