Configuring E-mail Based on Your Preferences

Some configuration settings are unique to every user of Microsoft Dynamics CRM. One of these configuration options is the choice of how your Outlook address book is handled. Figure 13.13 shows the options.

Figure 13.13. E-mail choices.

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To display the user preferences in Dynamics CRM 2011, you need to select File, Options.

There is also an E-mail tab, as shown in Figure 13.7. It’s worth thinking hard about how you want to track e-mail because there are advantages and disadvantages to all the e-mail tracking options. For instance, consider the option to automatically track all e-mails. The benefit: The ...

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