September 2011
Intermediate to advanced
1008 pages
24h 27m
English
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.

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