September 2011
Intermediate to advanced
1008 pages
24h 27m
English
The integration with Microsoft Dynamics CRM and Outlook is known officially as “Microsoft Dynamics CRM 2011 for Outlook.” However it is commonly referred to as “the Outlook connector,” and it brings Microsoft Dynamics CRM 2011 into Outlook for a single and unified user experience.
Unlike other applications (or competitors), users can use Microsoft Dynamics CRM within Microsoft Outlook. Additional benefits include
• Integrated e-mail tracking options
• Ability to quickly convert e-mails to Cases, Leads, or Opportunities
• Add Connections
• Visualize data quickly and easily
Figure 13.2 shows Microsoft Outlook with the Microsoft Dynamics CRM client installed.
Figure 13.2 Microsoft Dynamics 2011 for Outlook. ...