Getting Started

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

Microsoft Dynamics CRM Online for Microsoft Office Outlook is an add-in for Microsoft Dynamics CRM Online that is installed on a desktop or laptop computer. Microsoft Dynamics CRM Online for Outlook brings Microsoft Dynamics CRM Online into the every day Outlook experience by displaying the Microsoft Dynamics CRM Online areas as subfolders in the Outlook mail folders. With a few exceptions, all of the same functionality is available, including setup and configuration features.

Key steps

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Download and install Microsoft Dynamics CRM Online for Outlook on your desktop or laptop computer
You can install Microsoft Dynamics CRM Online for Outlook directly from the Microsoft Dynamics CRM Online Web application. The installation wizard also configures Microsoft Dynamics CRM Online for Outlook to work with your organization.
- On the Standard toolbar, click CRM for Outlook, and then follow the instructions in the installation wizard.
  Note
If you do not see this button, you may already have Microsoft Dynamics CRM Online for Outlook installed or your administrator has removed the option.
Access Microsoft Dynamics CRM Online through new CRM toolbars, menus, and folders in Outlook
After you configure the add-in and restart Outlook you can access Microsoft Dynamics CRM Online.
- A CRM button toolbar is installed in Outlook, which allows you to perform many functions quickly, including creating new activities, records, and Advanced Find. Advanced Find allows you to search Microsoft Dynamics CRM Online right from the toolbar.
- In the Outlook standard toolbar, a new CRM menu gives you access to additional Microsoft Dynamics CRM Online features and options, including your personal options, synchronization, and Help.
- The Microsoft CRM folders display your Microsoft Dynamics CRM Online data.
- A notification icon appears in the notification area of your desktop.
Set your e-mail options in your Microsoft Dynamics CRM Online for Outlook personal options
If your organization uses workflow, mail merge, or other automated system jobs, you need to set your personal options to allow Microsoft Dynamics CRM Online using Microsoft Dynamics CRM Online for Outlook to send e-mail in your name.
- On the CRM menu, click Options, and then in the dialog, on the E-mail tab, select the Allow Microsoft Dynamics CRM to send e-mail using CRM for Outlook checkbox.
Get your Outlook contacts into Microsoft Dynamics CRM Online
There are several ways to add Outlook to Microsoft Dynamics CRM Online, but the two easiest are to track them from your contact list and to use the Add Contacts Wizard.

In Outlook you can either open a contact, or select up to 25 contacts in the list of contacts. Click Track in CRM. If you want to include the company as the parent account in Microsoft Dynamics CRM Online, you can set the option in your personal options on the Synchronization tab.

- OR -

Use the Add Contacts Wizard.
- To start this wizard, in Outlook, on the CRM menu, click Add Contacts.
For more information read: Adding Outlook contacts to Microsoft Dynamics CRM Online with the Add Contacts wizard
Track Outlook tasks as Microsoft Dynamics CRM Online activities
In Outlook you can either open a task, or select up to 25 tasks in the list of tasks. Click Track in CRM. For a single task, you can click the down arrow in the Track in CRM button, and select which type of Microsoft Dynamics CRM Online activity that will track the task.
Set and view the Microsoft Dynamics CRM Online regarding record from Outlook
After you have tracked a record (contact, e-mail, or task), click Set Regarding to look up and link the record to another Microsoft Dynamics CRM Online record, such as an account or case. Click View Regarding to open the Microsoft Dynamics CRM Online record. If you select the wrong regarding record, click Set Regarding to choose another record.
Access Microsoft Dynamics CRM Online e-mail addresses from the Microsoft Dynamics CRM Online for Outlook
While addressing an e-mail in Outlook, you can click To, and in the Address Book list, select an account, contact, facility/equipment, lead, queue, or users address.

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