April 2014
Intermediate to advanced
1176 pages
30h 5m
English
With the Microsoft Dynamics CRM for Outlook client installed, some additional configuration options can be made. To find these options in Microsoft Outlook 2013, navigate to File > CRM (as shown in Figure 15.12):
Set Personal Options—The configuration options shown enable you to set personal and local data options.
Synchronize—Perform a manual synchronization (instead of waiting the default 15 minutes) for data between CRM and Outlook. In addition, it is here where you set the data filters, as shown in Figure 15.13.
FIGURE ...
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