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Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Improved Outlook Integration

Redesigned and using MAPI objects for Outlook integration, Microsoft Dynamics CRM 2011 truly lives within Outlook:

• Information from the entity is available and can be configured to be displayed based on preference directly within Outlook.

• Visualizations or charts are available directly within Outlook.

• Conditional formatting options are available.

Figure 1.11 shows a basic e-mail that is tracked in CRM, but the CRM information is available at the bottom part of the e-mail and is directly navigable by clicking it.

Figure 1.11 Tracked e-mail in Outlook.

image

Figure 1.12 shows Microsoft Outlook with the Accounts selected. ...

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Publisher Resources

ISBN: 9780132682084Purchase book