Microsoft Dynamics® CRM 2011 Step by Step

Chapter 5. Using Microsoft Dynamics CRM for Outlook

Chapter at a Glance

In this chapter, you will learn how to

• Accessing CRM Records Within Microsoft Dynamics CRM for Outlook

• Accessing CRM Settings Within Microsoft Dynamics CRM for Outlook

• Synchronizing Contacts, Tasks, and Appointments

• Creating and Tracking Contacts

• Using the Add Contacts Wizard

• Creating and Tracking Tasks and Appointments

• Sending and Tracking Email Messages in Microsoft Dynamics CRM for Outlook

• Deleting Records in Microsoft Dynamics CRM for Outlook

• Going Offline with Microsoft Dynamics CRM for Outlook

• Configuring Synchronization Filters

Microsoft Dynamics CRM offers a Microsoft Dynamics CRM ...