Getting Started

Key steps to get started with Microsoft Dynamics CRM Online for Outlook

Microsoft Dynamics CRM Online for Outlook is an add-in for Outlook that you install on your computer. Microsoft Dynamics CRM Online for Outlook brings Microsoft Dynamics CRM Online into the everyday Outlook experience by displaying the Microsoft Dynamics CRM Online areas as folders in the Outlook Navigation Pane. With a few exceptions, this add-in makes all the Microsoft Dynamics CRM Online functionality available to you, including setup and configuration features.

Key steps

  1. Download and install Microsoft Dynamics CRM Online for Outlook on your desktop or laptop computer
  2. Access Microsoft Dynamics CRM Online through new CRM toolbars, menus, and folders in Outlook
  3. Set your e-mail options in your Microsoft Dynamics CRM Online for Outlook personal options
  4. Get your Outlook contacts into Microsoft Dynamics CRM Online
  5. Track Outlook tasks as Microsoft Dynamics CRM Online activities
  6. Set and view the Microsoft Dynamics CRM Online regarding record from Outlook
  7. Access Microsoft Dynamics CRM Online e-mail addresses from the Microsoft Dynamics CRM Online for Outlook

If you upgraded from Microsoft Dynamics CRM 4.0 for Outlook

  • The Settings area and the Service Calendar area are available in Microsoft Dynamics CRM Online for Outlook. Most Microsoft Dynamics CRM Online features are available in the Microsoft Dynamics CRM Online for Outlook Navigation Pane.

Related Links

Applies To:

Microsoft Dynamics CRM Online December 2012 Service Update

(For Microsoft Dynamics CRM 2013 topics, view the new Customer Center.)